# \#case-management **URL:** https://forums.pega.com/tag/case-management/37.md [Latest](https://forums.pega.com/latest.md) · [Categories](https://forums.pega.com/categories.md) · [Tags](https://forums.pega.com/tags.md) --- ## [Extract Information from Documents with Doc AI Connect in Pega Infinity™ 26.1.1](https://forums.pega.com/t/extract-information-from-documents-with-doc-ai-connect-in-pega-infinity-26-1-1/13982)
**Author:** [@RameshSangili](https://forums.pega.com/u/RameshSangili)\ **Replies:** 8\ **Last updated:** [November 13, 2026, 7:25pm UTC](https://forums.pega.com/t/extract-information-from-documents-with-doc-ai-connect-in-pega-infinity-26-1-1/13982 "2026-11-13T19:25:18Z")
Enjoyed this article? See more similar articles in :fire::fire::fire: Pega Gen AI Cookbook - Recipes :fire::fire::fire: series Extract Information from Documents with Doc AI Connect in Pega Infinity™ 26.1.1 Introduction … --- ## [How to expose Pega as MCP server for external AI clients (Infinity '26)](https://forums.pega.com/t/how-to-expose-pega-as-mcp-server-for-external-ai-clients-infinity-26/12786)
**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\ **Replies:** 20\ **Last updated:** [November 13, 2026, 3:15pm UTC](https://forums.pega.com/t/how-to-expose-pega-as-mcp-server-for-external-ai-clients-infinity-26/12786 "2026-11-13T15:15:06Z")
This knowledge-sharing article demonstrates how to expose a Pega application as an MCP (Model Context Protocol) server and enable external AI clients, such as Claude, to securely interact with and process Pega cases thro… --- ## [Guidance on Blueprint-Based Constellation Modernization for a Legacy UIKit Application](https://forums.pega.com/t/guidance-on-blueprint-based-constellation-modernization-for-a-legacy-uikit-application/14033)
**Author:** [@UtsabBora19981](https://forums.pega.com/u/UtsabBora19981)\ **Replies:** 0\ **Last updated:** [November 13, 2026, 1:06pm UTC](https://forums.pega.com/t/guidance-on-blueprint-based-constellation-modernization-for-a-legacy-uikit-application/14033 "2026-11-13T13:06:45Z")
Hi all, We are modernizing an eight-year-old legacy application built on UIKit. The application is currently running on \*\*Pega Platform 26.1.1\*\*. We exported a Pega application signature file for selected case types us… --- ## [Pega 24.2 Constellation: Best approach to display cases from multiple work case types in a single view](https://forums.pega.com/t/pega-24-2-constellation-best-approach-to-display-cases-from-multiple-work-case-types-in-a-single-view/13995)
**Author:** [@FerdinandT17473425](https://forums.pega.com/u/FerdinandT17473425)\ **Replies:** 4\ **Last updated:** [November 12, 2026, 12:31pm UTC](https://forums.pega.com/t/pega-24-2-constellation-best-approach-to-display-cases-from-multiple-work-case-types-in-a-single-view/13995 "2026-11-12T12:31:39Z")
Hi everyone, I’m working in Pega Platform 24.2 using Constellation UI and I’m looking for the recommended approach to display case information from multiple case types in a single view. Scenario I have multiple case ty… --- ## [Hide 'Fill Form with AI' for a specific case type/s'](https://forums.pega.com/t/hide-fill-form-with-ai-for-a-specific-case-type-s/13871)
**Author:** [@Nirushiya](https://forums.pega.com/u/Nirushiya)\ **Replies:** 10\ **Last updated:** [November 12, 2026, 10:10am UTC](https://forums.pega.com/t/hide-fill-form-with-ai-for-a-specific-case-type-s/13871 "2026-11-12T10:10:39Z")
I need to hide the “Fill Form with AI” button for a specific case type or a specific Flow Action view. Since the related OOTB rules (e.g.pzEnableFillFormWithAI) are marked as final and cannot be overridden, what would be… --- ## [properties mapped in service response mapping not sent fully to calling service, due to service called within that DT is failing](https://forums.pega.com/t/properties-mapped-in-service-response-mapping-not-sent-fully-to-calling-service-due-to-service-called-within-that-dt-is-failing/9718)
