Designing Seamless Connection between Two Pega Applications for Users with Multiple Entitlements
How can we design a seamless connection between two Pega applications, allowing users entitled to both applications to access cases in read-only or write mode?
What integration strategies, data sharing mechanisms, and access control policies should be considered to achieve a unified and efficient user experience for users with appropriate entitlements in both applications?
Both application resides on different infra (server/DB/Pega instance).
-
User1 has access to both the Auto Loan and Mortgage applications.
-
When User1 logs into the Auto Loan application, they can seamlessly navigate to to Mortgage a case (of the Mortgage application) by clicking on the case ID to read or edit the case.
Note: Not looking for Process Fabric option for the usecase.
Pegasystems Inc.
GB
@AKSHAY To design a seamless connection between two Pega applications, you can use Federated Case Management (FCM) to integrate the applications. FCM allows users to access cases from multiple applications without changing context, promoting efficiency and saving time.
To achieve this, follow these steps:
@AKSHAY To design a seamless connection between two Pega applications, you can use Federated Case Management (FCM) to integrate the applications. FCM allows users to access cases from multiple applications without changing context, promoting efficiency and saving time.
To achieve this, follow these steps:
- Configure the producer system for remote case types in the application that stores your case types. This will enable case workers to process work from multiple applications without changing context. For more information, see the 'Configuring a producer system for remote case types' reference.
- Set up appropriate access control policies to ensure that users interact with relevant case data only. You can configure case access settings to expose only applicable actions and information to users, protecting confidential data and ensuring that only appropriate users can perform certain actions. For more information, see the 'Providing case access' reference.
- Use Pega Web Mashup or Pega Digital Experience (DX) API to embed Pega UI directly into your existing application. This allows users to access cases from both applications seamlessly. Pega Web Mashup provides the quickest way to embed even complicated, multistep, and dynamic processes directly into your application. Pega DX API can be used if you require more flexibility and customization than a mashup can provide.
By following these steps, you can create a unified and efficient user experience for users with appropriate entitlements in both applications.
This answer came from a Pega gen-AI assistant using the below references. As a Support Center moderator, I reviewed the answer and references for accuracy:
Understanding and complying with case management best practices > Providing
Configuring a producer system for remote case types
Development of web self-service interface