Field value rules in Pega

Introduction In this post we will see more in detail about field value rules. What is a field value rule? The name speaks, field value rule can be defined in 2 ways – Value for a field or  caption for a field. Field values can be used in many ways! Restrict selection of items. In Read More…

Get Next Work in Pega

Introduction In this post we will see in detail about Get Next Work functionality. Why Get Next Work? Imagine I am an employee working for a bank. The bank uses Pega application to service the customer. Let me take the loan request scenario, which I used in my previous post. Please go through the below Read More…

Assignments – Worklist vs Workbasket in pega

Introduction In this post we will more in detail about the commonly used two types of assignments in Pega.. Worklist and Workbasket Generally what do you mean by assignments? A piece of work allocated to someone. BPM – Business Process Management. Pega is a BPM tool. Every BPM application involves processing Cases and works. Who Read More…

Duplicate search in case management

Introduction In this post we will see in detail about duplicate search in case management. I used the claim cycle as example. Please visit the below links to know more in detail Case management – Introduction Case management – configuration settings in stages, processes and steps Let’s take the insurance claim example. I have a Read More…

Case management – Introduction

Introduction In this post, we will see some basics about case management. What is Case?   – Case defines work! Every organization have their own business processes. Think of any Insurance company XYZ (no amazon this time J), they must have some claim process. Claims – I will talk in terms of home insurance. Insurance policy provides Read More…

Configure reports in User portal

Introduction Welcome to my 50th post!! In this post, we will see more in details about how to create reports and personalize from user portal. In earlier versions, normally developers create the reports for the business users. Developer use, report definition rules to create reports and  UI rules to display them in the user portal. Read More…

Report Definition in Pega

Introduction In this post, we will see in detail about report definition rule, how to create a new RD and its usage. I love the term ‘Data’. Every business process requires some data. Think of any organization – bank, finance. They collect the data and use the data for their business processes. Every BPM application Read More…

Locking mechanism in Pega

Introduction In this post we will see in detail about locking mechanism in Pega. What is locking? Let’s take a simple example.  2 clerks working in a bank tried to update the same bank account for two different transactions. They both retrieved the bank account at the same time and started applying the transactions. Clerk Read More…

Expose a property in Pega

Introduction In this post we will see, how we can expose properties in database table. First let’s get some basics Pega uses properties to hold the data. We can persist the data in database table. Say for example, I have created a new amazon sales case, Say A-1 and captured all the customer details. `CustomerName Read More…

Connect SOAP in Pega

In this post, we will see, how to configure Connect-SOAP in Pega. Please go through my previous post on Service SOAP Configure Service SOAP in pega I will be consuming the service hosted by Service SOAP example in the above post 🙂 Before that let’s get some basics about SOAP What is SOAP? –          Simple Read More…