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Published Release Notes

Find release notes for the selected Pega Version and Capability

Browse resolved issues for Platform releases.

This documentation is for non-current versions of Pega Platform. For current release notes, go here.

Reports with visualizations of performance and automation levels for the email bot

Valid from Pega Version 8.5

In the Email Manager portal, you can now use built-in reports to visualize Pega Email Bot™ performance and the automation levels that are related to received emails, triaged cases, and created business cases. You can plug the reports to display the report data in other portals, for example the Case Manager portal. Based on the information displayed in the reports, you can adjust the machine learning models to achieve greater automation in the system.

For more information, see Viewing the reports for the Email channel and Built-in reports for the email bot.

Improved experience when building an IVA and Email Bot in App Studio

Valid from Pega Version 8.5

Build your Pega Intelligent Virtual Assistant™ (IVA) and Pega Email Bot™ while working only in App Studio. This approach makes the design process easier and more intuitive, and saves you time. You can now modify the advanced text analyzer configuration while working in App Studio. In addition, if you have access to Dev Studio, you can edit the text analyzer rule from App Studio for your chatbot or email bot by clicking a link to open the settings in Dev Studio.

For more information, see Adding a text analyzer for an email bot and Adding a text analyzer for an IVA.

Triage cases archiving in the email bot (Pega Cloud Services)

Valid from Pega Version 8.5

For Pega Platform™ that is installed in Pega Cloud® Services, you can configure Pega Email Bot™ to archive resolved triage cases that are older than a specified number of days. Archiving triage cases improves the overall performance of your system by reducing the primary storage consumption and cost because the system places such resolved triage cases in a secondary storage.

For more information, see Archiving resolved emails for an email bot (Pega Cloud Services).

Business logic-based routing cards enhancements

Valid from Pega Version 8.5

To ensure that the sequence of business logic-based routing cards conforms to your business requirements, you now have the option to change the order of the cards. For easier navigation across multiple routing cards, the system automatically collapses the cards for you, and you can then easily expand the cards that you need to display.

For more information, see Navigate easier across business logic-based routing cards (8.5), Assigning users automatically at run time.

Usability improvements in the Email Manager and Case Manager portals

Valid from Pega Version 8.5

Pega Email Bot™ customer service representatives (CSRs) working in the Email Manager, Case Manager, or Case Worker portals can now quickly reply to one recipient or to all recipients. CSRs can also view the sentiment analysis of an email (positive, negative, or neutral) for each received email, displaying the sentiment pattern for the entire email thread in a triage case. The email bot improvements add value for CSRs working in the portals and help them save time when responding to user requests.

For more information, see Understanding the email triage process and Replying to customers by email for an email bot.

Improvements to OAuth 2.0 Services with Token Introspection Service and Token Denylist Service

Valid from Pega Version 8.5

Increase the security of user sessions by using the newly supported Token Introspection and Denylist services for OAuth 2.0.

Token Introspection service

Use the Token Introspection service to validate JSON Web Tokens (JWT). The Token Introspection service requires authentication. 

Pega now uses OAuth 2.0 access tokens called Authorized Access Tokens (AAT). 

Token Introspection service endpoint

The Token Introspection service endpoint provides the information about the status of access token and refresh token. Token introspection can be used to validate if a given token is still active or inactive. The token introspection endpoint determines whether the token is valid. The status indicates whether an access token or refresh token is valid or invalid: 

  • Valid tokens have the “active”:true status
  • Invalid tokens have the “active” :false status.

The inactive status can also be due to revocation. 

Token Denylist service

You can add tokens to the deny list in cases where suspicious activity might have occurred. The Token Denylist service provides a method for denying user access to the application by revoking the user's access token. This service can prevent a token from being used more than the specified number of times, which can be helpful in preventing replay attacks. Stolen tokens should be revoked using this service. A GET API is also available to get the list of denied tokens.

Keys endpoint

Pega Platform™ is changing from using opaque tokens to JSON Web (JWT) tokens. If this JWT is used by any other system, the public key is needed for signature verification. A new endpoint is exposed to provide these public keys in JWK format: https://host:port/prweb/api/oauth2/v1/token/keys.

 

For more information, see OAuth 2.0 Management Services.

Enhanced refresh token strategy

Valid from Pega Version 8.5

You now have more precise control over your refresh token expiration strategy. When a refresh token is enabled, you can choose to set its initial expiration based on the value provided by the IDP. The refresh token expiry can be derived from IDP’s session timeout when SSO is used with external IDP for user authentication in the authorization code grant flow. You can also specify a separate refresh token expiration strategy based on your use-case. 

These can be configured in the OAuth2 Client registration rule form.

For more information, see Enhanced refresh token strategy.

Enhancements to token lifetime limits

Valid from Pega Version 8.5

Pega Platform™ uses OAuth 2.0 authorization codes, access tokens, and refresh tokens to provide flexible token-based security for applications. Expiration settings for these codes and tokens now adhere to certain strict value range based on industry leading practices. For example, the lifetime specified for the authorization code must be in the range 1-600 seconds.

These can be configured in the OAuth2 Client registration rule form.

For more information, see OAuth 2.0 Management Services.

Enabling security policies now requires current password

Valid from Pega Version 7.1.3

As part of Pega’s initiative to protect against malicious attacks, the change password dialog has been enhanced.  When Security Policies have been enabled for your system, new users or those with expired passwords will now be prompted for both their existing password as well as their desired new password.

For more details, review the Designer Studio > System > Settings > Security Policies landing page.

Automated Unit Testing is unavailable

Valid from Pega Version 7.1.1

Automated Unit Testing (AUT) is unavailable in 7.1.1 - 7.1.5.

Starting in 7.1.6, users can access AUT features from supported browser versions of IE.

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

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