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Creating the application

Updated on April 20, 2021

Before beginning, check to ensure that the Product Designer for Financial Services application is installed. The Product Designer for Financial Services application is a complete application that i s included on the Pega Foundation for Financial Services media.

Product Designer for Financial Services

See the Product Designer for Financial Services Installation Guideon the Pega Foundation for Financial Services product page.

The Product Designer for Financial Services installation includes the installation of an implementation application, which you can use directly with no changes required; however, Pega allows and provides functionality for advanced users to create a customized version of the implementation application. To do so, copy the PegaPDFSImplementation application rule, configure it with site-specific custom rulesets, and save it appropriately.

When creating the rules required to build products, the system writes these rules to a ruleset defined by the Product Catalog Ruleset Dynamic System Setting (DSS). Product Designer for Financial Services includes the PegaPDFSCatalog ruleset to implement the product catalog. This ruleset must be unlocked so the system can write rules to it. The PegaPDFSImplementation application should have an unlocked version of this ruleset.

To ensure that there is an unlocked version of the PegaPDFSCatalog ruleset:

  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 > Structure > Ruleset Stack.
  3. Click the PegaPDFSCatalog ruleset in the PegaPDFSImplementation application to view the ruleset versions. If there is no unlocked version, create a new unlocked version by clicking “+”.

    To verify that the Product Catalog Ruleset DSS is set to PegaPDFSCatalog:

  4. Click Dev Studio > Financial Services > PDFS Configurations.
  5. Verify the ProductCatalog Ruleset setting is set to PegaPDFSCatalog.

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