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.

Addition of Data Access Tab to access control policy condition rules

You can now select associations and declarative index classes when creating access control policy condition rules. The Column source field in the policy condition can now accept properties from available associations and indexes. For ease of reference, the selected associations and indexes are available on the new Data Access tab. 

Using the new tab, you can build complex authorization models in which access restrictions for a class depend on the attributes present in the associated and indexed classes, along with the attributes in the current class. For example, a project management application can now separately maintain project lists for each operator and use that information to restrict read/write access to unique projects.

The information available on the new Data Access tab reflects rule form changes, which are similar to the existing functionality of the Report Definition in the Application Data Model. 

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

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.

Improved UI accessibility

Pega Platform™ now supports W3C Web Accessibility Initiative guidelines more fully, which creates a better user experience for people who rely on assistive technologies, such as screen readers.

The user interface now features the following enhancements:

• Improved keyboard navigation and updated ARIA attributes for layouts, including dynamic, repeating, and table layouts.
• Updated navigation for AJAX and dynamic containers.
• More precise keyboard navigation and focus control for pop-up components, such as SmartTips.
• Fixed accessibility gaps in out-of-the-box actionable controls and form components, such as buttons and text fields.
• More accessible error messages with improved color schemes and focus control. To meet the WCAG ARIA guidelines, the Show next Error bar has been retired and substituted with more accessible error symbols.
• Accessibility code included in the Pega Platform ruleset by default, without the need for additional configuration.

For more information, see Supported keyboard navigation.

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.

Improved access to Cosmos UI settings

The Settings tab in the App Studio case designer now includes tools for configuring Cosmos UI. With this enhancement, you can adjust design system settings without the need to specialize individual When rules in Dev Studio, which simplifies UI creation and saves development time.

For more information, see Managing Cosmos UI settings in case designer.

Ability to restrict access to the Import wizard

You can now restrict access to the Import wizard so that users implement an automated pipeline to deploy changes between environments such as staging and production. Deployment Manager is one method by which to create pipelines. By using pipelines to propagate changes, users can apply a standardized and automated deployment process for migrating their applications.

For more information, see:

• Ensuring that users migrate applications with a pipeline by restricting the Import wizard
• Understanding model-driven DevOps with Deployment Manager