Deploy revisions directly in target environments
Valid from Pega Version 7.3
As a revision manager, you can now directly deploy or migrate completed revisions to multiple Pega 7 Platform environments that were configured as targets by the system architect. The revision management process is faster because you do not need to package a revision as a JAR file, and then manually import that file to the Pega 7 Platform. Additionally, this solution gives business users more control over application rulesets and enables them to act more independently.
For more information, see Direct deployment of revisions.
Chart drilldown capabilities extended to dashboard widgets
Valid from Pega Version 7.3
When the chart for a report is displayed in a dashboard widget, you now can click any part of the chart to drill down and view the subset of data for that part. This enhancement provides you with an accurate view of the data that determines the report results. Previously, this capability was provided only in the Report Viewer.
Enhancements to exporting report results to Excel
Valid from Pega Version 7.3
When you export report results to Excel, the .xlsx file that the export process generates is smaller, opens faster, and no longer displays a security warning when you open it. Excel handles more of the formatting, and DateTime, Date, TimeOfDay, and Numeric properties are exported in a format that Excel recognizes. In addition, columns have sorting and filtering enabled by default.
These enhancements are enabled by default and provide improvements to performance and memory usage, especially with large data sets. You can disable this new default behavior by modifying the pyEnableExportToAdvancedExcelFormat when rule. For more information, see Disabling the default functionality for exporting reports to Excel.
Delegation experience in revision management
Valid from Pega Version 7.3
Revision managers can now control rule authoring by assigning a delegation experience to any rule that is part of a revision management change request. Delegation experience types offer different rule authoring capabilities, so the revision manager can select the appropriate delegation experience for the task and the strategy designer’s experience.
File data set
Valid from Pega Version 7.3
You can now create a File data set that reads data from a file that is in CSV or JSON format. You can use this type of data set to test data flows and strategies.
For more information, see Creating a File data set record.
Improved data security for BIX extracts for Pega Cloud customers
Valid from Pega Version 7.3
Data security is improved for BIX extracts in the Pega Cloud. BIX extracts are now processed through the use of a HIPAA-compliant system. As a result of this improvement, the method for obtaining BIX extracts has changed. For more information, see Process for obtaining BIX extracts has changed for Pega Cloud customers.
New process for Pega Cloud customers to obtain BIX extract files
Valid from Pega Version 7.3
The process for obtaining Business Intelligence Exchange (BIX) extract and manifest files for Pega® Cloud customers has changed as a result of data security enhancements for HIPAA compliance. By default, after upgrading to Pega 7.3, you must obtain the BIX extract and manifest files from the Pega SFTP server. From within Designer Studio, you can configure the BIX extract and manifest files to be sent to a remote SFTP server by a file listener. For Pega Cloud customers who have purchased a Pega Cloud SFTP Server subscription, you can configure BIX to send the BIX extract and manifest files to the SFTP server's folders for remote SFTP client download.
For more information about obtaining files from the Pega SFTP server, see Obtaining BIX extract files from the Pega SFTP server.
For more information about having files sent to your SFTP server, see Defining SFTP-related data instances.
Analyze intentions in text analytics
Valid from Pega Version 7.3
You can now analyze text content to determine whether it contains any underlying intention. Through intent analysis, you can determine whether your customers are likely to continue subscribing to your services, want to know more about your products, or whether you are facing customer churn. Based on the detected intentions, you can take appropriate actions to ensure the growth of your business and minimize customer churn. Intent analysis is supported only for the English language.
For more information, see Intent analysis and filtering.
Decision Analytics portal replaces Predictive Analytics Director portal
Valid from Pega Version 7.3
The Decision Analytics portal replaces the Predictive Analytics Director (PAD) portal, the Text Analytics landing page, and the Adaptive Models Reporting landing page. In this new work area for predictive analytics and text analytics, the business scientist can control the full model life cycle by building predictive models, importing PMML models, building sentiment analysis and text classification models, creating and monitoring adaptive models, and updating any existing models.
For more information, see Overview of the Decision Analytics work area.
Event type browsing on the Customer Movie landing page
Valid from Pega Version 7.3
Event Browser is a new option on the Customer Movie landing page that provides insight into the history of customer interactions. You can retrieve data from the Event Store data set for a particular customer or a group of customers, display the events in a timeline, and browse a list of event types.
For more information, see Browsing events for a customer or a group of customers.