Published Release Notes

Deploy revisions directly in target environments

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.

Delegation experience in revision management

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

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.

Support for following users in the Pega Express and Case Manager portals

You can now follow users in both the Pega Express and Case Manager portals. Posts that are made by users whom you are following are displayed in your Pulse activity feed in your dashboard. In addition, an icon indicates whether followed users are online.

For more information, see the following help topics:

• Following a user (Pega 7.3)
• Following a user (Pega 7.3 express)

Enhancements to the Send Email smart shape

The following enhancements have been made to the Send Email smart shape:

• You can now configure the Send Email smart shape in Pega Express.
• You can use templates, such as a rejection template, in your email.
• You can use property values, which allow you to insert the value of a field in your case type, such as First Name, within the email.
• You can insert a link to the case ID in your email.
• You can more quickly configure your recipient list by using two options, instead of one, to send messages to either a list of email addresses or to fields.
• You can choose to send either all case attachments in an email, or you can send attachments of a specified attachment category or an attachment type field. You can specify multiple attachment categories and attachment type fields.

For more information, see the following help topics:

• Sending email from a case (Pega 7.3)
• Sending email from a case (Pega 7.3 express)

Analyze intentions in text analytics

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

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.

Multistatus case dependencies replace custom implementations

You can now quickly define a case dependency that supports variations of a resolved status, such as Resolved-Completed and Resolved-Rejected. Because the definition of a resolved case now includes all status values that start with the word “Resolved,” you can replace custom logic in your application with a Wait shape that you configure in a flow.

For more information about defining a case dependency, see:

• Pega Platform - Pausing a process in a case
• Pega Express - Pausing a process in a case

Event type browsing on the Customer Movie landing page

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.

Select multiple nodes for the Adaptive Decision Manager service

You can select multiple Pega Platform nodes and assign them to the Adaptive Decision Manager (ADM) service as worker nodes. Adaptive learning is no longer restricted to a single server, which provides resilience and scalability. You can add or remove nodes from the ADM service while the system processes customer responses.

For more information, see Changes to Adaptive Decision Manager.