Published Release Notes

Case Management

This release had a focus on extending key capabilities to improve the ease of configuration based on early adopter feedback.  Improvements were made in run-time performance, especially in high volume situations with complex case configurations.  A series of cosmetic changes and fixes are included.

• The Wait shape now supports dynamic references.
• Issues were addressed with the CreatePDF and the CascadingApproval Smartshapes.
• Attachments have been improved.
• Issues with the Create Case Type functionality were addressed.
• The Pega Pulse functionality has been improved, including its performance.
• When auditing a work item, History is now the default tab.

Decision Strategy Manager

Fixes were made that improve the configuration and execution of Batch Decisions. In particular,  the capability to use Structured Data has been enhanced. Some notable improvements have also been made to the UI of Visual Business Director.

• The structured data input configuration will now work even though there is no data.
• VBD has been enhanced to work with Version 7.1.
• The structured data input configuration will now work with nested structures.
• Association rules from Version 6.3 will now work with 7.1 structured data.

Add subspaces within spaces

You can now create subspaces within spaces. By adding a subspace, you can collaborate on a subtopic that is related to the topic of the parent space. For example, you can create an Annual Day subspace within the Events space.

For more information, see Creating a subspace.

Support for sourcing case and Pulse attachments from repositories

You can now source case and Pulse attachments from repositories, which provides a complete solution for attachment management. In addition, unlike other external sourcing solutions, repositories do not require OAuth 2.0 authentication, so that you can connect to repositories that use non-interactive authentication.

For more information, see Configuring external sourcing options for attachments. 

Add varied content to a case with Recent content gadget

In an end user portal such as Case Manager, you can now add any type of file to your case by using a Recent content gadget. You can create documents by using a rich text editor, uploading existing files, or attaching URL addresses. Collaborate on all types of content with other members of your team by providing the necessary documents for your case.

For more information, see Adding content to a space (for App Studio), Adding content to a space (for Dev Studio).

Predictive models monitoring

In Prediction Studio, you can now monitor the predictive performance of your models to validate that they make accurate predictions. Based on that information, you can re-create or adjust the models to provide better business results, such as higher accept rates or decreased customer churn.

For more information, see Monitoring predictive models.

Kafka custom serializer

In Kafka data sets, you can now create and receive messages in your custom formats, as well as in the default JSON format. To use custom logic and formats for serializing and deserializing ClipboardPage objects, create and implement a Java class. When you create a Kafka data set, you can choose to apply JSON or your custom format that uses a PegaSerde implementation.

For more information, see Creating a Kafka data set and Kafka custom serializer/deserialized implementation.

Additional configuration options for File data sets

You can now create File data sets for more advanced scenarios by adding custom Java classes for data encryption and decryption, and by defining a file set in a manifest file.

Additionally, you can improve data management by viewing detailed information in the dedicated meta file for every file that is saved, or by automatically extending the filenames with the creation date and time.

For more information, see Creating a File data set for files on repositories and Requirements for custom stream processing in File data sets.

Pin enhancements in spaces

Improve discussions in spaces and stimulate effective communication by using enhanced capabilities of pins. For example, you can search, filter, and like pins, or pin content of a space to another space.

For more information, see Pinning content to a space.

Create and assign tasks in Pulse

You can now create and assign tasks in Pulse for case work that needs to be completed within a specific time frame. For example, you can assign a task to yourself as a reminder to upload proof of address documents to a Car Loans case by the end of the day.

For more information, see Creating a task in Pulse, Enabling users to post messages in the activity feed.