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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.

Case Management

Valid from Pega Version 7.1.3

This release had a focus on extending key capabilities to improve the ease of configuration based on early adopter feedback.  Improvements were made in run-time performance, especially in high volume situations with complex case configurations.  A series of cosmetic changes and fixes are included.

  • The Wait shape now supports dynamic references.
  • Issues were addressed with the CreatePDF and the CascadingApproval Smartshapes.
  • Attachments have been improved.
  • Issues with the Create Case Type functionality were addressed.
  • The Pega Pulse functionality has been improved, including its performance.
  • When auditing a work item, History is now the default tab.

Decision Strategy Manager

Valid from Pega Version 7.1.3

Fixes were made that improve the configuration and execution of Batch Decisions. In particular,  the capability to use Structured Data has been enhanced. Some notable improvements have also been made to the UI of Visual Business Director.

  • The structured data input configuration will now work even though there is no data.
  • VBD has been enhanced to work with Version 7.1.
  • The structured data input configuration will now work with nested structures.
  • Association rules from Version 6.3 will now work with 7.1 structured data.

Deploy revisions directly in target environments

Valid from Pega Version 7.3

As a revision manager, you can now directly deploy or migrate completed revisions to multiple Pega 7 Platform environments that were configured as targets by the system architect. The revision management process is faster because you do not need to package a revision as a JAR file, and then manually import that file to the Pega 7 Platform. Additionally, this solution gives business users more control over application rulesets and enables them to act more independently.

For more information, see Direct deployment of revisions.

Delegation experience in revision management

Valid from Pega Version 7.3

Revision managers can now control rule authoring by assigning a delegation experience to any rule that is part of a revision management change request. Delegation experience types offer different rule authoring capabilities, so the revision manager can select the appropriate delegation experience for the task and the strategy designer’s experience.

File data set

Valid from Pega Version 7.3

You can now create a File data set that reads data from a file that is in CSV or JSON format. You can use this type of data set to test data flows and strategies.

For more information, see Creating a File data set record.

Support for following users in the Pega Express and Case Manager portals

Valid from Pega Version 7.3

You can now follow users in both the Pega Express and Case Manager portals. Posts that are made by users whom you are following are displayed in your Pulse activity feed in your dashboard. In addition, an icon indicates whether followed users are online.

For more information, see the following help topics:

Enhancements to the Send Email smart shape

Valid from Pega Version 7.3

The following enhancements have been made to the Send Email smart shape:

  • You can now configure the Send Email smart shape in Pega Express.
  • You can use templates, such as a rejection template, in your email.
  • You can use property values, which allow you to insert the value of a field in your case type, such as First Name, within the email.
  • You can insert a link to the case ID in your email.
  • You can more quickly configure your recipient list by using two options, instead of one, to send messages to either a list of email addresses or to fields.
  • You can choose to send either all case attachments in an email, or you can send attachments of a specified attachment category or an attachment type field. You can specify multiple attachment categories and attachment type fields.

For more information, see the following help topics:

Analyze intentions in text analytics

Valid from Pega Version 7.3

You can now analyze text content to determine whether it contains any underlying intention. Through intent analysis, you can determine whether your customers are likely to continue subscribing to your services, want to know more about your products, or whether you are facing customer churn. Based on the detected intentions, you can take appropriate actions to ensure the growth of your business and minimize customer churn. Intent analysis is supported only for the English language.

For more information, see Intent analysis and filtering.

Decision Analytics portal replaces Predictive Analytics Director portal

Valid from Pega Version 7.3

The Decision Analytics portal replaces the Predictive Analytics Director (PAD) portal, the Text Analytics landing page, and the Adaptive Models Reporting landing page. In this new work area for predictive analytics and text analytics, the business scientist can control the full model life cycle by building predictive models, importing PMML models, building sentiment analysis and text classification models, creating and monitoring adaptive models, and updating any existing models.

For more information, see Overview of the Decision Analytics work area.

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