Rule Delegation in Pega
Rule Delegation
Rule Delegation allows the end users\business users to modify\update the rules by themselves without the help of any developers in production environments.
To delegate the Decision Table choose Action > Delegate.
In Production Environment all the rules will be within the locked ruleset, where we cannot unlock the ruleset and update the rules in production.
So we maintain a separate production ruleset in an application , which can have one or more unlocked ruleset in it where the delegated rules can be maintained.
The Access Group is created and used to restrict the unknown user access to the production ruleset. Only the users who are part of that access group can able to modify the rules in the production ruleset.
The Rule types in Pega that can be delegated are:
- Paragraph
- Decision Table
- Data types that have data records
- Correspondence Types
- Service Level Agreements (SLA's)
How to Delegate the Decision Table.
Example: SalAmtDeduction is the Decision Table we are going to delegate now. And it can be updated in future in production environment by business users.
To delegate the Decision Table choose Action > Delegate.
While delegating the rule it will ask for the following:
Access Group : Who can access this delegating rule.
Title : Title of the delegating rule.
Description : Description of the delegating rule so that in future the business users can understand the purpose of updating this rule.
After delegating the rule, we can update the delegated rule from Manager Portal(Manager - One of the operator in the selected Access Group so the delegated rule will be accessible to the Manager).
In Case Manager Portal, all the delegated rule will be under the Configuration in App Menu Explorer.
After updating the delegated rule from the Manager Portal all the updated changes will reflect in the Designer studio Portal as well.
Favorite
Remaining Rule Types like Flow, DSS, Services etc can be delegated using Favorites.
A favorite is a link to a rule or data instance. The favorites used to quickly find items while working in Designer Studio or the Case Manager portal.
You can create favorites that are visible to your operator exclusively, another operator, or all operators within a specified access group.
You also have the option to open the same version or highest version of the rule that has been added as favorite.
How to Add a rule to favorite.
Example: By adding a rule to favorite in pega , you can quickly find that rule instead of searching for that rule in the application.
To add a rule to favorite -- Rule (Eg. Flow Action) Actions > Add to favorite.
While adding a rule to favorite , we have to give the following:
Label : Name of the Favorite rule.
Add to: For which user/operator or an access group you are adding the rule as favorite.
And Select whether to want the original or highest version of the rule you are adding to favorite.
After making the rule as favorite, we can able to see the favorite rule under Favorite in the App Explorer.
And also under the Operator > Favorite Options.
We can also edit the favorite rule by changing the label of the rule or remove the rules from favorite.
By App Explorer or by Operator > Favorite > Edit Favorite Options:
Delete Delegated Rule
Like Delegating a rule, we can also roll back the delegation of the rule\ remove the rule delegation in pega.
All the delegated rules will be created as a instance of System-User-MyRules Class in pega.
Delete the instance of the delegated rule to delete the delegated rule in the application.
How to delete/remove the delegated rule.
Example: All the rules which are delegated or rules added as favorite is created as a class instances of the class System-User-MyRules.
The instance with type as DelegateAG are the delegated rules which are associated with the access group.
The instance with type as Individual are the rules which are added as a favorite by the Operator Under him and the type Access Group are the favorite rules added to all the operators in the access group.
If you want to delete or remove the rule which is delegated then you can delete the instance of the delegated rule under the class (System-User-MyRules).
Once you delete the delegated rules the rule will be no longer visible to the Manager or operators in the access group and the Configuration will also be not available in the Case Manager Portal.
