Support for NLP model training in the Facebook and WebChat user channels
Valid from Pega Version 7.4
You can now train and enhance the natural language processing (NLP) model in a Facebook or WebChat user channel to support machine learning. You can review user statements and questions, edit the text, and map content to specific text analyzer categories.
For more information, see NLP model for a Facebook channel and NLP model for a WebChat channel.
Label changes for text analytic models
Valid from Pega Version 7.4
The classification analysis label has changed to topic detection and the entity extraction label has changed to text extraction. Also, the sentiment analysis, topic detection, and intent detection labels are now located under Text Categorization in the Analytics Center. These name changes reflect industry standards and provide a clearer distinction between different types of text analytics models in Pega® Platform.
For more information, see Text analytics models.
Automatically detect the most important themes in text
Valid from Pega Version 7.4
Text analyzers can now automatically recognize the most important concepts that are expressed in text and mark such concepts as entities of type auto_tags. You can use auto_tags to group similar content by its themes and reduce the dimensionality of text to the most important features.
For more information, see Text extraction analysis.
Data pages can source information from a robotic process automation
Valid from Pega Version 7.4
When you use robotic process automation (RPA), you can now configure data pages to source information from robotic automations so that you can connect your Pega® Platform application to legacy applications in your enterprise. By using automations to retrieve data and save it to a data page, you can use data virtualization to encapsulate your Pega Platform data model from the physical interface of a legacy system against which the automation is running.
For more information, see Obtaining information from robotic automations.
Case and Pulse notification email subjects no longer contain IDs
Valid from Pega Version 7.4
The subjects of notification emails for cases no longer contain case IDs, and for Pulse, they no longer contain Pulse message IDs. The system now interacts with email clients by using the information that is stored in the email headers. As a result, comments are posted on a conversation even if users edit the subjects when they reply to these emails. Because the system also sends the replies as emails to the relevant users in the conversation, editing the subjects allows users to give appropriate descriptions of the emails to the relevant users.
For more information about email notifications, see:
- Pega® Express 7.4 – Communicating with Pulse
- Pega Platform 7.4 – Communicating with Pulse
Legacy rules removed to reduce Pega Platform installation size
Valid from Pega Version 7.4
The installation of Pega® Platform 7.4 removes deprecated and unused rules. The smaller installation size decreases rule sync time and reduces the amount of storage required for Pega Platform. In addition, the smaller installation reduces the rule database size and shortens installation and upgrade times. You can access the legacy rules, if needed, in the PegaLegacyRules:01-01-01 in the Resource Kit on the Pega Platform media.
For more information see Finding legacy rules in sections.
Improved survey authoring
Valid from Pega Version 7.4
You can now add functionality, such as validation and visibility conditions, to a survey without having to manage multiple rule forms. By using the centralized options on the Survey Management landing page, you can visualize changes to survey items in real time and configure surveys more quickly.
For more information about improved options, see Streamlined survey configuration.
Decision logic added to surveys
Valid from Pega Version 7.4
You can now add decision logic to a survey to change the run-time order of questions. By defining a branch with conditions that skip or revisit questions, you can increase the flexibility of your survey.
For more information see Decision logic in surveys.
CRM core data types included in Pega Platform
Valid from Pega Version 7.4
Customer Relationship Management (CRM) core data types are now included with Pega® Platform, making it easier to bring your data into your Pega application. You can either import your data into the data tables for the CRM data types or use integration to communicate with your own system of record. The database tables for these data types are non-Pega formatted, which gives you better performance and more control over your data.
For information about the database tables, see CRM data types in Pega Platform.
Support for extracting data from file attachments during email triage
Valid from Pega Version 7.4
With the Pega® Intelligent Virtual Assistant for Email, when you triage email interaction cases, the system can now use defined text analyzers to detect entities in files that are attached to the received email. The following file types are supported: DOC, DOCX, ODT, PDF, RTF, and TXT. This feature improves the machine learning and case processing capability for the Email user channel.
For more information, see Enabling the analysis of attached files during email triage.