Published Release Notes

Enhanced refresh token strategy

You now have more precise control over your refresh token expiration strategy. When a refresh token is enabled, you can choose to set its initial expiration based on the value provided by the IDP. The refresh token expiry can be derived from IDP’s session timeout when SSO is used with external IDP for user authentication in the authorization code grant flow. You can also specify a separate refresh token expiration strategy based on your use-case. 

These can be configured in the OAuth2 Client registration rule form.

For more information, see Enhanced refresh token strategy.

Decision Management

This release contains a number of fixes that improve the configuration and execution of Batch decisions – specifically, a number of usability improvements and addresses some issues when creating strategies on IE8.  

• Batch Decision functionality has been enhanced in the NBAM environment.
• In NBAM, users can run the strategy execution batch based on the Seed list class instead of the customer class. 
• Interaction data will now work even if Action or Organization  dimensions do not have values set.
• Running a strategy which includes a Data Import of a structured page reference will work in batch mode.
• Security was enhanced on the VBD Planner.
• The Access of Role to Object rules have been enhanced to allow users to create new Dimension Operator records.
• The NBAM Segment On Canvas will now fetch the SegMap data, even when the generated extended segment class has not been added to the Pages and Classes of the strategy.  The SegMap property will (if it exists) be added to a list of properties to fetch, even if the strategy indicates that it is not used.
• When a strategy is defined on a customer class, users may now specify the list of required properties to fetch for the input definition.
• When creating a new strategy, there is now a section to add a Strategy Results class like Business Issue or Group.

Responsive layout groups and grids

The Responsive UI was introduced in Version 7.1, and has now been enhanced in two areas, to create an entirely responsive UI.

PRPC 7.1.4 introduces the Layout Group control, which can render its contents as “tabs,” “accordions,” or as a “menu.”  The rendering choice is driven through the presentation layout (the skin), which presents the information responsively:  a “tab” at a certain breakpoint can turn into an “accordion” or a dropdown-style menu, depending upon what format would be most appropriate for the device/screen size being used.

The grid functionality has also been enhanced, so that grids may be displayed on a tablet or a phone without the need for horizontal scrolling, offering the optimum experience on a mobile device.  A PRPC Grid Layout now supports responsive breakpoints in the skin definition in which columns can drop off or be consolidated according to screen size.

Designers will be able to mark columns in the grid by importance, and at the first breakpoint, the columns marked as “less important” will be dropped off first.  At the second breakpoint, the grid turns into a “fat list,” with the most important column displaying as a heading for each item in the “fat list.”  Styling options can be associated with these breakpoints.

Relevant records management shows more information

Relevant records for a class now include more information that you can use to manage the records for your application development. As a result of these enhancements, you can:

• View inherited and inactive relevant records for the specified class.
• Mark specific records as active or inactive for the specified class.
• Mark specific records as relevant on the rule form.

You can use these new details to filter the list of relevant records for a class on the Relevant Records tab of the selected class. For more information, see Managing relevant records and Marking records as relevant records.

Text analytics models editing and versioning

Pega Platform™ now supports editing and updating training data for text analytics models.

Pega Platform also supports the versioning of text analytics models. When you update the model, Prediction Studio creates an updated model version. You can then switch between the model versions.

Upgrade impact

In versions of Pega Platform earlier than 8.3, the training data for text models was stored in the database. In Pega Platform version 8.3 and later, the training data for text models is stored in Pega Repository. You cannot build new models without setting the repository. After the repository is set, all text models are automatically upgraded and will work normally.

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

After a successful upgrade, set the repository in Prediction Studio before building or updating any Natural Language Processing (NLP) models.  In Prediction Studio, click Settings > Text Model Data Repository.

For more information, see:

• Increase the accuracy of text analytics models by adding feedback data (8.3)
• Updating training data for text analytics models

Text analytics models migration

Pega Platform™ now supports the exporting and importing of text analytics models. For example, you can export a model to a production system so that it can gather feedback data. You can then update the model with the collected feedback data to increase the model's accuracy.

Upgrade impact

In versions of Pega Platform earlier than 8.3, the training data for text models was stored in the database. In Pega Platform version 8.3 and later, the training data for text models is stored in Pega Repository. You cannot build new models without setting the repository. After the repository is set, all text models are automatically upgraded and will work normally.

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

After a successful upgrade, set the repository in Prediction Studio before building or updating any Natural Language Processing (NLP) models.  In Prediction Studio, click Settings > Text Model Data Repository.

For more information, see:

• Increase the accuracy of text analytics models by adding feedback data (8.3)
• Exporting text analytics models
• Importing text analytics models