**Author:** [@patchik5](https://forums.pega.com/u/patchik5)\ **Replies:** 1\ **Last updated:** [November 12, 2026, 2:09am UTC](https://forums.pega.com/t/properties-mapped-in-service-response-mapping-not-sent-fully-to-calling-service-due-to-service-called-within-that-dt-is-failing/9718 "2026-11-12T02:09:06Z")
we are using service-rest in the service response mapping Data transform, we are setting so many properties, including one service call (connect soap). when the soap service is failing, but the parent service rest is suc… --- ## [Concurrent Agentic Orchestration with Pega](https://forums.pega.com/t/concurrent-agentic-orchestration-with-pega/13831)
**Author:** [@kaspk](https://forums.pega.com/u/kaspk)\ **Replies:** 12\ **Last updated:** [November 11, 2026, 9:51am UTC](https://forums.pega.com/t/concurrent-agentic-orchestration-with-pega/13831 "2026-11-11T09:51:44Z")
In this article, we explore how a concurrent agentic orchestration pattern can be achieved within Pega. Before diving in, a word of advice: check whether the use case really needs a fully agentic flow or whether a Pega w… --- ## [Restrict Change Stage Action to Previous Stages Only and Prevent Skipping Future Stages](https://forums.pega.com/t/restrict-change-stage-action-to-previous-stages-only-and-prevent-skipping-future-stages/13922)
**Author:** [@Vinod\_Kuncham](https://forums.pega.com/u/Vinod_Kuncham)\ **Replies:** 2\ **Last updated:** [November 11, 2026, 1:35am UTC](https://forums.pega.com/t/restrict-change-stage-action-to-previous-stages-only-and-prevent-skipping-future-stages/13922 "2026-11-11T01:35:11Z")
Hi Team, While working on a case workflow, I noticed a behavior with the Change Stage action. Scenario Consider a case with the following stages: Intake Review Approval Resolution If the case is currently in Review,… --- ## [Constellation tips: Transfer Adhoc assignment (work-around for INC-D33794)](https://forums.pega.com/t/constellation-tips-transfer-adhoc-assignment-work-around-for-inc-d33794/13994)
**Author:** [@Chunzhi\_Hong](https://forums.pega.com/u/Chunzhi_Hong)\ **Replies:** 2\ **Last updated:** [November 10, 2026, 2:13pm UTC](https://forums.pega.com/t/constellation-tips-transfer-adhoc-assignment-work-around-for-inc-d33794/13994 "2026-11-10T14:13:07Z")
The OOTB “Create Assignment” action is useful when you need to manage a list of Ad-Hoc ToDo items…however, there is a known product limitation (INC-D33794) which prevent you transfer your Ad-Hoc tasks to someone else…Thi… --- ## [Configuration Set - Decision table](https://forums.pega.com/t/configuration-set-decision-table/12065)
**Author:** [@Surya\_Sagar](https://forums.pega.com/u/Surya_Sagar)\ **Replies:** 15\ **Last updated:** [November 9, 2026, 4:40pm UTC](https://forums.pega.com/t/configuration-set-decision-table/12065 "2026-11-09T16:40:20Z")
Hi, I have created a Configuration Set with Decision table as a source. When I check in Administration landing page from Manager portal, configuration set is displayed as read only field with text “CALCULATED”. Manag… --- ## [Extend Pega Customer Engagement Studio with supported extension points](https://forums.pega.com/t/extend-pega-customer-engagement-studio-with-supported-extension-points/13965)
**Author:** [@rudeo](https://forums.pega.com/u/rudeo)\ **Replies:** 1\ **Last updated:** [November 6, 2026, 3:15pm UTC](https://forums.pega.com/t/extend-pega-customer-engagement-studio-with-supported-extension-points/13965 "2026-11-06T15:15:32Z")
Every organization runs marketing operations a little differently. Pega Customer Engagement Studio™ simplifies that work while remaining flexible enough to accommodate different business needs. Teams do not have to choos… --- ## [Deliver governed and predictable outcomes with Pega Customer Engagement Studio](https://forums.pega.com/t/deliver-governed-and-predictable-outcomes-with-pega-customer-engagement-studio/13946)
