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By using revision management, you can make the process of updating business rules in your application faster and more robust.

When business requirements and objectives change, you can adjust your decision management application by modifying rules such as Strategy, Decision Table, Decision Data, and Scorecard.

Use the revision management process to:

  • Give business users the ability to make, test, and implement changes to business rules.
  • Define the rules that are available to business users by creating an application overlay and managing revisions in the production environment.

The revision management process is defined by the Revision and Change Request case types.

For more information, see the Pega Community article Revision management of decisioning rules in Pega Platform.

  • Revision case type

    The primary purpose of the Revision case type is to initiate the process of changing business rules in your application. This case type covers all aspects of the revision life cycle. A revision can have one or more change requests associated with it. You can modify the stages, steps, processes, or assignments that are part of the Revision case type to make it simpler or more complex, depending on the business needs.

  • Change Request case type

    By default, the Change Request case type is the subcase that is created in the first stage of the Revision case type life cycle.

  • Managing revisions

    As a system architect, you control how your enterprise application changes when business users introduce modifications through revision management. To do this, you import, activate, discard, or roll back revisions in the production environment.

  • Addressing changing business requirements

    With revision management, business users can respond to changing requirements by modifying and deploying your application’s rules in a controlled manner.

  • Application overlays

    Application overlay is an application that is built on top of a decision management enterprise application. An application overlay defines the scope in which business users can change the application (for example, by managing propositions, modifying business rules, or running simulations) to adjust the application to constantly changing business conditions and requirements. System architects use the Create New Application Overlay wizard to define the application overlay components, such as the revision ruleset or revision records:

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