Example of using Business Intelligence Exchange (BIX)

One use of BIX is that it can be implemented Business Intelligence Exchange (BIX) as a solution to extract data to the data marts

Situation: Transformation program to improve and automate the recovery management process for a large global insurer with complex reporting requirements.


Using BIX, Extraction rule can be configured to extract the instances of any work or data or assign class. Using the extraction rule, we can extract Single Value Properties, properties in a page, page list, page group, value list, Value group, embedded pages (all levels), embedded page group (all levels). Extraction rule provides the option to select the list of properties for extraction based on the applied to class of the rule. Direct properties and inherited properties of class will be available in extraction. Data can be extracted to xml format or csv format or Database table.

BIX extraction process can be scheduled by calling Process Commander Application libraries from the Ant script. We specify the data to be extracted and the output format by providing an Extract rule definition defined in Process Commander.

Pega PRPC topic to learn

Introduction to PRPC                                                                        
Ø  Using Process Commander and PRPC Developer Portal Basics
Ø  Architecture
Ø  Common Rule Types
Ø  Examining Rules Using PRPC (Class, Class Group, Rule Sets etc)
Ø  Understanding work and data class structures
Ø  Understanding Properties
Ø  Process Flows (Flow types, Shapes )
Ø  User Interface overview (Harness, Section etc )
Ø  Rule Set and Security Overview
Ø  Using the Clipboard and tracer
Ø  Implementing PRPC
Ø  Building Class Structure
Ø  Creating Property and Model Rules
Ø  Creating Flow Rules
Ø  Building the User Interface
Ø  Enhancing the User Interface
Ø  An overview of Declarative rules
Ø  Validation
Ø  Using decision rules
Ø  Using Activities
Ø  Assigning work
Ø  Integrating PRPC Applications
Ø  Connecting to an External Relational Database
Ø  Documenting and Saving your Work
 PEGA Hands On
Ø  Class Structure And Rule set Design
Ø  Environmental Setup
Ø  Application Profile, Application Accelerators
Ø  Building Primary Business Flows
Ø  Designing the Data Classes and Data Class Models
Ø  Building Secondary Business Flows and Exception Flows
Ø  Implementing Decisions, Validations etc…
Ø  Execution of flows and Unit testing and PAL Reports
Ø  Documenting and Packaging the rules.

What is PDCA ( The Deming Cycle)?

W. Edwards Deming in the 1950’s proposed that business processes should be analyzed and measured to identify sources of variations that cause products to deviate from customer requirements. He recommended that business processes be placed in a continuous feedback loop so that managers can identify and change the parts of the process that need improvements. As a teacher, Deming created a (rather oversimplified) diagram to illustrate this continuous process, commonly known as the PDCA cycle for Plan, Do, Check, Act*:
  • PLAN: Design or revise business process components to improve results
  • DO: Implement the plan and measure its performance
  • CHECK: Assess the measurements and report the results to decision makers
  • ACT: Decide on changes needed to improve the process

Pega BPM – An Intro

With Pega BPM, business can define, manage and change their processes exactly when they need to improve operations and add value to customer interactions.

Pega helps businesses build flexible and scalable  solutions that achieve predictable outcomes remarkably fast – often in sixty to ninety days.

Applications build with Pega BPM are easily defined and changed, because Pega directly capture business objectives.

The business results achieved with Pega BPM are compelling:

  – 30% increase in business
  – 40% improvement in productivity
  – Five times faster development

What is BPM?

BPM = Business Process Management

BPM is the organizational activity that incorporates: Planning, Designing, Building, Operating, Maintaining, and improving business processes and their enabling capabilities forever and for everyone.

Businesses would have a number of processes which need to be repeated over and over again. Some examples would include adding a new customer, modifying details of a customer, paying salary to employees, granting leave to employees, introducing products, etc. These processes also use variety of methods to input data such as web-pages, installed applications, call centers and back offices.

Many organizations, especially the large ones, use various software in each of the sub-divisions to automate and computerize these processes. BPM tools help in maintaining all business rules in one place. BPM tools also help in reducing the coding effort as they are business friendly.