RuleSets provide security and version control, and the ability to deploy your application to a different Process Commander

environment. A RuleSet must be created before building an application. The term RuleSet, as well as referring to the name instance i.e. the name of the RuleSet, sometimes informally refers to the contents (the rules) of that RuleSet. RuleSets in PRPC consist of 2 rule types:
y y

RuleSet Name (Rule-RuleSet-Name). The name can be a maximum of 64 mixed case characters. Spaces are not allowed. RuleSet Version (Rule-RuleSet-Version). The version has 3 categories: Major, Minor and Patch. For example 01-01-01 means Major Version 01, Minor Version 01 and Patch Version 01.


RuleSet Naming Conventions¶
y y y y y y

Use names that are short and catchy and clearly describe the RuleSet, avoiding obscure acronyms. Uniquely identify your company and the business purpose in the name. Do not use Pega or Pega- as a prefix for your RuleSet names as they are restricted. Use single word names with significant letters in uppercase. For example MycoLoan is better than mycoloan. Avoid using special characters such as dashes, underscores, plus signs or quotes. For a sandbox ruleset use a name that contains Test or Sandbox.


Standard Rulesets in PRPC¶
PRPC comes with standard RuleSets. By using the Rules By Type Explorer one can view a list of RuleSets in the system. The table below lists the standard RuleSets in PRPC.

RuleSet Name CheckInCandidates PegaAppDefinition Pega-Procom

Specification Empty initially, it supports the Rule check-in approval process and is used only by developers. This RuleSet is not locked. Optional RuleSet. This is used for Direct Capture Of Objectives. This is the base RuleSet. Includes workflow support and portal facilities.

Process Commander provides these three major categories of business rules to achieve multi-step parallel processing.´ Practice rules are created by both business and IT staff. With over 70 built-in specialized rules. apply New York state taxes. PegaRULES Process Commander manages complex work using both practice rules (rules that automate work) and process rules (rules that route and assign work). Please share your experiences and strategies around RuleSet Version. always offer that customer a rebate on future purchases.Pega-IntSvcs PegaWAI Pega-WB Pega-Rules Supports interfaces including connectors and services. bug fix and release. Over my last few years in PRPC development. and (3) once approved or rejected. activities. an automated correspondence is sent to the requester to relay the decision. but are managed primarily by business staff. The three segments are known as the major version. an organization might employ the following processes: (1) a tracking number is electronically assigned. For example. The version number in the form NN-NN-NN. ‡ Process Rules ² Define the procedural steps or flow regarding how humans and systems complete work. (2) a cost center manager receives an electronic assignment to approve or reject the shipment cost. when shipping costs exceed $2000. If the request is approved. minor version. Process rules are managed by business analysts or operation . then you need to have additional strategies in place to make sure rule resolution at run time can pick the correct version of the rule for execution.´ or ³When a purchase order for a personal computer exceeds $2. in addition to system rules. defines six digits in three groups that characterize the evolution and development of a rule instance.´ or ³When a preferred customer registers a product complaint.000. If you have folks who commit and release rulesets parallel to the development team. automated decision making. For example. (Optional) Internal Pega Rules engine. ‡ Practice Rules ² Represent business guidelines or policies that define and drive a business. Java generation and rule resolution. I've seen each application team use its own strategy to version rulesets for development. My team used increments of 5 at the start of each iteration. A RuleSet version is an instance of the Rule-RuleSet-Version rule type. and of the application it belongs with. Basic engine operations. then each inbetween version was used as a bug fix. and rich human and system interaction. the sender can then track the shipment through the delivery portion of the flow via the tracking number. Different Enterprise Rules Used in Pega RULES Unlike other BPM products. and patch version. Supports accessibility. it must be approved by Finance. ³When shipping products to New York.

