Introduction This is the continuation of the previous post. Please make sure to complete my previous post on approval flow configurations. In this post, we will build and test three types of approvals. 1.Single approval flow by reporting manager Here the claims request should be approved or rejected by the reporting manager irrespective of claims …
Introduction In this post we will look into the approval process flow which we can be implemented using the case designer. This tutorial is implemented using Pega 8.7 version Most of the business organizations work in a hierarchical role and most of the processes may require certain approvals. From a very simple process like leave …
Introduction In this post, we will see how case history can be added for auditing purpose. We will also add auditing on field level to track the changes in any case specific values. Audit trail gives a good picture of the case life cycle. We can track back what happened within the case from the …
Introduction In this post, we will see how we can store and manage the case attachments and pulse attachments in Azure blob storage container instead of the default Pega data storage. This tutorial is implemented using Pega 8.5 personal edition. I recommend you to go through my previous post to understand the basics of cloud …
Content storage and content source using Azure storage repository Read More »
Introduction In this post, we will see how we can create temporary cases in Pega and how to maximize the usage of such configuration Now think of a scenario – A reputed banking company uses Pega application to hire for Job openings. The hiring process involves a complete life cycle from the initial screening till …
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 …
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 …
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 Let’s take the insurance claim example. I have a business requirement like, the same insurance policy cannot have more than one claim.This is …
Introduction This is the continuation of my previous post. Please go through my previous post before proceeding. In this post, we will see more in detail about the configuration settings available in stages, processes and steps What are the configuration settings in each stage? Click on the stage label. On the right side, you see …
Case management – configuration settings in stages, processes and steps Read More »
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 ;D), they must have some claim process. Claims – I will talk in terms of home insurance. Insurance policy provides …
