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Use case

How can we retrieve and display location-based results—such as nearby stores, service centers, or branches—based on user input like zip code or address, sorted by relevance (e.g., distance)? This approach should be flexible enough to support any type of search scenario, not just bank locations.

Solution Overview

By harnessing the power of Pega Constellation and GenAI Connect, you can create dynamic, intelligent search experiences within your Pega applications. GenAI enables you to process complex queries—such as finding locations, services, or resources based on user-defined criteria—by interpreting natural language or structured input and returning relevant, sorted results. Pega Constellation provides a modern, responsive user interface to capture search inputs and present results in an engaging and user-friendly way.

While GenAI’s processing might occasionally introduce a slight delay, you can leverage Pega’s out-of-the-box (OOTB) activity to keep users informed and ensure they receive up-to-date results with a simple refresh. This approach is not limited to bank locations—it offers a flexible, reusable framework for any location-based or criteria-driven search scenario, making your application smarter and more adaptable to evolving business needs.

Step-by-Step Implementation

• Define an Embedded Page List

  • Add an embedded page list to your Case Type to store branch locations.
  • This list will be populated by the GenAI Connect response.

• Configure Zip Code Input and Results Display

  • Create a zip code entry field in the user interface.
  • Set up a list view to show bank branches returned by GenAI.

• Set Up GenAI Connect Integration

  • Configure GenAI Connect to prompt for bank locations near the entered zip code.
  • Map response parameters from GenAI to the embedded page list structure.
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• Enable Form Refresh on Zip Code Change

  • Configure form refresh settings  in the Flow action rule so that changing the zip code triggers GenAI Connect inside the data transform.
  • Ensure the fetch action retrieves the latest bank locations based on the new zip code.
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• Save Results Using a Savable Data Page

  • Use the GenAI Connect to store the retrieved branch locations.
  • Set up the data page to persist results to a data table for easy access and future reference.
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• Retrieve Locations from Data Table

  • Configure a Data Reference (Single Page) to pull locations from the data table.
  • Use this reference to display results in the UI.

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• Refresh the View with OOTB Activity

  • Leverage Pega’s OOTB refresh activity to update the UI once new data is loaded.
  • Notify users to click “Refresh” to see the latest branch locations.

Summary

With Pega Constellation and GenAI Connect, you can create a dynamic branch locator that’s both intelligent and user-friendly. Handling GenAI response times with clear prompts and refresh actions ensures a seamless experience for users searching for nearby bank branches.

Questions or ideas to make this solution even better? Share with the Pega community below!