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Customizing the memo text for an audited rule

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You can customize the memo text to provide a more detailed description of the change that was made to a rule or data object. Use field value rules to change the memo text that is displayed on the history details reports for a property.

  1. In Dev Studio, in the navigation panel, click Records Data Model Data Transform .

  2. Search for the data transform named pyTrackSecurityChanges and open it.

  3. On the Definition tab, leave the Source field blank for the row that sets the property.

  4. Create three field value rules. In the Label field, enter the following values.

    • TrackSecurityChange_Add
    • TrackSecurityChange_Change
    • TrackSecurityChange_Remove
  5. In the Field Name field, for each field value, enter the name of the field where the memo text will be displayed.

  6. In the Apply to (class) field, for each field value, set the class that the data transform applies to.

  7. Click Create and open for each field value.

  8. On the Localized Label tab, in the To field, enter the text to display in the memo field.

    1. In the TrackSecurityChange_Add field value, enter {1} to refer to the new value of the tracked property.

    2. In the TrackSecurityChange_Change field value, enter {1} to refer to the old value and {2} to refer to the new value.

    3. In the TrackSecurityChange_Remove field value, enter {1} to refer to the old value of the tracked property.

  • Rule and data change auditing

    Pega Platform maintains a history of changes to certain data classes and rule types. You can use this history to diagnose system issues and to demonstrate compliance to internal and external auditors.

  • Enabling security auditing for a data class or rule type

    You can record changes for single values and aggregate properties when you enable security auditing.

  • Auditing changes to aggregate properties

    The history detail for aggregate properties does not indicate changed values as it does for single-value (scalar) properties. Instead, the history details shows two entries when a value is changed: one entry about deleting the prior value and another about adding the new value.

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