**Author:** [@rudeo](https://forums.pega.com/u/rudeo)\ **Replies:** 0\ **Last updated:** [November 4, 2026, 3:28pm UTC](https://forums.pega.com/t/deliver-governed-and-predictable-outcomes-with-pega-customer-engagement-studio/13946 "2026-11-04T15:28:14Z")
As organizations introduce marketing operations assisted by artificial intelligence (AI), speed and productivity are only part of the conversation. Teams also need confidence that AI-generated work follows established pr… --- ## [Set Stage level SLA goal and deadline values prier to stage entry](https://forums.pega.com/t/set-stage-level-sla-goal-and-deadline-values-prier-to-stage-entry/13937)
**Author:** [@VishalP17351224](https://forums.pega.com/u/VishalP17351224)\ **Replies:** 0\ **Last updated:** [November 4, 2026, 6:16am UTC](https://forums.pega.com/t/set-stage-level-sla-goal-and-deadline-values-prier-to-stage-entry/13937 "2026-11-04T06:16:26Z")
We are using stage level SLA in our case type. We are using dynamic property value reference to get goal and deadline times. How can we set property values for goal and deadline before entering into the stage? Is there a… --- ## [Issues with OCR and Document Extraction in Pega 26 Community Edition](https://forums.pega.com/t/issues-with-ocr-and-document-extraction-in-pega-26-community-edition/13892)
**Author:** [@BrahmeshTech](https://forums.pega.com/u/BrahmeshTech)\ **Replies:** 6\ **Last updated:** [November 2, 2026, 8:35am UTC](https://forums.pega.com/t/issues-with-ocr-and-document-extraction-in-pega-26-community-edition/13892 "2026-11-02T08:35:27Z")
We are exploring the OCR and document extraction capabilities in Pega 26 Community Edition and have encountered a few issues. I would appreciate any guidance on whether these features are supported in the Community Editi… --- ## [How to use MCP to connect two Pega apps and use AI agent to work cases in the other Pega app](https://forums.pega.com/t/how-to-use-mcp-to-connect-two-pega-apps-and-use-ai-agent-to-work-cases-in-the-other-pega-app/13833)
**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\ **Replies:** 6\ **Last updated:** [October 28, 2026, 11:51pm UTC](https://forums.pega.com/t/how-to-use-mcp-to-connect-two-pega-apps-and-use-ai-agent-to-work-cases-in-the-other-pega-app/13833 "2026-10-28T23:51:34Z")
This knowledge-sharing article shows how to connect two different Pega applications using the Model Context Protocol (MCP). The target app acts as an MCP server and exposes case operations as tools. The source app acts a… --- ## [Moving archived cases between systems](https://forums.pega.com/t/moving-archived-cases-between-systems/11972)
**Author:** [@PatrickC8660](https://forums.pega.com/u/PatrickC8660)\ **Replies:** 3\ **Last updated:** [October 26, 2026, 5:18pm UTC](https://forums.pega.com/t/moving-archived-cases-between-systems/11972 "2026-10-26T17:18:52Z")
Hi, We are looking at the possibility of moving archived cases between 2 systems that don’t have the same applications. We found articles on moving it between systems with the same application and tested it as working b… --- ## [How to hide "Due in" (SLA deadline) from assignment summary UI without removing SLA?](https://forums.pega.com/t/how-to-hide-due-in-sla-deadline-from-assignment-summary-ui-without-removing-sla/12331)
