Published Release Notes

Improving basic access control

Pega Platform™ has implemented a new basic access control (BAC) to protect your application from unauthorized server calls from otherwise authenticated users.

For more information, see Access Control Checks.

Upgrade impact

After you upgrade to Pega 8.5, all the functionality in the model configurations that use auto-generated controls and actions continues to work as before. However, you must secure any customized JavaScript in your application layer that makes AJAX (server) calls  by using registration or encryption mechanisms.

What steps are required to update the application to be compatible with this change?

After upgrade, to migrate custom JavaScript functionality, see Access Control Checks.

Discovery features for access control policies

Access control policies now support discovery features that allow end users to view limited, customizable information about class instances that fail Read policies but satisfy Discover policies. Two types of Discovery gadgets are provided, and when discovery features are enabled, a Discovery gadget is included in the Report Viewer and in search results. Developers can customize these gadgets and include them in other parts of an application user interface.

For more information, see Discovery features for access control policies.

Update and delete actions available in access control policies

Access control policies support update and delete actions on objects. These actions control which specific instances of a class can be created, updated, or deleted by an end user in a case.

For more information, see Creating an access control policy.

Conditional filter logic supported in access control policy conditions

In the Access Control Policy Condition rule form, you can now add conditional logic that allows you to apply different access control policy conditions based on different situations, such as different types of users. The policy condition filters that are enforced  are based on the results of Access When rules. Conditional filters can be configured to allow certain highly privileged users to bypass access control security in certain situations. This is accomplished by entering an Access When but leaving the conditional logic field blank.  When such a filter is applied to a read access policy it also should be applied to the corresponding discover policy.

For more information, see Creating an access control policy condition.

Use client-based access control to support EU GDPR requirements

You can use client-based access control (CBAC) to satisfy the data privacy requirements of the European Union General Data Protection Regulation (GDPR) and similar regulations. By using client-based access control, you can identify the personal data of clients and automatically process requests to view, update, or remove the data in a secure manner. You can also enforce restrictions on the use of this data in application functions.

For more information, see Client-based access control.

Accessibility Inspector identifies accessibility issues in real time

The new Accessibility Inspector finds accessibility issues in your application and helps you to quickly fix these issues. Accessible applications accommodate a range of users with varying degrees of visual ability and might be required by regulation. The Accessibility Inspector, which you open from the run-time toolbar, is displayed on the right side of the page and highlights content, structure, compatibility, and interaction issues. You can click through an accessibility warning to open the affected element and fix the issue. For more information, see Finding accessibility issues in Pega applications with the Accessibility Inspector.

Enabling access to upgraded help

After upgrading to Pega Platform ™ 8.1, the default URL to the upgraded help files might be incorrect. To enable access to the latest help files, reset the URL:

1. In the header of Dev Studio, click Configure > System > Settings > URLs.
2. Enter the Online Help URL:

   https://community.pega.com/sites/default/files/help_v81/

3. Click Save.
4. Log out and log back into Pega Platform.

New JWT access token format: Authorized Access Token

Pega Platform™ is changing from using opaque tokens to using JSON Web (JWT) tokens and the JWT access token format: Authorized Access Token (AAT). An AAT enables a client application to validate the server for user permissions and authorizes a specific application to access specific parts of a user’s data.

The major benefits to using the JWT format are:

• The JWT is a self-contained token that has authentication information, expire time information, and other user-defined claims digitally signed.
• A single token can be used with multiple applications.
• The tokens are short-lived and can minimize damage if transport security is compromised, as the token signature is verified.
• As the token is verified with the signature, there is no need to verify against a database, thus reducing latency (usually important for Web APIs).

For more information, see Understanding authorized access tokens.

Control group configuration for predictions

You can now configure a control group for your predictions in Prediction Studio. Based on the control group, Prediction Studio calculates a lift score for each prediction that you can later use to monitor the success rate of your predictions.

For more information, see Customizing predictions.

Autogenerated controls have unique IDs

Autogenerated controls have a unique ID by default. This unique ID ensures that the Document Object Model (DOM) is HTML5-compliant and avoids problems that can be caused by elements having the same ID. The setting to enable or disable unique IDs is on the HTML5 Application Readiness page.

For more information, see Unique IDs in autogenerated controls.