Published Release Notes

New rule type: External Data Flow

You can now create External Data Flow rules on the Pega 7 Platform. By using this rule type, you run predictive models outside of the Pega 7 Platform and directly in the external Hadoop data set infrastructure. Processing large amounts of data on an external infrastructure improves overall performance on the Pega 7 Platform by reducing data transfer between the Hadoop cluster and the platform.

For more information, see Big Data enhancements in decision management.

Circumstance a rule by different properties

You can specialize or circumstance a rule by a different property even if the base rule is circumstanced by another property. This flexibility can help address cases where the same rule needs to be circumstanced by different properties. When you circumstance a rule by different properties, the circumstanced versions of the rule must be in different rulesets or Applies To classes.

You can circumstance a rule by a different property in the same ruleset, but in a higher version, by withdrawing the existing circumstanced versions.

For more information, see Circumstance a rule with different properties or templates.

Usability improvements in Pega Express

The following enhancements have been made in Pega Express to improve your development experience:

• Case Designer now has an option to create a case so that you can quickly test changes to the configuration of your case types.
• There are fewer steps in the process for configuring a dynamic view.
• Some controls on the screen have been repositioned for easier access and support for users who are not using a mouse.
• Some elements on the Life cycle tab of Case Designer support keyboard navigation when you use the Tab, Enter, Right Arrow, or Left Arrow keys.
• The status of a case can be set at the assignment level.

For more information about these changes, see:

• Creating a case
• Configuring a dynamic view
• Configuring a case at run time
• Adding an assignment to a process

Add charts to reports

In Pega Express, you can now add charts to reports and edit existing charts. Select from a wide range of chart types and subtypes to meet your business needs.

For more information, see Adding or editing charts.

Enhancements to email approvals in a case

The following enhancements have been made to email approvals in a case:

• In Designer Studio, you can quickly access the correspondence rule to customize the email template by clicking the Configure email template link on an approval step.
• In Designer Studio, you can add or remove the fields that are displayed in the approval email by customizing the associated Review view.
• In Case Designer, you can now quickly enable email approval when you click an approval step and route it to another user without having to switch to Process Modeler if you are working Designer Studio or switching to Designer Studio if you are working in express mode.
• Recipients of email approvals can quickly open cases by clicking the links to the related cases that are provided in the emails.

For more information, see Email approval enhancements in a case type.

Approval emails now contain links to cases

Emails that you receive to reject or accept a task in a case now contain a link to the case. You can click this link to quickly open a case for which you receive approval emails.

New graphical framework for the Event Strategy rule form

The Event Strategy rule form introduces a new graphical framework that includes redesigned strategy shapes, improved navigation, and faster response time when building a strategy. These changes contribute to creating a more functional and engaging environment that allows strategy designers to successfully develop and maintain event strategy rules.

For more information, see Event Strategy rule type enhancements.

New shapes in the Event Strategy rule type

The Event Strategy rule type supports branching and merging of the data stream by using the new Split and Split and Join strategy shapes. You can now split your event strategy into several paths to identify multiple types of events with a single rule instance.

In addition, the Lookup shape replaces the Static Data shape. You can add static data anywhere in the strategy. For example, you can filter out irrelevant events, and then evoke static data for only the events that are relevant to the strategy.

For more information, see Event Strategy rule type enhancements.

State management support for data flows that run event strategies

You can now store the state of your data flow work items that contain event strategies in the Cassandra database of the decision data store. With this solution, you can recover the event strategy state without any loss of data. You can also pause and resume active data flows that invoke event strategies.

For more information, see Event Strategy rule type enhancements.

DocuSign integration

You can now integrate DocuSign with your Pega 7 Platform application to collect digital signatures during case processing. You can make a signature request to DocuSign by adding the Send via DocuSign smart shape to your flow. You can customize your request by overriding the data transforms that are used to make a successful signature request to DocuSign.

For more information, see Integrating DocuSign with the Pega Platform.