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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.

Naming pattern changed for file data sets

Valid from Pega Version 8.6.3

File data sets are used to import from and export data to a file repository. In case of data export, prior to version 8.6.3, the first file exported had the same file name that was provided by the user in the data set, and any subsequent file exported to the repository had a unique identifier appended to it. Starting in Pega Platform version 8.6.3, each file has a unique identifier, automatically generated based on the data flow node, thread ID, and timestamp.

Upgrade impact

If your process to consume output files expects files with a specific name, it may not be able to process the resulting files correctly.

What steps are required to update the application to be compatible with this change?

If you have configured the process before updating to Pega Platform version 8.6.3, but the exported files are no longer recognized by downstream processing logic after the upgrade, ensure that the downstream tool is configured to recognize the files by a pattern rather than the full name. For example, when referring to files exported to the repository, use the * character to indicate a pattern instead of using the full file name. For example, use Export*.csv to refer to the files.

Stage-based revision and change request management enhancements

Valid from Pega Version 7.2

The revision and change request processes are based on the case management capabilities provided by the Pega 7 Platform. The customizable flows that controlled the behavior of the revision and change request management (pyManageRevision, pyManageChangeSet, pyApproveChangeSet, and pyDirectDeployment) are now part of the Revision and Change Request case types that govern the behavior of revision management. The change from flow-based to stage-based revision management makes the process more transparent and easier to modify.

For more information, see Stage-based revision and change request management.

Help now available for the Predictive Analytics Director (PAD) portal

Valid from Pega Version 7.2

Help topics for Predictive Analytics Director (PAD) are now available. The comprehensive PAD documentation helps you to understand how to develop and create predictive models that you can combine with other components in Decision Strategy Manager (DSM).

For more information, see Predictive Analytics Director (PAD) and Improvements to the Predictive Analytics Director (PAD) portal.

Improvements to Visual Business Director (VBD)

Valid from Pega Version 7.2

Business monitoring and reporting no longer depends on the external Visual Business Director service because VBD is now embedded in the Pega 7 Platform. You add a VBD node to the cluster to access VBD for simulations and monitoring. In addition, when you use the Google Chrome browser, VBD launches as a new HTML client that provides the visualization.

For more information, see The Visual Business Director (VBD) HTML client and Accessing Visual Business Director (VBD).

New Proposition Filter rule

Valid from Pega Version 7.2

Instances of the Proposition Filter rule allow you to define the validity, eligibility, and relevancy criteria for a set of strategy results. Proposition Filter rules improve performance of filtering propositions that are based on proposition data and customer properties. Proposition filters give more testing and debugging capabilities by offering explanation properties. They are referenced in strategies through the Filter component.

For more information, see About Proposition Filter rules and Strategy components - Arbitration.

New Text Analytics landing page

Valid from Pega Version 7.2

The Text Analytics landing page allows you to create the sentiment and classification text analysis models using a wizard. The wizard allows you to upload training data, train a model using different algorithms, analyze the accuracy of the model, and export the model. You can also create a binary rule file that contains the model and upload it as part of taxonomy or sentiment decision data.

For more information, see Text analytics functionality enhancements.

Free Text Model rule form enhancements

Valid from Pega Version 7.2

Enhancements to the Free Text Model rule in DSM expand the text analysis functionality. On the Select Analysis tab, you can include text analysis models in the sentiment or classification analysis. This option enables the combination of rule-based and machine-based learning approaches in text analysis and provides more accurate and reliable results. On the new Advanced tab, you can configure language detection settings, enable spell checking, set the score range for the neutral sentiment, and control the text categorization settings based on various criteria.

For more information, see Text analytics enhancements.

NLP outcome mapping enhancements

Valid from Pega Version 7.2

Enhancements to NLP outcome mapping in DSM allow you to better navigate to an exact entity or category occurrence and highlight overlapping sentiments. For sentiment analysis, the text is now highlighted in the color corresponding to the sentiment detected in a particular sentence or the overall sentiment of the document. For classification analysis, you can examine various elements identified in the analyzed corpus, like categories, entities, and so on.

For more information, see Text analytics functionality enhancements.

Strategy rule form Test Run panel enhancements

Valid from Pega Version 7.2

The enhanced Test run panel on the Strategy rule form enables an in-depth analysis of your strategy both in terms of the distribution of propositions among customers and strategy performance. For enhanced analysis of decisioning outcomes, you can now test your strategy on real data by selecting data flows and external input as the sources for the test run. For detailed performance analysis, you can use enhanced metrics with various statistics that provide insight into how the strategy execution impacts the performance of the system.

For more information, see Strategy rule enhancements.

New Simulation Conversion wizard

Valid from Pega Version 7.2

The data flow runs replace simulations that are driven by the Interaction rule instances. Simulations now leverage data processing and strategy instructions that are defined in data flows. Use the Simulation Conversion wizard to convert legacy simulation objects into data flows and data sets. The converted legacy simulations can be re-executed using the batch processing option on the Data Flows landing page.

For more information, see Converting simulations.

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