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Specification document

Updated on April 20, 2021

This document shows all the specifications and linked requirements associated with your application at the time that you generate the document. You can generate this documen t at any point during the implementation life cycle to include any updates to the application's specifications and requirements.

Product Designer for Financial Services

Review this document before and after each sprint, using the available filters to tailor the content to meet the business requirements of your implementation.

Follow these steps to generate the specification document:

  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 to open the Document Application tool.
  3. Click Specification document.
  4. In the Application field, select an application in your stack.
  5. Select the Include built-on application layer specifications check box to include specifications from the selected application and specifications from any application in the stack, excluding the Pega layers such as PegaRULES and PegaDM. This check box is available if your application has a built-on application.
  6. Configure the content and appearance of the document by selecting the following options:
    • Change log - Includes a table of history memos for each specification.
    • Acceptance criteria - Includes acceptance criteria for each specification. Results depend on the methodology used by your project.
    • Linked requirements - Includes the requirements that are linked to each specification.
  7. Select the check boxes for the specifications that you want to include. All of the available specifications for your application are listed.
  8. You might want to include only certain specifications if you are generating a document for a specific case type. You can filter the list of specifications by using the options in each column header. Attachments are included in the generated document when you select the Include in document? check box on the Application Specification rule form.
  9. Specify the order of chapters for the generated document.
  10. Optional: Click Save document configuration from the Actions menu to save your configuration settings.
  11. Click Generate document to generate the Word document with the current settings.

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