Pega Constellation: A Beginner’s Icebreaker Course by Rakesh

Explore the Pega Gen AI blueprint tool to quickly create and import application blueprints, define case types, data objects, life cycles, and personas for rapid development.

Build an enterprise app on Pega 24.2 constellation UI that automates client offer groups, pricing, and SKUs with parallel approvals, SLAs, security, reports, and DCS APIs and constellation APIs.

Begin a new series on Pega 24.2 by building a constellation-based application in Pega community edition, including signing up and creating the Insurance configuration app.

Configure the enterprise application in dev studio by saving as CST ent, changing the URL alias, and applying the CST ent skin rule under the CST iron rule set.

Configure a separate access group for the enterprise application by saving as, creating roles, updating identifiers, and aligning rule sets before handing to the Center of Excellence team.

Rakesh shows how to create a new case type client offer, build a rule set, lock versions, and configure stages and processes in App Studio.

Configure child cases for pricing and SKU under the client offer, lock and unlock ruleset versions, and set primary and alternate stages in Dev Studio and App Studio.

Learn to build modular applications for child case types to reuse across projects, and configure pricing and skew apps using constellation UI and advanced configuration.

Configure the main insurance configuration application to work with modular pricing and sku apps, establishing inheritance and importing processes to avoid duplication.

Create a dedicated data layer in Pega, define four data types—client offer group, client offer, pricing, and sku—and map them to insurance, pricing, and sku apps within the constellation stack.

Configure a dev app by cloning the enterprise application, add built apps and the data layer, and set the dev app authors access group for LSA evaluators.

Export all applications and rules from the dev app using the out-of-the-box wizard in Dev Studio, enable unlocked rule set versions, label the product, and download for backup.

Rakesh demonstrates creating case-specific abstract classes in Pega, embedding a page property into client offer, pricing app, and sku app case types.

Configure a client offer case type by adding a client offer group pick list from a data page with an autocomplete search box, and mark it as relevant.

Configure a client offer list as an editable table in the user interface, capturing multiple client offers for a case. Persist the entries via a data transform to the database.

Create child cases for the client offer by adding a create case step, selecting pricing and SKU child cases, and enabling propagation data transform to transfer parent data.

Configure pricing by creating a pricing list page and a data page for client offers, and set client offer id as a picklist.

Create a data transform in the pricing app to save pricing records and map id, case keys, min and max pricing, and dates to the saveable table.

Configure a showcase-type screen by creating a sku list property linked to a client offer data page via a picklist, and build an editable, table-based sku details form.

Create a data transform to save skew details, map properties, generate a unique ID, and call a create record activity to persist records via the saveable data page.

Configure pricing approval screens in a Pega developer course, implementing an approve/reject flow, read-only review lists, comments, email notifications, and status transitions to completed or rejected.

Configure the SKU approval step for a skew case type with a read-only skill list and a comment field; set approve or reject flows to update status.

Configure a wait condition on the parent client offer case to wait for all child cases, pricing and skew, to be resolved, using case dependency or a timer.

Configure the PM approval step in Pega by creating data pages and report definitions for client offers, pricing, and SKUs, and present details in hierarchical forms across three tabs.

Configure the underwriter approval step with reusable views and hierarchical forms, grouping client offers, pricing, and SKUs, and set up approve or reject actions to complete the case.

Configure seven personas for the application, including analyst, manager, underwriter, pricing analyst, pricing manager, skew analyst, and skew manager. Configure portals for each persona and route cases based on requirements.

Configure portals and channels for seven personas, creating analyst, manager, underwriter, pricing analyst, pricing manager, sku analyst, and sku manager portals with tailored landing pages and privileges.

Invite users and assign personas in the people tab by choosing existing operator IDs or emails, then add roles such as analyst, manager, underwriter, and skew or pricing analysts.

Configure seven new work groups for analyst, manager, underwriter, pricing analyst, pricing manager, sku analyst, and sku manager, and assign them to all operators for routing and default queue update.

Implement routing for a multi-team workflow by assigning cases to the least-loaded operator while enforcing single-role participation, and build icon assignments data structures and pages to track operators and cases.

Configure routing for pricing cases by applying business logic to route based on availability, skill set, and workload. Assign pricing analysts and managers with defined workgroups and always conditions.

Configure routing for SKU case type in the SKU app by applying business logic, assigning the workgroup to SKU analyst and SKU manager, using workqueue 16 as the otherwise route.

Configure pm and underwriter approvals via use business logic, edit parameters to set the manager and underwriter, and submit with root work queue defaults; two-level group activity is introduced.

Modify the two level group logic to pick a unique operator by building an ignore list from existing assignments and saving to the assignments page in the enterprise layer.

Practice routing tests in Dev Studio by creating client offer cases, validating assignments, and handling zero SLA and lock issues with flow actions and data designer views.

Learn to build user interfaces in Pega constellation by configuring portals, landing pages, and UX views across work portals, case types, and data types, with live previews and filters.

Explore how to configure the full page view for a case type, including heading and subheading customization, highlighted fields, tabs, widgets, insights, and utilities like attachments and Jen AI coach.

Explore reusable views in Pega constellation course, learning to configure full page, list, partial, and form views with previews, data pages, filters, sorting, grouping, and interactive tables.

Configure the assignment view by choosing hierarchical form to display details in tabs, name the view, add forms and fields, configure views, and preview how end users see the data.

Learn Pega property types and how to add fields like text, boolean, date, currency, picklist, and more, plus data reference, embedded data, and query options.