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Published Release Notes

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

Improvements for test cases and assertions

Valid from Pega Version 8.4

The process of modifying test cases and assertions has been improved. Adjusting test cases to application changes is now much easier.

You now can:

  • Select a page on which to run a tested rule.
  • Change the class and rule of unit test cases.
  • Create assertions that validate specific error messages on pages, properties, and activities.
  • Automatically update decision result assertions with property changes made to a rule.
  • Modify a rule's properties directly from decision result assertions.

For more information, see:

Email bots now support multiple languages

Valid from Pega Version 8.4

You can now configure Pega Email Bot™ to perform text analysis, use training data and triage emails in multiple languages, for example, English, French, German, and Spanish. By detecting topics and entities from emails in different languages, the system can suggest the correct business case and provide an email response in the user's own language.

For more information, see Selecting languages for an Email channel and Enabling automatic language detection for text analysis.

Support for seamless transitions between IVAs and customer service representatives

Valid from Pega Version 8.4

To ensure the best user experience in chat sessions with a Pega Intelligent Virtual Assistant™ (IVA), customer service representatives (CSRs) can now step in and take control of a chat session multiple times, when the chatbot is not capable of correctly answering the user. After the user problem is resolved, the CSR can seamlessly switch control of the chat session back to the chatbot.

Simulation of data pages and third-party connections

Valid from Pega Version 8.4

When configuring your unit test case environment, you can now set up simulated data for connector and data page rules, instead of connecting to external sources.

By simulating such data calls, you are not dependent on any third-party server when running your tests.

This feature supports the following rules:

  • Data page
  • Connect-Cassandra
  • Connect-CMIS
  • Connect-dotNet
  • Connect-EJB
  • Connect-HBase
  • Connect-HTTP
  • Connect-Java
  • Connect-JMS
  • Connect-MQ
  • Connect-REST
  • Connect-SAP
  • Connect-SAPJCo
  • Connect-SOAP

For more information about simulating third-party connections, see Simulating data pages and third-party connections.

New branch quality dashboard

Valid from Pega Version 8.4

Pega Platform™ 8.4 introduces a new branch quality dashboard that shows the following metrics:

  • The branch’s guardrail compliance score and the number of guardrail violations
  • The percentage and number of unit tests that passed for the branch
  • The percentage and number of rules that the tests cover
  • Potential merge conflicts that can be addressed directly from the branch quality dashboard

For more information about the new branch quality dashboard, see Viewing branch quality and branch contents.

Unified Messaging Desktop integration with Pega Platform

Valid from Pega Version 8.4

You can now use the Pega Unified Messaging Desktop™ customer service solution with a Pega Platform™ application so that customer service representatives (CSRs) and other users, such as managers, can respond to user requests more quickly and in a more consistent manner. With integrated Pega Unified Messaging Desktop, CSRs can escalate user requests from Pega Intelligent Virtual Assistants™ (IVAs) by using case processing and artificial intelligence alongside Pega Customer Service™

For more information, see Develop a single IVA channel to chat across different messaging platforms.

Updated default dynamic system setting for requestor pools

Valid from Pega Version 8.4

Clients can now enable or disable requestor pools for processing service requests using a new dynamic system setting called EnableRequestorPools with Pega-IntegrationEngine as the owning rulest. Previously, all deployments utilized requestor pools to improve service processing response efficiency; requestor pools eliminated overhead by automatically returning a requestor to the pool after it fulfills a service request. Starting in Pega Platform 8.4, requestor pools are disabled in Client-managed cloud deployments, since these deployments use autoscaling to handle service request traffic. Enabling requestor pools in Kubernetes environments is not recommended, because they can inhibit the default autoscaling settings in the environment.

Requestor pools remain enabled by default in Pega Cloud and on-premises environments.

To help clients navigate this change, Pega has updated its best practice guidance for configuring requestor pools. For an overview, see Requestor pooling for services. For guidance on the use of requestor pools in your application, see the EnableRequestorPools entry in Dynamic system settings data instances.

Upgrade impact

Requestor pools are disabled by default in Pega Platform 8.4 in client-managed cloud deployments. Clients who deployed previous versions of Pega Platform on a Kubernetes environment and who upgrade to Pega Platform 8.4 could see that their services behave differently.

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

If clients that are deployed in a Client-managed cloud environment need to configure their services to use requestor pools and they understand how to configure requestor pools for their optimized use, these clients can re-enable requestor pools. Clients should review the best practice for configuring requestor pools before they re-enable requestor pools. To re-enable requestor pools, you modify the EnableRequestorPools setting in the Pega-IntegrationEngine Owning ruleset from “disabled” to Enabled [no value]. For details, see Editing a dynamic system setting.

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