Published Release Notes

More detailed configuration of persona access in App Studio

App Studio now supports more precise configuration of access for personas so that you can improve the security and usability of your application. You can now define what actions a given persona can perform on a case, a data object, or a configuration set. You also save time because you define settings for an entire group of users that a persona represents. For example, you can configure a customer service representative (CSR) persona to view only cases that process insurance claims from VIP customers, without the option to modify the cases. As a result, you ensure that users of your application can interact only with relevant data, in a way that best meets your business needs.

For more information, see:

• Manage access for personas more efficiently in App Studio (8.6)
• Configuring access options for a persona

Questionnaires available in App Studio

App Studio now supports authoring questionnaires, which in previous releases of Pega Platform™ were known as surveys. You can create questionnaires, add question pages, and populate the pages with questions of different types so that you can collect the exact data that your business processes require. For more efficient data management and reuse, data objects from a data model now store answers to questions, instead of autogenerated properties. For example, when a customer provides a date of birth in a questionnaire, and your application stores the date as a data object, you can conveniently reuse that data object in related cases. For greater flexibility, both standard Pega Platform and Cosmos React applications support questionnaires, however, some question types are unavailable in Cosmos React.

For more information, see:

• Create questionnaires in a low-code way in App Studio (8.6)
• Creating a questionnaire

Decision tables authoring in App Studio

App Studio now supports the option to create decision tables that return values for a calculated field. For example, you can automatically calculate a life insurance rate for a customer by using a decision table that evaluates multiple factors, such as age, medical history, and current occupation. At run time, your application evaluates the values that the customer provides against the values in the decision table, and then responds with the most suitable result. By building decision tables in App Studio, you increase the flexibility of your low-code application and save time and resources, because a single decision table can provide results in multiple scenarios. You can also save and then reuse decision tables to speed up your application development even more.

For more information, see:

• Calculate values automatically in App Studio with decision tables (8.6)
• Calculating values with decision tables
• Authoring decision tables in App Studio

Remote case types in App Studio

App Studio now supports remote case types for applications that you build on Cosmos React. With remote case types, you can create a case type inside one application, and then work on cases based on this case type in another, remote application. As a result, users can perform work from multiple applications on one screen without the need to switch between applications, which results in increased efficiency and faster case resolution.

For more information, see:

• Increase efficiency by sharing remote case types between applications (8.6)
• Remote case types  

Configuration sets to support no-code run time changes

App Studio now provides the option to create configuration sets that define application behavior, which application administrators can adjust at run time, in a no-code way. For example, you can define a configuration that defines the maximum loan amount to offer a Gold account customer to $10,000. If the bank changes the maximum amount, the application administrator can easily change the loan amount at run time, without performing any design-time actions. Configuration sets minimize the need for custom rule overrides, and help you deliver applications that are convenient to maintain and upgrade.

For more information, see:

• Deliver no-code applications with configuration sets (8.6)
• Creating a configuration set

More specialized data fields

Pega Platform™ now provides more prescriptive and specialized options to reuse data, which replace data relationships. Now, to reuse information across your application, you can create a field that references a case type, a data object, data embedded in a case, or a data page. As a result, you do not need detailed knowledge about how your system stores data to successfully reuse information in your business processes.

For more information, see:

• Creating fields for capturing data
• Embedding data in a case
• Referencing a data page

Support for calling a data transform from a case life cycle in App Studio and initializing data at case creation

You can now call a data transform from a case life cycle in a low-code way in App Studio. For example, when a customer wants to order the same product again, your application can reuse the shipping information from their previous order. Additionally, by configuring data initialization for a case type, you can prepopulate fields at case creation. For example, an application for a delivery service can apply the customer's preferred delivery options when a new case starts. These enhancements save time for developers because the system can initialize data and prepopulate fields in a case by reusing existing logic, and for customers, who do not need to manually enter their details every time.

For more information, see Calling a data transform from a case and Initializing data at case creation.

Data propagation for questionnaires in case types

Pega Platform™ now provides a tool to prepopulate answers in a questionnaire that runs in a case by propagating data from a parent case. At run time, specified questions in a questionnaire that users complete as part of case processing, can display answers by using information that users already provided in the parent case. As a result, you speed up the development of your application and help users process cases and complete questionnaires faster.

For more information, see:

• Deliver user-friendly questionnaires by prepopulating answers (8.6)
• Running a questionnaire in a case

Case outcome predictions in case types

Pega Platform™ introduces the use of machine learning and AI in Case Designer. You can now use predictions in case types, both in App Studio and Dev Studio. By using predictions, your application can predict various outcomes, such as the possibility of reaching a positive or negative case resolution, so that you can prioritize work, route cases according to risk, or optimize the case flow in other ways. You can use predictions when you create conditions in the condition builder, for example, when you define a business logic for routing assignments. 

For more information, see:

• Prioritize and route case work by predicting case outcomes 
• Predicting case outcome
• Creating predictions for case management

Virtual questions deprecated in 8.6

Following the improvements in Pega Intelligent Virtual Assistant (IVA), the creation of virtual questions is now deprecated and planned for removal. To avoid additional effort during updates to future releases, do not use deprecated features. For optimal application performance and efficient development of conversation processes, you now collect information from users by using the Ask a question smart shape.

For more information, see Adding a case type conversation process for a conversational channel and Asking a question in a case.