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Simulation Case

Used to simulate how changes on rules affect to entities of a process (e.g. Customer Risk calculation, Warranties...)

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Overview

The case is completely customizable via extension points to be applicable in many industries and applications. Case uses branches to control changes.
Example is provided for a KYC product implementation: Customer risk calculation: the Customer risk is calculated using scorecards and decision tables.
It is wanted to check how the risk changes if a particular value on a scorecard is changed. The case allows modification of the rules, then testing and visualizing how the risk changes for the given customers.
Simulation case consist on the following process:

  1. Audience Selection: Select the entities (i.e. customers, cars...) that will be used during simulation.
  2. Calibration: Placeholder to allow editing of the rules (i.e. scorecards, decision tables...) inside a branch.
  3. Simulation: Run the process for the selected audience with the modified rules.
  4. Review: Display how the changes affected to the calculation.
  5. Deployment: Approve or reject branch changes, deploy using Deployment Manager (optional module). * Calibration (optional): Allow launching process to the instances.

Key Features

  • Placeholder case for a Simulation process.
  • Automatic calculation using changes applied on calibration.
  • Output of simulation outcome on customizable tables.
  • Automatic Rule Editing in branches.
  • Customizable reporting on Review step.
  • Extension points and allowence for customizations.
  • Deployment Manager Module to allow automatic merge using pipelines.
  • *KYC Extension Module (starting point to use Case in KYC). *Requires Pega Client Lifecycle Management for Financial Services (CLM/KYC).

Resources

Simulation Module

logo

Version

1.0

Compatible with

Pega Platform '23

Product Owner

Alba Bajo Maestro

Product Owner

Manoel Corujo Ferro

Last updated

January 21, 2025

Product Capability

Case Management Business Simulations
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