Published Release Notes

No video controllers displayed on Android 4.3 and earlier versions

When you preview a video clip within Pega^® Mobile Client on a mobile device that runs Android 4.3 or earlier versions, video controllers are not displayed in full-screen mode.

Customize the subject line for case emails

You can now customize the subject line for emails that are sent from cases when an assignment is routed to a worklist and when you configure the Send Email shape. You can reference field names in the subject line to make it more meaningful. By customizing the subject line, you can call attention to cases that require action.

For more information, see:

• App Studio – Enabling case notifications and Sending email from a case
• Dev Studio – Enabling case notifications and Sending email from a case

Support for the decisioning-enabled NLP text analyzer in IVAs and Email Bots

You can now use the new intelligent natural language processing (iNLP) text analyzer in Pega Intelligent Virtual Assistants™ (IVAs) and Pega Email Bots™. This advanced text analyzer is decisioning-enabled and empowers IVA or Email Bot for all conversational channels to provide smarter responses. The decisioning capability in the system integrates text analytics with strategies, prepositions, and interaction history, to provide the context for making better next-best-action decisions.

For more information, see Use the decisioning-enabled NLP text analyzer in IVAs and Email Bots, Defining advanced Facebook text analyzer configuration and Facebook channel behavior.

Upgrade impact

Existing channels remain with the current configuration, and their current functionality does not change. Channels created after the upgrade automatically use the new text analyzer.  

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

The new text analyzer is enabled or disabled using a new interactive API (iAPI) selection, which is selected by default for new channels. You can disable the iAPI for new channels if you want to maintain current functionality. You can also enable it for existing channels if you want to move existing channels to the new functionality.

More action types on the bottom bar

Pega Infinity Mobile Client™ now provides more flexible bottom bar configuration with a broader choice of actions, so that your apps can be more useful. For example, users can now create work items, open work items, or log out directly from the bottom bar of a mobile app.

For more information, see Configuring the bottom bar.

Two-factor authentication with one-time passwords

Pega® Platform now supports two-factor authentication in custom authentication services and case flow processing, by sending a one-time password to an operator through email and requiring the operator to provide it back to your application for verification. Use REST API OTP Generation to generate and store one-time passwords, and REST API OTP Verification to verify passwords against user entries. You can also use the pxSendOTP and pxVerifyOTP activities called by these APIs to implement two-factor authentication of users in case flows prior to performing a critical operation (e.g. before completing a critical transaction such as a funds transfer in excess of a certain amount). Settings on the Security Policies landing page control the behavior of the two-factor authentication process.

For more information, see Enabling security policies.

Outbound email templates for email bots

Pega Email Bot™ now provides built-in templates for outbound email and an option to create your own, custom templates. You can use this feature to standardize branding for your applications and the company through your communication channels. For example, customer service representatives (CSRs), who use the Email Manager or Case Manager portals, can apply these templates to strengthen your brand's presence in every email that they send or that the email bot automatically sends as an acknowledgment for a user email.

You select an outbound email template when you configure the Email channel. The system provides you with three built-in outbound email templates that you can select or modify to fit the requirements of your organization.

For more information, see Creating an Email channel and Creating outbound email templates.

Improvements to email case triaging

Improvements to Pega Intelligent Virtual Assistant™ (IVA) for Email make the system more robust and user friendly. When you reply to emails in a triage case, you can forward the email, reply to all, and use the carbon copy (cc) and blind carbon copy (bcc) fields. You can also send Pulse messages to discuss an email case without exposing the information to external users. You are notified in the Email Manager and Case Manager portal if you receive Pulse messages. Even when an email case has been resolved and appears as read-only, you can still send Pulse messages.

For more information, see Email Manager portal and Email triage.

Case types and data types open in a landing page

In Pega^® Express, Case Designer and the Data Designer now open in a landing page rather than a modal dialog. This enhancement improves the user experience for creating and updating case types and data types.

Geolocation tracking for the latest mobile client

The latest version of Pega Mobile Client™ now supports geolocation tracking for offline-enabled mobile apps. You can enable constant tracking when users work on specific cases from their worklists. This enhancement helps audit the trail of the case and increase the efficiency of your mobile users. For example, dispatchers at headquarters can track the routes of field workers and more effectively assign them tasks based on their current location.

For more information, see Tracking mobile users based on geolocation data.

Ability to train the text analytics model based on email attachments

You can now train the text analytics model for Pega Email Bot™ based on training data from email attachments. As a result, you improve the natural language processing (NLP) analysis for your email bot so that your system detects the correct language, sentiment, topics, and entities from both the body of emails and their attachments. By default, you train the text analytics model based only on training data from the body of emails.

For more information, see Enabling training the model based on email attachments.