Published Release Notes

Logic-based assignment routing

You can now define business logic that controls when and by whom an assignment is processed in a case. By routing assignments to a specific user or group of users, you can help ensure that cases are resolved faster.

For more information, see Logic-based assignment routing.

Robotic Process Automation (RPA) support for Pega 7 applications

You can now use Robotic Process Automation (RPA) to automate repetitive and unattended back-office activities directly from your Pega 7 application. By using RPA with your application, you can batch process large volumes of cases faster and with fewer errors compared with manual case processing. You configure the automations in Pega Robotics Automation Studio.

For example, when an automobile insurance claim is submitted, an automation can analyze the submitted information, look up and verify policy holder information, and update web and desktop applications with case information.

For more information, see:

• Integration of desktop automations with your Pega 7 application
• Robotic Process Automation

Improvements to guided tour creation

Usability improvements to creating and managing guided tours enable you to more efficiently create tours that introduce the key features of your application. Now, you configure the Manage guided tour action on a control to start, continue, or dismiss a tour, instead of specifying an API script.

For more information, see Managing a guided tour.

Upgrade utility for Get Next Work performance

You can run a utility to upgrade Get Next Work processing to more quickly process assignments that were created in versions of the Pega 7 Platform earlier than 7.2.2. Performance is automatically improved on new installations.

For more information, see Upgrading Get Next Work performance.

Create case and Wait smart shapes available in Case Designer

Two smart shapes have been added in Case Designer. Use the Create case smart shape in a case step to create another case, a child case, or multiple child cases. Use the Wait smart shape to pause the process of a case under specified conditions.

For more information, see Adding a preconfigured step to a process.

Support for the decisioning-enabled NLP text analyzer in IVAs and Email Bots

You can now use the new intelligent natural language processing (iNLP) text analyzer in Pega Intelligent Virtual Assistants™ (IVAs) and Pega Email Bots™. This advanced text analyzer is decisioning-enabled and empowers IVA or Email Bot for all conversational channels to provide smarter responses. The decisioning capability in the system integrates text analytics with strategies, prepositions, and interaction history, to provide the context for making better next-best-action decisions.

For more information, see Use the decisioning-enabled NLP text analyzer in IVAs and Email Bots, Defining advanced Facebook text analyzer configuration and Facebook channel behavior.

Upgrade impact

Existing channels remain with the current configuration, and their current functionality does not change. Channels created after the upgrade automatically use the new text analyzer.  

What steps are required to update the application to be compatible with this change?

The new text analyzer is enabled or disabled using a new interactive API (iAPI) selection, which is selected by default for new channels. You can disable the iAPI for new channels if you want to maintain current functionality. You can also enable it for existing channels if you want to move existing channels to the new functionality.

Business logic-based routing to process cases more efficiently

Process cases more efficiently by defining business logic-based routing options to route tasks to customer service representatives (CSRs) who have a specified availability or skillset. For example, you can ensure that a task is routed to a CSR with a high level of a German language if it is your business need. You can also create custom lists of operators and work queues to filter CSRs who can receive an assignment.

For more information, see Choosing an assignee at run time in Dev Studio, Choosing an assignee at run time in App Studio, Configuring business logic-based routing APIs.

Support for multiple work queues in the Email Manager portal

Pega Email Bot™ now provides multiple work queues in the Email Manager portal. With this functionality, operators, such as customer service representatives, can now triage cases more efficiently by selecting different work queues. Operators have access to work queues only for the current Pega Platform™ application.

For more information, see Email Manager portal.

Task board enhancements for improved tracking of tasks

App Studio and end-user portals, such as Case Manager, now provide an enhanced task board which helps you improve collaboration on task resolution. For example, you can create a checklist within a task, and then update the checklist to inform other users about the progress of the task. Attach content to a task to ensure that all users have the information that they need, and to make tasks more meaningful. Now you can also categorize tasks, and then filter them by category, to quickly access relevant information.

For more information, see Monitoring and tracking tasks in Dev Studio, Monitoring and tracking tasks in App Studio.

Automatic model training when mapping entities to case properties in Email Bot

You can now initiate automatic feedback to entity models in Pega Email Bot™, during manual mapping of email content to a case property.

To enable automatic feedback, you set the Work-Channel-Triage.pyIsRuntimeFeedback rule to true in Pega Platform™. By default this feature is disabled. Enabling this feature ensures that the email bot is more responsive by automatically copying detected entities, such as names, locations, dates, and ZIP codes, to case type properties of a case type.

For more information, see Email triage, Email channel NLP model and Enabling the NLP model training for the email channel.