Cascading approval process in Pega

What is the Cascading approval process in Pega?

Defining a series of approvals for a case during the case life cycle. If we want to obtain approvals from multiple people (ex: VP, Director, Manager), we can define the cascading approval process in Pega.

Cascading approval smart shape in Pega

We can implement a cascading approval process in two models:

1. Reporting Structure
2. Authority Matrix

Pega Web Mashup

What is a pega web mashup?

Pega platform provides a feature to embed pega application in any web page or web application on the intranet or internet. We can embed our pega application through pega mashup which actually exchanges information between two applications. Pega application can communicate to the host page (web application or web page) and the host page can communicate to the pega platform application. Pega web mashup code is HTML-5 compliant. 

Pega exception handling in connectors

What is exception handling in pega?

As we know connectors are used to communicate with external systems to fetch data and there is a possibility of something going wrong always exists. We can encounter some exceptions/errors during the communication so we need to be ready with the handling strategies. Errors could be temporary/Transient or permanent. Transient errors are temporary errors, do not last long, and can rectify themselves over time.  For example, Connector is unable to connect because the application is temporarily unavailable/restarted.

Permanent errors: Typically due to configuration issues or invalid request, these kinds of error persists until we fix them.

Simulations in pega

What is the simulation in pega?

Simulating integration connectors to see how the response is coming or when there is no data source is available/external system is not available. We will define our own data source and test the integration. Use simulations to unit test the integration connector. We can simulate any external service as long as we know that "what is the request it is expecting and what is the response it is going to return".

How to simulate an integration in pega?

Spin Off in pega

Parallel processing in Pega

We can allow users to perform multiple tasks independently to complete the work, in pega we can this as parallel processing. In a stage or flow rule, we can add smart shapes to achieve this parallel processing.

Smart shapes in pega

Pega has defined some smart shapes like Split Join, Split-For-Each, and Spin-Off. We have to use these smart shapes in sub-process shape. Each shape can call one or more processes to proceed in parallel.

Spin-Off in pega

The spinoff is not a shape, it is an option in the sub-process shape. Which allows running the sub-process independent and in parallel to the main process. The main flow will not wait for the sub-process and no join options available for SpinOff processes.

Split For Each shape in pega

Parallel processing in Pega

We can allow users to perform multiple tasks independently to complete the work, in pega we can this as parallel processing. In a stage or flow rule, we can add smart shapes to achieve this parallel processing.

Smart shapes in pega

Pega has defined some smart shapes like Split Join, Split-For-Each, and Spin-Off. We have to use these smart shapes in sub-process shape. Each shape can call one or more processes to proceed in parallel.

Split For Each shape in pega

Split for each allows us to run a single process multiple times by looping through a Page List or Page Group.

The main flow continues when processes on the PageList/PageGroup processed.

Split Join shape in pega

Parallel processing in Pega

We can allow users to perform multiple tasks independently to complete the work, in pega we can this as parallel processing. In a stage or flow rule, we can add smart shapes to achieve this parallel processing.

Smart shapes in pega

Pega has defined some smart shapes like Split Join, Split-For-Each, and Spin-Off. We have to use these smart shapes in sub-process shape. Each shape can call one or more processes to proceed in parallel.

Split Join shape in pega

How to customize Get Next Work in pega

We can customize GetNextWork (GNW) logic in pega to meet our business requirements. Pega will follow default GNW logic to prioritize and get the assignment for the user to work on. Sometimes we will have a requirement to change the prioritization work, simply we can adjust the assignment urgency value (pyUrgencyAssignAdjust this is being used in declare expression), we can manually adjust the assignment urgency.