Showing posts with label Pega Application Architecture. Show all posts

Pega Application Architecture – Part 6: Security Architecture for the Nexus Banking Application

PEGA APPLICATION ARCHITECTURE — PART 6

Security Architecture for the Nexus Banking Application

How Authentication, Authorization, RBAC, ABAC, Case Security, Data Security, Integration Security, and Audit work together in Alpha Bank Nexus

In the previous parts of this series, we designed the major building blocks of the Nexus banking application for Alpha Bank. We looked at the application architecture, Case Types, Data Types, integrations, and inheritance.

Now we need to answer one of the most important architectural questions:

How do we make sure that the right person can access the right application, the right Case, the right action, and the right data — while preventing unauthorized access?

Security in Pega is not implemented by a single Rule Type or one configuration. It is a collection of complementary layers. Authentication establishes identity, while authorization determines what an authenticated user can access or perform. Pega supports multiple authorization models, including Role-Based Access Control (RBAC), Attribute-Based Access Control (ABAC), Client-Based Access Control (CBAC), and Basic Access Control (BAC). These models can complement each other rather than representing mutually exclusive choices.

In this article, we will build the complete security architecture for our Alpha Bank Nexus application and trace a request from the user all the way through authentication, authorization, Case security, data security, integrations, and audit.

Pega Application Architecture – Part 5: Inheritance Architecture

Pega Application Architecture – Part 5

Inheritance Architecture

How Pega Reuses and Resolves Rules in the Alpha Bank Nexus Application

One application. Reusable rules. Controlled specialization. Predictable rule resolution.

In the previous parts of this series, we designed the overall architecture of the Alpha Bank Nexus application, including Case Types, Data Architecture, and Integration Architecture.

But there is an important question that appears as the application grows:

When Alpha Bank creates hundreds or thousands of Pega rules, how does Pega know which rule to reuse, where to look for it, and which version of the rule should actually execute?

This is where inheritance and rule resolution become extremely important.

In Pega, inheritance is not simply about creating a parent class and a child class. A well-designed Pega application uses several related mechanisms:

  • Class hierarchy and pattern inheritance
  • Directed inheritance
  • Application and built-on application architecture
  • Ruleset hierarchy and Ruleset Stack
  • Rule specialization
  • Rule availability
  • Circumstance and other rule-resolution factors
  • Runtime rule resolution

The most important thing to understand is that these mechanisms solve different problems.

Pega Application Architecture – Part 4: Integration Architecture for the Nexus Banking Application

Pega Application Architecture – Part 4: Integration Architecture

How does the Nexus banking application communicate with Core Banking, KYC, AML, Credit Bureau, Card, CRM, and other enterprise systems?

In the previous parts of this series, we designed the overall application architecture, Case Types, and Data Architecture for Alpha Bank. We established that Nexus is the banking application/product, while the underlying Pega class structure belongs to the Alpha organization.

But there is one major architectural question left: Where does the data actually come from?

A Customer may exist in a Customer Master system. An Account may belong to the Core Banking system. A credit score may come from a Credit Bureau. KYC information may come from a KYC provider. AML screening may be performed by an external AML platform. Card information may come from a Card Management platform.

Nexus should not try to become a copy of every one of these systems. Instead, Pega should provide a clean integration architecture that allows business processes to access the right information and invoke the right enterprise services when required.

This is where Integration Architecture becomes one of the most important parts of a Pega application architecture.

Pega Application Architecture – Part 3: Data Type & Data Architecture for the Nexus Banking Application

Pega Application Architecture

Pega Application Architecture – Part 3: Data Type & Data Architecture

In Part 1, we designed the overall application architecture for Nexus, Alpha Bank's banking application. In Part 2, we went one level deeper and designed the Case Type architecture.

Now we move to one of the most important parts of any enterprise Pega application: how we design, model, access, cache, secure and maintain business data.

Using our Alpha Bank example, we will understand the difference between a Case, a Data Object / Data Type, a Data Page, a Data Transform, an external System of Record, and the integration layer that connects them.

Pega Application Architecture – Part 2: Designing Case Types for the Nexus Banking Application

Pega Application Architecture

Pega Application Architecture – Part 2: Designing Case Types for the Nexus Banking Application

In Part 1, we designed the high-level architecture for Alpha Bank's Nexus banking application. Now we move one level deeper and design the most important building block of a Pega application: the Case Type.

Before creating a Case Type in Pega, we should first understand what business problem the Case Type represents. A Case Type should not simply be created because a business screen or database table exists.

A Case Type represents a repeatable business transaction or business journey that Pega manages from initiation through resolution.

For our Alpha Bank example, customers may open accounts, apply for loans, update their information, request cards, complete KYC verification, or report potentially fraudulent activity.

Each of these business journeys may become a separate Case Type when the organization needs Pega to manage its lifecycle, work, assignments, decisions, automation, SLAs, security, and auditability.

Pega Application Architecture – Part 1: Designing the Nexus Banking Application for Alpha Bank

Pega Application Architecture – Part 1: Designing Alpha Bank Nexus

A deep, rule-level walkthrough of how we design a real-world banking application in Pega using Alpha Bank Nexus as our example.

When people hear Pega Application Architecture, they often immediately think about Applications, Rulesets, Classes, Case Types, Data Types and Integrations. But before creating any of those rules, we need to answer a more important question: What are we actually building?

In this series, we will design a realistic banking solution from the ground up. Our fictional bank is Alpha Bank, and the enterprise Pega application we are building for the bank is called Nexus.

Nexus is not the Core Banking system. Instead, it is the Pega application that orchestrates customer and banking operations, manages business processes, coordinates data and integrations, enforces security, and provides a consistent experience for bank employees and customers.