Display a Pega UI in a Non-Pega Environment and Create a Pega Case with the Submitted Form Data

Hi All,

We have a requirement to display a Pega UI within a non-Pega application. After a user enters the required data and submits the form, a Pega case should be created automatically. The submitted data should be passed to the case, and the case should then progress to the next step in the case type.

Could you please suggest the best approach to implement this requirement?

Hello,

Based on the requirement, the recommended approach depends on whether your application is built using UI Kit or Constellation.

UI Kit Applications

For UI Kit-based applications, you can consider the following options:

  1. Pega Web Mashup

    • Embed the Pega UI directly within the non-Pega application using a Mashup.
    • The user enters the required information in the embedded Pega form.
    • Upon submission, the case is created in Pega and the flow automatically proceeds to the next step based on the case design.

Constellation Applications

For Constellation-based applications, the recommended approaches are:

  1. Web Embed

    • Web Embed is the Constellation equivalent of a traditional Mashup.
    • It allows you to render Constellation UI components inside a non-Pega web application using the generated embed snippet.
    • Users interact with the embedded Constellation view, and case processing continues within Pega.
  2. Constellation DX API

    • If you prefer to use a fully custom UI in the external application, use the Constellation DX API.
    • The external application can submit the collected data through the Create Case endpoint.
    • The case is created with the provided values, and the workflow can continue to the next stage/assignment according to the case design.

Recommendation

  • If you want to reuse Pega UI, use Web Mashup (UI Kit) or Web Embed (Constellation).
  • If you want the external application to own the UI, use Case Creation APIs / DX APIs and let Pega handle the case lifecycle and workflow progression.

Please let us know whether the target application is UI Kit or Constellation, and whether the external application should render Pega screens or use its own custom UI, so we can provide more detailed implementation guidance.

Thanks Praveen for sharing the information.

In our application we are using constellation and Pega version is 24.2.4.

Thanks

Piyali

Thank You Update @PiyaliM0611. Please validated suggested approaches to achieve your requirement and share the response.

Thank You.