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Application profile

Updated on April 20, 2021

This document is created during the Sales stage and includes the process stages and steps, case types, reports, requirements, specifications, participants, collaborators, and actors that are associated with the implementation of your application. It is a long document that completely defines the scope of the entire application, and it also includes the results of the presale gap analysis.

Product Designer for Financial Services

When you generate this document, you have the option to include process flow diagrams. Follow these steps to generate the application profile:

  1. Log in to the application as PDFSSysAdmin using the password that you specified when you enabled this operator; to enable Pega-provided operators, see Enabling operators.
  2. Click Dev Studio > Application > Tools > Document.
  3. In the Select a document type section, click Application profile.
  4. In the Application field, select Product Designer for Financial Services. This value determines the rulesets for which the Application Profile is generated.
  5. Enter values in the Project Name and Organization Name fields.
  6. Click Generate document.

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