Agenda

Introduction to SDLC
BPM and BRE
Why Pega
What is Pega
Pega SixRs
Architecture
Using Process Commander
Common Rule types
Examining Rules using Process Commander

Business Process Management System (BPMS)

A software system which allows for the direct execution of business processes.
Removes the costly and time intensive development of process specific software

Can invoke external services to perform business operations

Can send messages to human workers requesting they perform certain tasks
Can call a Business Rules Engine to make automated decisions
Provides a process driven user interface
Examples: Lombardi from IBM, Savvion from Progress Software, Metastorm

Smart BPM Methodology

SmartBPM is not a single concrete prescriptive process, but rather an
adaptable process framework
Intended to be flexible so that the implementation teams can adapt the methodology to any size

project
Right-size the process to their project needs
The ceremony of the process should reflect the goals of the iterative phases

What Capabilities an Smart BPM should have

First BPM should directly captures the objectives of a business process.

Next, it should translates these objectives directly into a finished application. No programming is
required by you, because the system automates the creation of the required Java or HTML 5 code.

It sholud then automates the work taking many steps that were once performed manually,
applying decision logic, and then determining the outcome based on the business rules you
provide.

It should scale and differentiate your processes by building on basic functionality and frameworks,
and then adding the necessary layers to customize your application for your industry or your
location or your company.

By being technology and locale aware, It should makes it easy to engage customers on any device,

and through any channel.

And finally should easy integration to external data, and a zero-interruption architecture, Pega

ensures your enterprise-ready application can deliver the right data, when its needed.

Business Rules Engine (BRE)

A software system that manages business rules - Separates the business rules from the

application code
Is something which helps to reduce IT involvement

Examples

Microsofts BizTalk
Fair Issacs Blaze Advisor
IBM - WebSphere ILOG JRules

Types of Business Rules Engine (BRE)

Inference

Derives a conclusion based on a knowledge base

Answers questions when a user or application submits them
Example: Should this customer be allowed a mortgage?
Reactive

Detects and reacts to patterns of events occurring

Performs an action automatically when a certain rule is violated
Example: Alert a manager when certain items are out of stock

Benefits From Pega BPM Capabilities

There are three key benefits from this important capability:
First, theres no misunderstanding in matching the requirement to what is developed. The

business person can directly enter the process into the tool, or collaborate with a Pega architect to
do it interactively.
Second, the required documentation is automatically generated. This saves everyone a lot of time,

especially if the requirements change. And, since documentation comes directly from the system,
it is never is out of date.
More importantly, the system automatically generates the finished application!

Why Pega ?
Using Pega, companies are able to
Bring products to market faster - Many customers report 30% faster time-to-market using Pega

over competing solutions.

 Pega also makes it easier to Make, market, and sell more profitably; and deliver superior customer

engagements
Pegas customers are found in the financial services, insurance, healthcare, manufacturing, and energy

industries, to name a few

we start with the core Pega BPM technology, along with a basic application framework. This includes

things like rules and data structures that are useful to everyone

Why Pega ?
And Pega automatically generates the user interface using current web standards, markup (HTML5),
CSS and Javascipt. It also has native support for internationalization.

Thats why Pega BPM provides what we call a design-once, access anywhere user experience. You
create your UI once, deploy it on any device, in any locale, in any browser no coding required!
Pega automatically generates the details .

What is Pega ?
PRPC (PegaRULES Process Commander) is a software product created, licensed, and marketed

by Pegasystems Inc (NASDAQ: PEGA).

PRPC is the core component of Pegasystems's "SmartBPM" suit of BPM (Business Process

Management) solutions
PegaRULES Process Commander comes essentially as two discreet entities,

"PegaRULES", which is the core Java-based/Object-Oriented Rules engine (BRE)

"Process Commander", which is a layer of pre-configured rules that are designed to provide a
solid foundation to enable rapid onward development and customization in order to create
applications to fulfil the needs of the diverse client base using the technology. (BPM)

What is Pega ?
Is a software platform that allows businesses the opportunity to migrate all their disparate, diverse

and often complex business rules, practices and processes into one platform.
Provides number of building blocks that enable you to quickly and easily build an application to

suite the requirements of your business. The blocks (or Rules as Pegasystems calls them)
represent different parts of your application.
There are rules for screens, decisions, correspondence, interfacing to external systems, etc. You

can take these rules and put them together to design and build your solution.

Pegas SDLC Model

Pega uses its own SDLC model and terminology in all the phases of development

Six Rs
For accomplish the goals of being effective, efficient and flexible using Business Process
Management and Case Management?
Pega does this through six key areas of capability:
Receive, Route, Report, Research, Respond, Resolve

 Receive
Capturing essential data describing work. Different types of input channels are available Out of
Box. E.g. Keyboard input, scanned documents, fax, web services, email etc.

