Adding the appropriate ruleset to your application stack
Add any of the rulesets listed in the Rulesets table to the implementation application only when using Case Management Edition and the out-of-the-box Pega case types in an external CSR desktop or self-service (non-Pega UI). If you add any of these rulesets to an implementation application that has the Interaction Portal (Pega UI), you might encounter unexpected issues or errors.
Pega Customer Service
Implementation Guide
- After the application opens in App Studio, in the header, click Dev Studio.
- To open the new implementation application record, click
- To use this application for Case Management Edition, locate your base
application and the corresponding ruleset in the following table:
Rulesets
Base application Ruleset Pega Customer Service PegaCS-Cases-CME Pega Customer Service for Communications PegaCSC-Cases-CME Pega Customer Service for Financial Services PegaCSFS-Cases-CME Pega Customer Service for Insurance PegaCSHC-Cases-CME - On the Edit Application page, in the Application ruleset section, click the Add ruleset link.
- In the empty row, enter and click the ruleset name and ensure that it is positioned at the top of the application stack.
Previous topic Configuring your Pega Customer Service implementation application for Case Management Edition Next topic Recommended methodologies