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How To Delegate A Rule in PEGA

This document describes how to delegate rules in PEGA to allow business users to update business policies without developer involvement. It outlines: 1. The prerequisites for delegating a rule, including a dedicated production ruleset and an access group for business users. 2. The steps to create and configure a production ruleset to hold the delegated rules. 3. How to delegate an existing rule by saving it to the production ruleset and granting access to the business user access group. 4. How business users can then edit the delegated rules from the configuration page and check-in their changes.

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Sadiq Shaik
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643 views11 pages

How To Delegate A Rule in PEGA

This document describes how to delegate rules in PEGA to allow business users to update business policies without developer involvement. It outlines: 1. The prerequisites for delegating a rule, including a dedicated production ruleset and an access group for business users. 2. The steps to create and configure a production ruleset to hold the delegated rules. 3. How to delegate an existing rule by saving it to the production ruleset and granting access to the business user access group. 4. How business users can then edit the delegated rules from the configuration page and check-in their changes.

Uploaded by

Sadiq Shaik
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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How to Delegate a Rule in PEGA

What is Rule-Delegation?

Rule Delegations enables the business users to update any business policies themselves without any
developer involvement.

How to delegate a rule / what are the Pre-Requisites for delegating a rule?

 A dedicated Production Ruleset.


 An Access group for business users who can update the business policies (we can create a new
access group or we can use the existing one).

Steps to create and configure the Production Ruleset

Step-1: Create a Production Ruleset

Goto > Records > Sysadmin > Ruleset > Create new
How to use Production Ruleset?

Goto > Application > Definition

Goto the Advanced Prodution ruleset array and add the “DelegatedRules:01-01” and save it.
Goto > Operator > Current Access group > Open

Open the current Access group and add the production ruleset (DelegatedRules:01-01) in the advanced
tab and save the rule.

Now check the Ruleset hierarchy from profile.


Note: As we can see above the “DelegatedRules:01-01” is on the top of the rulesets, this is because if we
add a ruleset in the application definition of production ruleset category, after adding if we run the
application or if we create an workobject then in background the rule resolution process will pick the
production ruleset first and vice versa.
Step-2: Create a new Access group for Business Users.

Records > Security > Access Group > Create new

Note: Best practice is to create the Access group name as <AppName:RoleName>

Provide the following details like Application, Portals and roles.


Goto > Advanced tab and add the production ruleset and save the rule.

What are the rules that can be delegated in PEGA?

There is no specific list of rules but, business rules like following.

 Decision rules – Decision Table, Decision Tree, Declare Expression, When, Map value, Scorecard,
Strategy, Text Analyzer.
 SLA.
 Correspondence.

How to delegate a business rule?

The rule which is saved in Production Ruleset should be delegated instead of the rule which is saved in
application ruleset.

Open the rule which has to be delegated which is in the higher version of Application Ruleset
Now save as the above rule in the context of production ruleset: “DelegatedRules:01-01-01”

Goto > Actions > click on Delegate

Note

 If we did not get the option “Delegate” then the operator does not have the privilege to
delegate.
 pxCanDelegateRules is the corresponding privilege and it is shipped by default with SysAdmin4
roles, It means the operator with Administrator Access group can always delegate rule.
Provide the Access group name and other required details and click on Delegate as shown above.

Step: 4 create an operator/login with business user, click on the configuration button on left.
Once we click on configuration, we can see the once delegated instance.

Click on Edit button that will open the Delegated rule, make the changes and save the rule

Update the amount to 250$, save the rule and checkin.


Open the “DetermineInvestigation” rule and see the changes been updated in the designer studio.

Where to find the Delegated Instances in Pega?

 We can check all the Delegated Instances in under “System-User-MyRules”

Note: To promote the rules of delegation to higher environment (UAT, Production), in the product rule
include “System-User-MyRules” instance also.

We can check the Delegated Instance.

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