Objective

The objective of this capability is to streamline and automate the modernization of Pega Case Type rules by combining Business Extraction and GenAI‑powered Rule Authoring. This workflow identifies all rules associated with a Case Type, evaluates them for design and modernization improvements, and generates updated rule logic that users can review, refine, and co‑author before saving.
This approach significantly reduces manual analysis, accelerates modernization timelines, and ensures architectural consistency across the application.

Technical Process

1. Import Required Tools

Import both the Rule Authoring and Business Extraction tools into the Pega environment to enable end‑to‑end analysis and code generation.

2. Access the Rule Authoring Portal

Navigate to the Rule Authoring Portal, which serves as the central workspace for analysis, assessment, and generation activities.

3. Select the Case Type for Modernization

Choose “Case Type” as the Rule Type and then select the specific Case Type rule you want to modernize.

4. Trigger Business Extraction

Upon selecting the Case Type rule, the Business Extraction engine automatically identifies and retrieves all associated rules across the inheritance and reference hierarchy.

5. Assess Rules Using GenAI

Click “Assess All” to invoke GenAI.
GenAI evaluates each rule for:

• Design review gaps
• Modernization opportunities
• Best‑practice alignment
• Potential simplifications or refactoring

6. Generate Updated Rule Code

Click “Generate” to use the Rule Authoring engine.
This step automatically generates improved rule logic based on GenAI’s assessment, producing modernized, cleaner, and more maintainable rules.

7. Preview the Updated Rule

Click “Preview” to visualize the generated rule in preview mode.
This allows users to inspect updates before saving.

8. Co‑Author and Finalize

Users can review, refine, or add adjustments before saving the enhanced rule—enabling collaborative co‑authoring between developer and GenAI.

Business Advantages

✔ Automated Rule Modernization

Automatically generates improved rule logic with best‑practice recommendations, minimizing manual effort.

✔ Reduced Modernization Time

Significantly cuts down the time required for rule review and refactoring by automating analysis and generation steps.

✔ Higher Design Quality

Ensures consistency with Pega design principles and modernization standards through GenAI‑driven assessments.

✔ Co‑Authoring Flexibility

Allows developers to refine and finalize generated rules, balancing automation with expert control.