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Business rule maintenance in the Production environment

Updated on September 12, 2020

As a manager, you can update Dialogs and Coaching Tips in a production environment by using the ToolsConfiguration option that is available in each process action of the case type. Managers can change these options without having to wait for a rule deployment, but must have the same privileges associated with the PegaCA:Manager role in order to maintain these rules.

Note: You must first create Skills instances before the Skills to be available in the selection of available Expert Skills.

You can give managers the ability to update rule types in a production environment. For example, managers can update the Goals and Deadline for a certain case type. You must delegate these rules in Dev Studio first. After you delegate a rule, you can access it in the Retail User Portal by clicking ProfileMy rules. For more information on rule delegation, see Delegating a rule or data type.

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