Using a subprocess with a precondition aligns with Pega’s best practice for modeling stage-based processes. It cleanly encapsulates the credit check activity within the case life cycle and ensures it only executes when the defined business condition (precondition) is met, making the process flow clear and maintainable.

A harness-based checklist is the optimal solution for proactive, non-blocking guidance. It provides persistent, in-context visibility of requirements (like missing documents) directly within the user’s interface, improving the user experience and compliance without interrupting their workflow with obstructive pop-ups or validation errors.

Pega’s SLA framework natively supports calendars for measuring time in ‘business hours’. By creating a custom calendar and associating it with the urgency, the 15-minute ‘business minutes’ deadline will automatically pause outside the defined hours and resume when the next business period starts, perfectly meeting the requirement.

Using a report definition as the source for a decision table ensures that the routing logic executes against real-time, system-of-record data (like the live HR system). This eliminates data synchronization issues and stale data, making the routing dynamic and accurate without manual intervention or batch delays.

The core issue is loading thousands of records at once into a page list. Implementing pagination via a report definition source with a defined page size is the most direct and user-friendly optimization. It limits the data transferred and rendered initially, drastically improving response time while still providing access to all records.

Visibility conditions are the declarative, low-code Pega feature designed specifically for this purpose. They allow UI elements to be shown or hidden based on real-time property values. This approach is maintainable within App Studio, requires no custom code, and clearly expresses the business logic.

A decision table is the ideal Pega artifact for encapsulating complex, multi-dimensional business logic (like a discount rule). It is reusable, easily referenced by other rules (flows, reports, UI), and can be modified centrally in a business-friendly format, ensuring consistency and simplifying maintenance.

The fork and join shapes in a process flow are specifically designed to model parallel (concurrent) paths and their synchronization. A fork creates the parallel branches, and a join with the ‘All’ setting acts as a gateway that only allows the process to proceed once every incoming branch (stage) has been completed, perfectly meeting the requirement.

Pega’s built-in History system automatically tracks changes to properties when enabled at the class level. It captures the before/after values, the user who made the change, and the timestamp with no additional development effort. This is the standard, efficient way to implement a comprehensive audit trail.

Using a subprocess with a precondition aligns with Pega’s best practice for modeling stage-based processes. It cleanly encapsulates the credit check activity within the case life cycle and ensures it only executes when the defined business condition (precondition) is met, making the process flow clear and maintainable.0