Published Release Notes

Stage-based revision and change request management enhancements

The revision and change request processes are based on the case management capabilities provided by the Pega 7 Platform. The customizable flows that controlled the behavior of the revision and change request management (pyManageRevision, pyManageChangeSet, pyApproveChangeSet, and pyDirectDeployment) are now part of the Revision and Change Request case types that govern the behavior of revision management. The change from flow-based to stage-based revision management makes the process more transparent and easier to modify.

For more information, see Stage-based revision and change request management.

Help now available for the Predictive Analytics Director (PAD) portal

Help topics for Predictive Analytics Director (PAD) are now available. The comprehensive PAD documentation helps you to understand how to develop and create predictive models that you can combine with other components in Decision Strategy Manager (DSM).

For more information, see Predictive Analytics Director (PAD) and Improvements to the Predictive Analytics Director (PAD) portal.

Support for large reference data in offline mobile apps

A data page in a Pega 7 Platform mobile application with offline capability enabled can now be marked as a large data page. This feature improves performance significantly when you have a large amount of data in which only individual records change.

In this situation, after the initial sync to the mobile app, only the changes in the large data page are synced instead of the entire large data page. The database table is created for such large data pages in the encrypted SQLite database on the device. Changes such as add, delete, or update are reconciled as row-level updates. Furthermore, you can use JavaScript to query against this data. A large referenced data page is supported by list-based components such as repeating dynamic layout, auto-complete, a dropdown list, and radio button.

Support for offline and online cases in a single mobile app

A single offline-enabled application can now support both the creation and processing of online-only and offline-ready cases.

For online-only cases, a list of both the offline and online cases is always available. Case assignment and processing is performed on the server so that a case is available only when the device is connected to the Internet or to data. When a connection is not available for processing an online-only case, an error message is displayed.

For offline-ready cases, a user can open an assignment and perform tasks on that case. There is also an option to explicitly display a harness from a server instead of a client store.

Offline mobility improvements

Several offline mobility improvements have been made in this release. Additional use cases have been added for configuring offline-enabled mobile apps at design time. Read-only grids with limited features are now supported offline. You can configure auto-populated properties, and you can create work with parameters. It is also possible to open work by handle. You can use decision shapes with Boolean expressions (no when rules) in screen flows. Barcode scanning is now available in offline mode.

Mobile user interface updates

Several improvements have been made to the mobile-related user interface of the Pega 7 Platform. The content of the Mobile tab on the Application rule form has been redesigned. The Offline Configuration and Mobile Certificates landing pages are now available. The Signature Capture control has improved. Post-processing can now occur after the signature has been captured. You can auto-submit with the form submit. You can apply the signature to a page instead of applying it as an attachment to the case. The clear action completely removes the signature from the work object, keeping only the latest iteration of the signature. Touch interactions have been significantly improved. Response time is faster and there is better feedback on the touch action.

Improvements to Visual Business Director (VBD)

Business monitoring and reporting no longer depends on the external Visual Business Director service because VBD is now embedded in the Pega 7 Platform. You add a VBD node to the cluster to access VBD for simulations and monitoring. In addition, when you use the Google Chrome browser, VBD launches as a new HTML client that provides the visualization.

For more information, see The Visual Business Director (VBD) HTML client and Accessing Visual Business Director (VBD).

New Proposition Filter rule

Instances of the Proposition Filter rule allow you to define the validity, eligibility, and relevancy criteria for a set of strategy results. Proposition Filter rules improve performance of filtering propositions that are based on proposition data and customer properties. Proposition filters give more testing and debugging capabilities by offering explanation properties. They are referenced in strategies through the Filter component.

For more information, see About Proposition Filter rules and Strategy components - Arbitration.

New Text Analytics landing page

The Text Analytics landing page allows you to create the sentiment and classification text analysis models using a wizard. The wizard allows you to upload training data, train a model using different algorithms, analyze the accuracy of the model, and export the model. You can also create a binary rule file that contains the model and upload it as part of taxonomy or sentiment decision data.

For more information, see Text analytics functionality enhancements.

Free Text Model rule form enhancements

Enhancements to the Free Text Model rule in DSM expand the text analysis functionality. On the Select Analysis tab, you can include text analysis models in the sentiment or classification analysis. This option enables the combination of rule-based and machine-based learning approaches in text analysis and provides more accurate and reliable results. On the new Advanced tab, you can configure language detection settings, enable spell checking, set the score range for the neutral sentiment, and control the text categorization settings based on various criteria.

For more information, see Text analytics enhancements.