Published Release Notes

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.

Data Flow rule enhancements

The enhancements to the Data Flow rule facilitate decision execution in real time, batch, and Pega 7 Platform applications. The DataFlow-Execute method in activities can be used to execute and monitor batch runs and real time data flows. In addition, you can configure pre- and post-activities that are executed before and after data flow execution.

For more information, see the following Pega 7 Platform help topics:

• About data flow rules
• DataFlow-Execute method
• Pre- and post-processing of data flows

Improved user experience for Cosmos React mobile apps

Mobile apps that you build for Cosmos React applications now feature a highly performant and responsive user interface that improves the overall user experience.

Native case pages

Prescriptive mobile case pages are now faster and more reliable. Mobile case pages display views and widgets as cards and group the cards into user-friendly tabs. Users can navigate the tabs by swiping left or right. From the case page, users can also edit case page details by selecting the floating action button, or choose an optional action from the case header drop-down menu. 

To improve collaboration, prescriptive mobile case pages support the Pulse widget, as well as uploading, viewing, and downloading case attachments.

Improved case processing 

The case processing interface on mobile devices is now more reliable and ensures a smooth experience for case workers. After users complete an assignment, Cosmos React apps display the task that is next in the flow that you define for the case type. Optional actions open in an overlay drawer component that users can minimize when they need to multitask while processing cases.

Form validation in real time 

Validation of user input for mobile forms is now highly responsive thanks to real-time validation. To ensure that users enter data correctly, forms support validation expressions that you define in App Studio. Expressions are processed on the client side to further improve app performance.

Native Android and iOS controls

Cosmos React apps use a selection of native Android and iOS controls that make mobile apps faster and more intuitive to use. The native controls include map and location controls, date and time pickers, and controls for adding attachments.

In Pega Platform™ version 8.6, mobile features in Cosmos React applications are available only as a preview, with limited support for various interface elements and features, such as offline mode. The recommended production design system for Pega Mobile in Pega Platform 8.6 is Theme Cosmos.

Tags disappear from Rich Text Editor source mode

When you use Rich Text Editor in HTML source mode, some tags disappear from the markup, which causes backward compatibility issues and data loss.

Cause

Pega Platform™ version 8.5.5 introduced the DOM Purifier security plugin. The plugin removes potentially vulnerable tags, including custom tags, from the raw HTML code in the Rich Text Editor source mode.

Workaround

You can disable the DOM Purifier plugin by adding the the window.disableDomPurifier = true markup to the userWorkForm HTML fragment rule.

Alternatively, as of Pega Platform version 8.5.6, you can add a tag to the allow list by including the window.rteCustomAllowedTags = ['myCustomTag'] snippet in the userWorkForm HTML fragment rule. 

In Pega Platform versions 8.5.6 to 8.6, the iframe tag is added to the allow list by default.

Addition of Servlet Management

Pega Platform™ now has Servlet Management in Pega Cloud® Services, which provides a simple and secure way to make changes to Pega Platform servlet definitions.

Servlet Management provides Pega Cloud Service clients with solutions to manage servlet configurations with self-service options. This reduces the cycle time for delivering configuration changes in Pega Cloud Service installations while also improving upgrade reliability. 

For more information, see Servlet management.

Upgrade impact

Clients with no application servlet customizations will not experience an impact. If you upgrade from Pega Platform version 8.5 or earlier and, prior to the upgrade, the Pega Cloud team provided your application servlet customizations, then following the upgrade, you must manually add, remove, or modify your servlet customizations in your upgraded application using this servlet management landing page in Pega Platform.

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

To manually move your pre-upgrade servlet customizations as appropriate or add new ones to your upgraded application using the new servlet management landing page, follow the steps in Adding a servlet.

WSDL generation error prevents invocation of SOAP services

Status

A Known Issue was introduced in the 8.4.2 Pega Platform patch release, which impacts both upgrades and new installations of that version.

Description

Due to changes introduced in the SOAP functionality for the case-mismatch error in SR-D98509/INC-119725, the WSDL is being generated for SOAP services with an incorrectly-capitalized element, which prevents the service from being invoked.  The element should be “name” instead of “Name”.

Workaround

Clients must perform the following workaround after they define a new SOAP connector in Pega Platform:

1. To download the WSDL from Pega Platform:
   1. After using the SOAP Wizard (Dev Studio > Configure > Integration > Services > Service Wizard) the WSDL URL is shown at the bottom right of the Dev Studio screen.
   2. Click the URL to display the XML.
   3. Save the WSDL file to your local system.
2. In the text editor of your choice, modify "Name" to "name" in every <element “name” = … > tag in the WDSL.
3. Save your changes to the local file.
4. To reload the WSDL into Pega Platform:
   1. In Dev Studio, open the Configure menu.
   2. Select Integration > Connectors > Create SOAP Integration.
   3. In the New SOAP integration wizard, select Upload WSDL from File.
   4. Complete the upload using the wizard prompts.

This is a design-time issue, not a run-time issue; therefore, clients only have to perform this workaround process once. Existing SOAP services should not be impacted; however, if clients modify an existing SOAP service definition by re-running the wizard, clients must reapply the workaround for Pega Platform to recognize the SOAP definition changes.  

Resolution

This issue will be addressed in the Pega Platform Patch Release 8.4.3.  Clients who upgrade to that version or later should not see this issue.

Business logic routing of approval steps

Pega Platform™ now supports routing of approval steps by applying business logic, in both App Studio and Dev Studio. Business logic uses a set of conditions to determine the most appropriate worker to approve a case by routing the approval based on defined conditions. For example, in a loan request case, the application can route the approval step to a manager if the importance of the case is set to high. For greater accuracy, business logic can also use skill set, availability, and workload to determine the appropriate worker. With business logic routing, you increase work efficiency and speed up case resolution.

For more information, see Determine a relevant case approver by using business logic (8.5), Requesting approval from users.

Default Create stage in a case life cycle

Pega Platform™ now adds a default Create stage to a case life cycle every time you create a new case type, both in App Studio and Dev Studio. The default Create stage includes a view that users interact with to provide initial data before case processing begins. Consequently, you can now easily locate the view to make any necessary changes. In the background, the Create stage makes a case type independent from the starting process, which removes relevant advanced configurations and makes application development faster.

For more information, see Capture initial data faster with the default Create stage (8.5), The Create stage.

Search and Reporting does not index large items

When using the Search and Reporting (SRS) microservice in Pega Platform™ 8.5, you might encounter problems with indexing large out-of-the-box rules. The issue is not visible in Queue Processors, but you can access logs to verify which items the system does not index.

New text analytics APIs for Intelligent Virtual Assistant

Pega Platform™ now provides text analytics APIs that separate Intelligent Virtual Assistant and text analyzers into independent modules. This solution prevents integration issues when you change your text analyzer configuration.

For more information, see Text analytics APIs.