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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:
- Audience Selection: Select the entities (i.e. customers, cars...) that will be used during simulation.
- Calibration: Placeholder to allow editing of the rules (i.e. scorecards, decision tables...) inside a branch.
- Simulation: Run the process for the selected audience with the modified rules.
- Review: Display how the changes affected to the calculation.
- 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

Version
Compatible with
Pega Platform '23Product Owner
Product Owner
Manoel Corujo FerroLast updated
January 21, 2025Product Capability
Case Management Business Simulations