Pega Frameworks | List of Pega BPM Frameworks


Pega Frameworks – Table of Content

Why do we require framework applications?

Framework applications are useful for maintaining reusable codes throughout implementation, whereas enterprise applications are used to preserve reusable codes in an organization.

The following types of Framework applications:

  • Application or custom Framework 
  • Solution Framework

Application or custom Framework: This kind of framework applications are created by the Applications team from scratch to meet their own operational requirements.

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Creating a framework application:

Create a framework application that contains rules common to every part of the organization. These common rules of the framework application will be inherited by the implementation application that is built on the framework application.

  • Create a new operator to run the application wizard by following the given steps:
  • Using adminstrator@pega.com operator ID and passwords of this operator login to the Dev studio.
  • Record a copy of the current administrator@pega.com operator and provide them with a name that will identify them as an application configuration operator.
  • Add the access group PegaCS: AppSetup to the new operator record and then press the radio button to the left side of the access group to choose it as the default access group.
  • When the access group is chosen as the default access group for the operator, the new application wizard will open when the operator logs in.
  • Now save the new operator.

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Sign In as an application setup operator.

use the following steps of the New Application Wizard to build a new framework application:

  • On the page “Are you ready to build a new application,” the built-on application is selected for you, according to the operator’s access group. Then click on continue.
    Select your lines of business on the select request bundle page. And click on continue. Each bundle comprises the types of service requests and data types related to this business line.
  • Select the types of service requests needed for your company On the Service Requests page and click on continue. The New Application wizard selects the types of service requests related to the selected bundles automatically.
  • Select the data types needed by your company On the Data Types page, and click on continue. The New Application wizard selects the types of service requests related to the selected bundles automatically.
  • From the Select Channels page, select the channels of interaction supported by your organization. Then click on continue. For every selected channel, the New Application Wizard will create appropriate interaction classes and drivers relevant to the new implementation application. Refer to Configuring interaction settings for changing the interaction classes and drivers after creating the implementation application.

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If your organization is using the Customer Decision Hub functions for future suggested action items and suggested responses, select Enable Customer Decision Hub, On the Customer Decision Hub page. 

  • On the page “Name your application”, type the name of the application, then click on Advanced configuration.
  • In the section’ Application Settings’, under Application Structure, choose the framework.
  • Under Organization settings, enter the name of the organization, the name of the division, and the name of the unit for that application. The New Application wizard will create the application class structure according to the organizational settings you input. If the entities within the organization are not defined, enter the name of the new entity name into the applicable field. The application stores the new values during the creation of the new application.
  • Select Save and then Create application. Outcome: The New Application will create the application.

For the new application, you can also create operators: 

  • Choose a user and the user’s role. 
  • Each role matches one access group included in the new application. 
  • Click on add.
  • You can open the new app by clicking Go to app. 
  • The new application will start in Dev Studio.

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Solution Frameworks: This kind of application that is provided by Pega can be used directly for any implementation.

Pegasystems provides industry-oriented solutions frameworks for insurance, healthcare, banking, investment, and other industries in order to provide advance notice for developing applications related to selected business processes. These applications are limited and are designed to make them easier to develop and customize. They will demonstrate the potential value of Process Commander for the company and implement common features that are utilized in a standard manner across the industry. 

 For example, assembling outgoing SWIFTNet messages and analyzing incoming SWIFTNet messages are supported by banking solution frameworks. Likewise, industry-standard electronic document exchange protocols, like ANSI X12, are supported by health care frameworks.

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Solution frameworks that various PegaSystems Inc. customers use are: 

Smart Investigate for Payments — to Support wholesale banking operations

Fraud and Anti-Money- Laundering Investigations Management

PegaHealth Sales Process Manage — for Supporting people who pay for health care.

Insurance Industry Framework — A complete startup kit.

PegaCARD Customer Process Manager — to Support inbound client service processes within card operations

PegaCARD Smart Dispute — for providing Support for handling credit card disputes.

Customer Process Manager — to Support inbound client service processes within insurance operations.

Now let us go through the framework layer in Pega and end this post. Before that, Pega prpc is an automated tool that will run on a java-based back-end and is ideally suited to business process management solutions. The PRPC Enterprise-Class structure is made up of four layers:

  • Organization Layer
  • Division Layer
  • Framework Layer
  • Implementation Layer  

The framework layer is everything about the process. That’s what makes it possible for an organization to reuse most of its products. The processes in an organization are often quite similar among the various divisions. By putting this common process into a frame, we need to build it once and for all the different applications within this organization.

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SLA in Pega – Table of Content

What is Pega?

Pega is a tool for managing business processes developed in Java. It uses Java and OOPs concepts. It has become more popular because of its agile way, flexibility, and extensibility. As Pega is a no-code tool, it is very easy for non-technical people to learn how to build complex applications using Pega. It has a dev studio in it that allows the owners of the business, sales leaders, and marketing teams to work directly with the developers to create new applications, automate and improve business processes and learn the business as it works to improve the customer experience. All about Pega begins with the company’s need and customer experience, and it comes with decades of evolution to continuously improve.

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What is SLA in Pega?

