Understanding business change management, revision management, and pipeline automation
With business change management, business users can respond to changing requirements by modifying and deploying your application's rules in a controlled manner.
Business change management and revision management
Pega Platform provides business users with the means to implement and test modifications to their applications outside the enterprise release cycles. Revision management enables business users to respond quickly to changes in the external and internal factors that influence their business. Responses might include introducing new actions or propositions, imposing eligibility criteria, or modifying existing business strategies.
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.
Depending on the type of rule that you want to modify, business changes can be launched from the Pega Customer Decision Hub portal, or from a Pega 1:1 Operations Manager application. For more information, see Understanding the relationship between Pega 1:1 Operations Manager and revision management.
Business change management and pipeline automation
Although revision management packages can be manually created and deployed to the target environment, you can enhance your business change management process by using the automated deployment pipelines provided by Pega's Deployment Manager 5.1 or newer. Use Deployment Manager to increase the efficiency of business-as-usual application changes and automatize the deployment of revision packages.
Instead of manually deploying revision packages, you can run CI/CD pipelines to merge a revision package to the development system of record (SOR) and subsequently deploy that package through to your production environment by using a deployment pipeline.
Changes made in your business operations environment are merged to the system of records and deployed to each environment, as shown in the following figure:
- Understanding the relationship between Pega 1:1 Operations Manager and revision management
If you use Pega Customer Decision Hub and your organization has adopted Next-Best-Action Designer, use Pega 1:1 Operations Manager to manage business-as-usual changes to Action and Treatment rules.
- 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. As a system architect, use the Create New Application Overlay wizard to define the application overlay components, such as the revision ruleset or revision records.
- Launching a revision change request
As a revision manager, launch a change request by first creating a new revision, and then adding an associated change request within that revision.