Pega poc | Pega projects

  • View
    5.106

  • Download
    49

Embed Size (px)

Text of Pega poc | Pega projects

TRAVEL BOOKING

The following is a training exercise to walk you through the process of building a new application from scratch. You will be presented with business requirements and business flows to explain the application. You will then be taken through a step by step process to help you understand the components required and to gain a good understanding of the building blocks of PRPC and how they fit together.

The exercise will cover the following topics:

Class Explorer

Process Flows

Properties

Portals

Sections

Harnesses

Interfaces

User profiles

Access groups

Privileges

Case Management

Statuses

Declarative rules

Reporting

Activities

Correspondence

SLAs

Create an application to process travel bookings

Overview of application.

The business wish to create a new application to process, manage and report on their growing travel business. The business is currently concentrating on European destinations but there are future plans to extend this to the rest of the world. The business already has an Oracle database which contains hotels and villas available for rent in Europe which they intend to keep.

The business drivers for this new application are:- Faster processing of bookings- Immediate view of status of bookings- Reduce costs and increase revenue- Management Information reporting for greater visibility

The application must provide the following:

Ability to create a new travel booking

Update/amend an existing booking

Cancel a booking

Automatically send out correspondence to confirm booking

Send out customer satisfaction survey

Different views for users and managers

Provides alerts and reminders to ensure timely processing of the booking

Management reporting to include:- Bookings still awaiting payment- No of bookings made- Bookings by country

Travel Booking DetailsIn order to book a holiday, the following information is required:

Address of Passenger

Contact Number of Passenger

Email address of Passenger

Number of Passengers

Destination - town

Name of Hotel or Villa

Duration of travel

Departure Date Outward journey

Departure Time Outward journey

Flight No Outward journey

Departure Date Return journey

Departure Time Return journey

Flight No Return journey

Cost of flight

Total Cost of flights

Accommodation Cost

Total Cost of holiday

We are going to build three basic flows:- Create a new booking- Amend an existing booking- Cancel a booking

Below are displayed the high level business flows for New Travel Booking, Amend a Booking and Cancel a Booking. Use them as a guide to build your application; however, be mindful that there will undoubtedly be changes.

New Travel Booking Flow

Amend Travel Booking Flow

Cancel Travel Booking Flow

We are going to begin by using two tools provided by Pegasystems which will provide a basic framework for your application.

Application Profile

Enterprise Application

The Application Profile enables you to create and gather information related to the type of work you are doing, who is doing it, how long you estimate the project to take, etc. It produces a project document and then integrates with the Enterprise Application to enhance the information already captured.

We will start with the Application Profile and move on to the Enterprise Application.

Having read the business requirements and worked through the business flows you are now in a position to complete the Application Profile.

Note: Depending upon your user profile, your main screen may look different.

To start the APPLICATION PROFILE choose File from the menu and select New and Application Profile.

The following screen will be displayed.

The Application Profile tool will take you through a series of screens which you need to complete.

Get Started

Overview

Actors

Requirements

Work Types

Interfaces

Reports

Correspondence

Assumptions

Participants

Sizing

Document

The information entered will provide the basis for your application and for the Application Profile document that is generated at the end. Each section will provide the basic structure for your application. They can, however, easily be changed later.

Enter a Project Name - in this case Travel Booking and a Project description. Leave the other fields as they are. Click on the Next button

Click Generate application button

Building the Travel Booking Flow

The Enterprise Application will take you through a number of screens which have already been populated with the information you entered in the Application Profile. Here you may make changes and add additional information.

Application Background

Base and RulesSets

Actors

Roles

WorkType

Class Structure

Flow

Requirements

Reports

Correspondence

Review Application

Make any changes you wish but as this is a starting point for our exercise, please feel free to leave the information as it is. The last section, Review Application, shows you the rules and the class structure that the Enterprise Application will create.

Press the Create button.

The system will now create the basic rules. When it has completed press the Finish button. You will receive a message that the application has been created.

Click on the Switch to New Application button.

Let's start by seeing what the ENTERPRISE APPLICATION wizard has created.

On the left hand side of the screen is the Class Explorer. The Class Explorer allows you to view the rules in your application in a number of different ways. The three tabs at the top of the Class Explorer represent:

- App Explorer - shows rules grouped by application- Class Explorer - shows rules grouped by Class- Rules by Type - shows rules grouped by type

The Enterprise Application has created a basic class structure and rules, visible under the App Explorer tab.

From the Class Explorer, select Pega-FW-TravelBookingFW-Work, click on Process and then click on Flow. The default flow (TravelBookingMainFlow) is listed in the main window. Select the flow to display it.

Before we begin to make any changes, lets "run" the flow to see what an end user will see. Click on the icon.The following screen will appear.

Enter some dummy information and press the Create button. PRPC has created a new case and assigned it an ID.

Although functional, neither the screen nor the flow reflect the business requirements. We need to change the screen, and add new fields (properties). We also need to change the flow. Let's start by changing the screen.

Adding new properties

We are now going to add the new properties we need. For this exercise, we are going to create them under the Pega-FW-TravelBookingFW-Work class.NOTE: Remember when building a real application, the properties may be created at different levels in the class structure.

We are going to be adding the following properties:

Passenger Name - Text Field

Address of Passenger - Text Field

Contact Number of Passenger - Text Field

Email address of Passenger - Text Field

Number of Passengers - Integer Field

Destination - town - Text Field

Name of Hotel or Villa - Text Field

Duration of travel - - Text Field

Departure Date Outward journey - Date Field

Departure Time Outward journey - Time Field

Flight No Outward journey - Text Field

Departure Date Return journey - Date Field

Departure Time Return journey - Time Field

Flight No Return journey - Text Field

Has payment been received - True/False Field

Cost of flight - Decimal Field

Total Cost of flights - Decimal Field

Accommodation Cost - Decimal Field

Total Cost of holiday - Decimal Field

In the Class Explorer: - Right click on the Pega-FW-TravelBookingFW-Work class, click on New and then Property

Enter the name of the property you wish to create, in this case the first name of the passenger - for example, FirstName. This is a text field so leave the Type as Text. Then press the Quick Create button. Repeat this for all the other properties you wish to add, making sure you change the Type as appropriate. Don't worry if you make a mistake, you can change the Type later.

Once you have added the properties, they will appear in the Class Explorer

Note: To quickly add lots of properties you can use the Define Properties Wizard

Now that we have our properties, we need to add them to the screens.Building the Travel Booking Flow

The Enterprise Application will take you through a number of screens which have already been populated with the information you entered in the Application Profile. Here you may make changes and add additional information.

Application Background

Base and RulesSets

Actors

Roles

WorkType

Class Structure

Flow

Requirements

Reports

Correspondence

Review Application

Make any changes you wish but as this is a starting point for our exercise, please feel free to leave the information as it is. The last section, Review Application, show