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Pega Platform 23 - Case management

Pega Platform has infused Generative AI capability.


Generative artificial intelligence (generative AI) is a type of artificial intelligence that can generate text, images, or other media using generative models.


Lets try to use the Pega Gen AI capabilities to create a case. A case type is the Pega Platform template for a specific business process where users define the stages and steps in a case. A case is a specific instance of a case type where the actions that are defined in the stages and steps are executed.


Step 1- Let's first create a Pega application. I am using the Pega community edition.



Step 2- Create a Pega application.



Step 3 - Now we will create Case type. Here you will find the difference. Pega Gen AI capability provides us with suggestions. These are kind of Templates. I will select Customer Inquiry as a template.

Step 4 - The AI provides us Case Life cycle & data types. I will select this option.





Step 5- Once selected, we can see what Journey & Micro Journey is there. We can always modify these steps.



Step 6 - I Updated couple of details.


Step 7- This is the Fields to be created. we can always add/delete / modify this.





Step 8- I update couple of details.




Step 9 - Done - The Case type is ready for use.


Step 10 - Pega created the Views/UI also. This part is really interesting.




Step 11- Lets run the case now.






In the case type, Pega has provided us options to fill the data also using AI. This is only for reference / testing.



There is a lot more Pega has provided. I will try to explore those options in next Post.

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