Route
Easily moving single pieces or clusters of work from person-to-person or department-todepartment
Thus, the customer profile triggers an SBR to a preferred customers queue in the call center. The
right customer service representative (CSR) quickly asks a few relevant questions (e.g., nearshore or offshore sailing?) and recommends an additional multi-line coverage umbrella.

 Report
Providing real-time visibility of work in progress, work completed, productivity, bottlenecks, and
quality.

Research
Accessing external systems and databases through connectors to support analysis and
decisionmaking.
Dynamically get the data needed to automate work when & as needed & using the best sources.

 Respond
Communicating status, requests for information, and progress to the work originator and to other
people involved in the work, by email, fax, written mail, and other means.

Resolve
Through automated processing and automated support of users, completing the work and
updating downstream systems promptly.

Tour to Designer Studio

Lets Login into Pega Designer Studio,

Designer Studio
The Pega 7 Designer Studio portal has four components - header at the top, explorer panel on the
left, work area in the middle, and the Developer Toolbar, that displays as a footer.

Header

Explorer Panel

Work Area

Developer ToolBar

Header Menu Includes..

The Pega 7 logo
The Designer Studio menu allows us to access Landing Pages. All of the categories available from this menu have
submenus. The categories that are shown depend on the features, RuleSets and privileges available to the
operator who is currently logged on.
The Application menu identifies the current application. The application menu contains options to view the
application information, switch applications or work pools, and to create a new application.
The Launch a portal menu lets us switch from the Designer Studio (or Developer portal) to another portal listed in
our access group.
The Create a case menu displays the case types that are available to create cases from.
Over to the right, theres a Search box that provides access to full-text search for rules, data objects and the help
system.
A Recents icon that, when clicked, displays a pop-up box that shows any recent items that were viewed by this user.
A help icon that points us to help options. Well talk more about help options later in this module.
and the operator menu this allows us to view our profile, access groups and preferences. We can also use this
drop-down menu to log out.

Common Rule Types

We are using different terms like , Portal, Roles, Operator ID, Access Group etc
What are those, Those are either Rules or Data instance

Rules
Rule Rules Are data constructs that define elements of the:
User interface
Business logic
Data storage
Stored in the rule repository in XMLA set of pre-defined rules are installed with Process Commander

In Pega each and every thing is either Rule or Data Instance

Common Rule Types Continued

Property
Activity
Harness
Section
Flow
Class

Common Rule Types Property

A field that holds data
Belongs to a class

Class Name
E.g. Bill Customer

Property:
First Name

Common Rule Types Activity

Activities automate processing
Callable programs that perform a specific action in memory or against the database
Belong to a class

Rule Type

Categor
y

Rule Class

Rule
Name

Rule Set

Common Rule Types Harness

Defines the appearance and processing of work object forms
Process Commander provides standard harness forms for entering, reviewing, updating, and

processing work objects and assignments

Category

Rule Type

Rule
Name

Rule Set

Common Rule Types Section

Defines the appearance and contents of one horizontal portion of a work object form

Rule
Type

Category

Rule
Name

Rule Set

Common Rule Types Flow

A flow rule is the fundamental representation of a business process in Process Commander.

Rule
Type

Category

Rule
Name

Rule Set

Common Rule Types Class

A group of rules related to a unit of work
Example

Class
Name

Purchase Order

Class Type

Class
Group
Name

RuleSets
Are named sets of rules
Every rule belongs to a RuleSet
Used for:

Access control
Migration of rules from one Process Commander system to another

 Esupply is a RuleSet

GetItemDetails Belongs
to Esupply

Rules Instance
Is created from a template called as rule type
Has a Java class which defines its behavior

Comparing PRPC to Java

Number:Rule-Obj-Property
Sample Java Code:
public class mango extends fruits
{
GetMangooes:Rule-Obj-Activity

Mango:
Rule-ObjClass

Number:Ru
le-ObjProperty

private int number;

public int getMangos()

{
return 1;
}
}

GetMangooes:R
ule-Obj-Activity

Data Instance
Consists of data values stored in the database
Often used by Rules for processing

Data Type : Data-Admin-Operator-ID

Data Type : Data-Admin-Operator-ID

Value: Admin@Agora-Group.com

How you can access the Rules

Rule and Data types are organized into categories

Categori
es

Exercise
Login as
Developer
admin@dmorg : rules
Manager
Manager@dmorg : rules
User
user@dmorg : rules

 Enter new purchase order

Create New request Approve purchase order.
Reject purchase order Use where am I? icon
View history and attachments
Navigate the portal

Doubts ? ? ?

Thank You