Published Release Notes

Referencing Rule tool in Dev Studio

The Referencing Rule tool now runs in Dev Studio without the need for Adobe Flash Player. This enhancement integrates the Referencing Rule tool into your work environment, which improves productivity by reducing context switching.

For more information, see Finding rules by dependency.

PDF/UA support

PDF documents that you generate in Pega Platform™ are now in PDF/UA format. This enhancement improves accessibility for users who rely on assistive technology, such as screen readers.

For more information, see Setting PDF file versions.

Upgrade impact

With an upgrade to Pega Platform 8.4 and later, the underlying PD4ML library in Pega Platform changes from v3.10 to v4.x. Following an upgrade, most standard HTML-CSS conversions to PDF work seamlessly; however, if you use the following custom coding in their application to convert HTML to PDF, you may find that PDF generation works differently than expected or no longer works:

• Application layer Java in activities that directly link to the underlying PD4ML library
• A Rule Utility Function
• PD4ML tags in HTML fragments

For example, the following PD4ML proprietary CSS keywords are no longer supported in v4.x:

• pd4ml-page-break-border-top
• pd4ml-page-break-border-bottom

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

After you upgrade to Pega Platform 8.4 and later and find your PDF generation works differently than expected or no longer works, you should consult the latest documentation available at pd[4]ml support site. You may also consider using the Compact CSS instead of the application skin for PDF generation; for details, see Creating PDF files by using a compact style sheet.

Custom activities protection

Case tags for improved case search

Pega Platform™ now supports enhanced tagging for case types so that you can search cases by tags. As a result, tagging is more consistent because you can define a set of suggested tags that users can add to their posts and cases. When users search for cases, they can apply several filters, for example, recently added or most frequently used tags.

For more information about tags, see Tagging cases in Dev Studio, Tagging cases in App Studio.

Prediction Studio notifications

Prediction Studio now displays notifications when adaptive or predictive models encounter problems. For example, if the performance of a model decreases suddenly, a notification appears, which you can use to immediately investigate the cause of the problem.

For more information, see Accessing Prediction Studio notifications and Prediction Studio notification types.

Production data sampling and migration for decision strategy simulations

Pega Platform™ now supports the sampling and migration of data from the production environment to the simulation environment. The data that is migrated for simulations includes customer details, Adaptive Decision Management information, and interaction history. By running a simulation on that sample data in Pega Marketing™ or Pega Customer Decision Hub™, you can verify how the changes to your decision logic impact the results. You can use that information to optimize and adjust your decision algorithms and processes.

For more information, see Deploying sample production data to a simulation environment for testing.

Integrate text analytics with decision strategies through the Interaction API

The Interaction API provides more context for making next-best-action decisions by integrating text analytics with decision management components such as strategies, propositions, and interaction history. By including natural language processing in your decisioning solution through the Interaction API, you ensure that the next-best-action decisions that you make are more informed and accurate.

For more information, see Customizable Interaction API for text analytics.

BIX ruleset is now included with Pega Platform

The Pega Business Intelligence Exchange™ (BIX) ruleset is now included with Pega Platform™, which eliminates the need for additional provisioning for Pega Cloud customers and for a separate BIX installation for on-premises customers. To add BIX to your application, add the Pega-BIX:<version> ruleset to your application rulesets.

For more information, see Data extraction.

Upgrade impact

After a successful upgrade, the BIX ruleset is available within Pega Platform. You should synchronize the BIX ruleset and Pega rules to avoid extraction errors.

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

After the upgrade is complete, change the ruleset version for Pega Platform and BIX to use the same, latest version.

Set a time zone for the DateTime control

The DateTime control now supports the selection of a specific time zone. Apart from the default local time zone, you can choose a Java-supported time zone or enter a property. For example, you can make it easier for a manager working in New York to schedule a task for a worker in London by configuring a calendar picker on user forms to show a date and time for Europe/London.

Beginning with this release, the calendar picker defaults to the current time in the time zone that is defined in the operator record. Previously, it defaulted to the local time zone of the system.

For more information, see Specifying a time zone for a DateTime control.

Upgrade impact

After a successful upgrade, the DateTime gadget displays the time in the current operator's locale, which is defined on the operator rule form or in the browser.  

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

If you need to display the system time from which the user has logged in, and if this is not the same as the time in the user's locale (based on the browser setting), set the Locale field in the operator ID to be blank so that the browser-based setting and the displayed time are the same as the system time.

Support for machine learning as a service models

In Pega Platform™, you can now run advanced machine learning and artificial intelligence models that you develop in third-party tools. By configuring a connection with an external machine learning as a service provider, such as Google AI Platform, you can use the predictive power of your custom models to improve the predictions in your customer strategies.

For more information, see Connecting to a Machine Learning as a Service model and Configuring a machine learning service connection.