SLA stands for Service Level Agreement. SLA is one of the valuable features of the Pega CRM platform. Service Level Agreements enable us to set up goals and deadlines as part of the case management process. The main purpose of SLA is to help the task force to handle everything on time. Pega Rules Process Commander will monitor each SLA rule on taking care of performing a particular event action that was configured on that specific rule. It also adjusts the urgency associated with that task by increasing the urgency number. This may highlight the task in the employee’s worklist as it requires attention. So, based on the urgency of the task, we can sort the worklist. For every assignment, the default urgency is 10. 

A Service Level Agreement defines time intervals as a goal and a timeline, which are used to standardize the way you solve work in your application. It creates a deadline to complete the work. When we create a goal and deadline, Pega creates an SLA. We can configure service levels for process, steps, stages, and entire classes. In Pega, there are four levels for SLA: start, Goal, Deadline, and Passed deadline.

  • Start: This is the step at which the service level timing begins. It begins at zeroth hour.
  • Goal: It states how long the assignments should take. This step is measured from when the assignment or the case begins.
  • Dead Line: It defines the amount of time the case or step may take before it is late. It is measured from the time when the assignment or case begins.
  • Passed Deadline: Passed Deadline defines when to take further action as the assignment or the case has passed the deadline. It measures the time that passed since the deadline for a still open assignment.

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Importance of SLA

  • SLA makes sure that your service provider is on the same page in terms of standards and services. It is important to set clear and measurable guidelines as they reduce the likelihood of client disappointment and provide recourse if the obligations are not met.
  • SLAs provide recourse for the unmet service obligation. If the obligations are not met by your service provider, then there will be significant consequences for the reputation of your company. So, we must include consequences in the SLA if performance standards are not met. 
  • SLA provides peace of mind to your clients. They have a contract to which they can refer, which enables them to hold their service provider responsible and which specifies exactly the type of service they expect. If the agreed requirements are not met, they can mitigate some of the impacts through financial compensation from their provider. 

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What are the types of SLAs?

There are four types of SLAs. They are:

Assignment SLA:

An SLA referred to an assignment is known as assignment SLA. This SLA is started when the assignment is created and ended when the assignment is completed. Under the newly Assigned Page, the assignment urgency is set in the property pxUrgencyAssignSLA.

Case level SLA:

An SLA, when referred to the case level, is known as Case level SLA. Throughout the lifecycle of a case, this SLA is applicable. It is started when a case is started and ends when the case is ended. This SLA is identified under the workpage in the standard property pySLAName. It is set in a pxUrgencyWorkSLA property under pyWorkPage. Case level SLA urgency is set in a pxUrgencyWorkSLA property under pyWorkPage.

Stage level SLA:

When an SLA is referred to at stage level, it is called Stage level SLA. It is started when a case enters a stage and stops when the case leaves the stage. Urgency in Stage level is set in a pxUrgencyWorkStageSLA property under pyWorkPage.

Step level/Flow level SLA:

When an SLA is referred to as a step or flow level, it is called a Step level or Flow level SLA. A step level SLA starts when a process or step is started and stops when the process or step is ended. A Flow level SLA is started when a flow is started and stops when a flow is ended. A step SLA overrides a flow SLA if present. In the case type rule, step SLA can be referred to in every step under the stage. A flow SLA is referred under the process tab of the flow rule. The flow or step level urgency is set in the pxUrgencyWorkStepSLA property under pyWorkpage.

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How to configure SLA?

An SLA is an instance of class Rule-obj-service level. This SLA event is written to the queue class System-Queue-service level and is processed by an OOTB agent ServiceLevelEvents of the ruleset Pega-ProCom. In Record Explorer, SLA rules can be found under the Process category.

  • Start of Service-Level: This step involves setting up initial urgency and conditions to trigger the SLA rule. 
    Based on three different conditions, an SLA can be marked as ready. Only when a specific condition is met, the SLA entry will be written to the queue class.
  • Immediately: When this option is selected, SLA will be written to the queue class when the assignment with SLA gets created.
    Dynamically defined on a property: when this option is selected, it accepts a date-time property as the input, and when the specified time is reached, it writes an entry into the queue class.
  • Timed delay: When this option is selected, with a time delay, the SLA entry will be written into a queue class. The time delay is specified in minutes, hours, and days fields.
  • Service Level Definitions: This step is used to define different intervals in an SLA. They are goal, deadline, passed deadline. An interval can be defined in two ways. They are

                  1. Interval from when the assignment is ready

                  2. Set to the value of the property.

How do we add a service level to an assignment?

  • Open case type from designer studio
  • Select any case type that is available
  • Select the step for which SLA to be set
  • On the right side, select the goal and deadline tab to configure the service level
  • Enter the goal and deadline 
  • We can also enable the notify option that notifies when the goal or deadline is reached.

How do we add a service level to a case?

  • On the explorer panel, click on the case types to open the case explorer
  • Go to the settings tab on the case life cycle
  • Select goal and deadline under the settings tab.
  • Select consider goal and deadline.

To add a service level throughout the case life cycle:

  • Open case types
  • Select any case type that is available
  • Select the step for which SLA to be set
  • Click open SLA on the right side
  • Configure the goals and deadline.
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Conclusion

In this blog post, we have covered all the important information about SLA in Pega. I hope you found this blog helpful and gave you knowledge on SLA’s, levels of SLA in Pega, configuring SLAs, etc. If you feel anything to be added or uncovered in this blog, feel free to drop a comment in the comment box. 

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