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Configuring a consumer system for remote case types

To process cases that come from another application, configure the system that hosts your destination application as a consumer. As a result, at run time, users can perform work from multiple applications within the context of one consumer application, without the need to switch between different products.

For example, a customer service representative (CSR) can use a Financial operations application to work on cases that belong to the Loan requests and Mortgage requests applications. In this case, the Financial operations application is on a consumer system, while the Loan requests and Mortgage requests applications operate on a producer system.

Configuring a consumer system requires a keystore and truststore that support connection to the producer system, as well as copying and then editing a token profile that Pega Platform includes by default.

  1. Create a truststore with the Remotecasetype_Truststore name, and then upload the .jks truststore file of the producer system.

  2. Create a keystore with the Remotecasetype_Keystore name, and then upload the .jks keystore file of the consumer system.

  3. In the navigation pane of Dev Studio, click Records.

  4. Expand the Security category, and then click Token Profile.

  5. In the list of instances, open the Remotecasetype_Consumer token profile.

    For remote case types to work correctly, configure the token profile that Pega Platform includes by default instead of copying or creating a new instance of the token profile.
  6. In the Security section of the token profile, configure security settings:

    1. In the Security configuration list, select Signature.

    2. In the Signature type list, select Asymmetric.

    3. In the Signature type algorithm field, press the Down arrow key, and then select RS256.

    4. In the Keystore field, enter the keystore that you created in step 2.

      The JSON web key set URI from the Security section of this token profile is the URL that you use when you create a truststore for the producer system.
      When you select the keystore, the system autpopulates the alias value.
    5. In the Password field, enter the password related to the keystore.

  7. Click Save.

The following figure shows security configuration for the token profile of the consumer system:
Security section of a token profile
The Security section of the token profile configured for the consumer
                        system
Create a connection between your applications so that you can publish remote case types. For more information, see Creating remote case types.

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