3) Declarative Expression Rule ± A practice rule used when the value of a numeric field needs to be computed during application run time. ³Allow only dollar amounts in this field. ‡ System Rules ² Dictate how data is presented. Expression rules ensure that the value of a property is updated automatically when any of its dependent properties change ± eliminating the need for business users to track changes and perform recalculations. Practice Rules: Five commonly-used types of practice rules in PegaRULES Process Commander are described below. Process Commander compares and contrasts multiple variables. transaction-centric processing. These capabilities enable organizations to build ³smart BPM´ applications that generate increased return on investment. and real-time order fulfillment. if the maximum value of an entry field is $20 and the user inserts $30. a when condition evaluates a simple comparison of related values of properties. Through a single rule form.´ or ³Convert nine-digit zip codes into five-digit zip codes. Unlike other BPM products. Process Rules: Four commonly-used types of process rules in PegaRULES Process Commander are described below. and initiates an appropriate action based on the results. Through these rules categories. Process Commander provides the ability to create a complex decision flow of unrelated data and returns the appropriate response based on given facts. Process Commander will alert the user with an automated error message that a constraint has been violated. Process Commander safeguards an enterprise from failing to act on critical business operations when particular circumstances arise. 4) Declarative Constraint Rule ± A practice rule used to define conditions or limits on designated data entry fields. and eliminate the need for the application to track changes to data and reapply editing criteria. 1) Decision Tree Rule ± A practice rule that conducts fact-based inferencing (forward chaining). self-service models. The use of forms to create "if-then" types of logic significantly reduces errors and management challenges generally associated with lines of nested if-then code. 5) Activity Rule ± A practice rule that returns a command or a calculated figure based on given variables. PegaRULES Process Commander provides robust work management capabilities for solving complex business issues such as supply chain management. Constraint rules ensure that values meet predefined criteria. 2) Dimensional Decision Rule ± A practice rule that returns an answer or variable based on a single or multiple set of ³when´ conditions.´ or ³Fetch a Web Service from the supplier¶s intranet.managers. Process Commander does not require users to program lines of code to create custom automated responses or actions. For example. expert systems. . For example. At run time. stored and transported from one system to another.´ System rules are created and managed by system architects.

3) Work Delegation Rule ± A process rule that engages and enables Process Commander to access entities outside the system (i. 4) Service Level Agreement (SLA) Rule ± A process rule that monitors and ensures that work is completed in a timely manner. known as goals and deadlines. to indicate the expected or targeted turnaround time for the assignment (or time-to-resolve for the work object).. Microsoft Visio serves as the graphical front end to Process Commander¶s Rulebase. 1) Integration Rule ± A system rule that streamlines interfacing between two or more systems. automatic processing occurs (such as escalation). These rules promote reuse of data across the enterprise. without the need of client-side software. MQ. SOAP and Microsoft Dot NET. 2) Declarative Indexing ± A system rule that defines and stores relationship data between objects in the PegaRULES database. COM.e. as well as automating correspondence.1) Flow Rule ± A process rule that manages. The link is a one-time secure ³key´ to access the system. These rules enable the assignment of work to individuals. By placing either out-of-the-box or customized Microsoft SmartShapes on a Visio worksheet. non-registered users such as suppliers. Other assignment-related rules enable goals and deadlines to be set for assignments. Process Commander sends an embedded assignment through an e-mail message that contains a URL link to a work object within a flow. Process Commander provides pre-configured rules for CORBA. Process Commander not only highlights and reports on delinquent work. enabling organizations to leverage and maximize the existing IT infrastructure. and to occasional users. When a service level time is reached before an assignment is completed. business managers can easily link activities together to create. Unlike other systems. This capability extends the ability to perform work in Process Commander to all constituents throughout the extended enterprise. to pooled workbaskets. This rule enables Process Commander to send work assignments to users who require only infrequent access to the application. as well as enterprise databases ± eliminating the need to acquire third-party integration software. For example. a report can be generated to display all related rule instances ± dramatically 3) Transformation Rule ± A system rule that automates data mapping and parsing between disparate systems. customers and partners). but triggers escalation rules to ensure that work is completed as promised. and dynamically communicates with the PegaRULES Enterprise Rules Engine where all rules are saved and executed at run time. System Rules: Three commonly-used types of system rules in PegaRULES Process Commander are described below. view and update both the workflow diagram and its underlying processing logic. . With Declarative Indexing. where multiple rule instances exist with a data field entitled ³Zip Code. Each service level defines one or two time intervals. 2) Assignment Rule ± Process Commander includes numerous built-in rules associated with managing the assignment of work ± both within and outside the enterprise.´ changing the title of the field to ³Postal Code´ would require a programmer to find all rules that correlate to this title in order to make the change. monitors and automates work as it is assigned throughout a flow.

If a ruleset is entered along with the version information. 3.How Someone gets Access to Pega: Instances of the following provide users with access to rulesets and versions. all the versions will be available to the user. Pega-WB. based on the Ruleset version. Data-Admin-Requestor Data-Admin-Organization Data-Admin-OrgUnit Data-Admin-AccessGroup In these instances. 2. the versions will be available for the user. 4. The above said is the process of giving access to a group. and Pega-RULES). Without defining the ruleset here. If no version detail is entered. Data-Admin-OrgUnit and then finally to Data-Admin-AccessGroup and gets all the rulesets and versions defined on them respectively. login activity goes to Data-Admin-Organization. 1. Pega-IntSvcs. Login activity starts with the Data-Admin-Requestor instance for the browser requestor type and includes standard rulesets (Pega-Procom. Rule Resolution gets the ruleset for the particular user based on the order specified above. no one can access the particular ruleset. After authentication. . all the lower versions will be available to the user and no major version will be available to him. 1. 2.

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