**Author:** [@DaminiC5](https://forums.pega.com/u/DaminiC5)\ **Replies:** 7\ **Last updated:** [October 26, 2026, 2:46pm UTC](https://forums.pega.com/t/how-to-hide-due-in-sla-deadline-from-assignment-summary-ui-without-removing-sla/12331 "2026-10-26T14:46:41Z")
Hi I am working on a Pega Constellation application (version 24.2.4) and facing an issue with the Assignment summary UI. In the Assignments section, I see “Due in X days” (SLA deadline) displayed as part of the assignme… --- ## [Enterprise AI Strategy Didn't Begin With Technology. Pega Proves Why These 6 Decisions Matter First](https://forums.pega.com/t/enterprise-ai-strategy-didnt-begin-with-technology-pega-proves-why-these-6-decisions-matter-first/13859)
**Author:** [@joshk](https://forums.pega.com/u/joshk)\ **Replies:** 0\ **Last updated:** [October 26, 2026, 8:26am UTC](https://forums.pega.com/t/enterprise-ai-strategy-didnt-begin-with-technology-pega-proves-why-these-6-decisions-matter-first/13859 "2026-10-26T08:26:24Z")
Most enterprises don’t struggle with AI because of the technology. They struggle because they make platform decisions before answering the fundamental questions that determine whether AI succeeds in production. By the t… --- ## [Auto close a Contellation case when completed](https://forums.pega.com/t/auto-close-a-contellation-case-when-completed/13107)
**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\ **Replies:** 6\ **Last updated:** [October 23, 2026, 6:18pm UTC](https://forums.pega.com/t/auto-close-a-contellation-case-when-completed/13107 "2026-10-23T18:18:02Z")
Hi, we have a questionnaire case type built using Contellation. When user completes the case, we want the case to close automatically (and go back to the previous screen before launching the case), instead of landing on… --- ## [How to expose case data from BLOB to new table column using Pega API](https://forums.pega.com/t/how-to-expose-case-data-from-blob-to-new-table-column-using-pega-api/13606)
**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\ **Replies:** 13\ **Last updated:** [October 23, 2026, 8:00am UTC](https://forums.pega.com/t/how-to-expose-case-data-from-blob-to-new-table-column-using-pega-api/13606 "2026-10-23T08:00:00Z")
This knowledge-sharing article demonstrates how to use the Pega’s System Management “Expose” API to populate newly added database columns with case data stored in the BLOB. When schema changes are introduced after an ap… --- ## [Gmail SMTP Connection Timeout in Pega Customer Service Framework - Infinity '25/'26](https://forums.pega.com/t/gmail-smtp-connection-timeout-in-pega-customer-service-framework-infinity-25-26/13774)
**Author:** [@Arunkumar\_Velmurugan](https://forums.pega.com/u/Arunkumar_Velmurugan)\ **Replies:** 4\ **Last updated:** [October 22, 2026, 6:19am UTC](https://forums.pega.com/t/gmail-smtp-connection-timeout-in-pega-customer-service-framework-infinity-25-26/13774 "2026-10-22T06:19:49Z")
Hi All, I am facing an issue connecting a Gmail account to a Pega Customer Service Framework (CS) application running on Pega Infinity '25/'26. Interestingly, the same Gmail account and SMTP configuration work correctl… --- ## [How to connect Pega AI Agent to external MCP server](https://forums.pega.com/t/how-to-connect-pega-ai-agent-to-external-mcp-server/12682)
**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\ **Replies:** 6\ **Last updated:** [October 20, 2026, 2:15pm UTC](https://forums.pega.com/t/how-to-connect-pega-ai-agent-to-external-mcp-server/12682 "2026-10-20T14:15:33Z")
This knowledge-sharing article demonstrates how to integrate a Pega AI Agent with an external MCP (Model Context Protocol) server and leverage external tools seamlessly during case processing. Pega Infinity version used… --- ## [Ferry Service Retired Exam Question - Build RAP](https://forums.pega.com/t/ferry-service-retired-exam-question-build-rap/1919)
**Author:** [@PrathapThinnelapudi](https://forums.pega.com/u/PrathapThinnelapudi)\ **Replies:** 1\ **Last updated:** [October 17, 2026, 2:38pm UTC](https://forums.pega.com/t/ferry-service-retired-exam-question-build-rap/1919 "2026-10-17T14:38:24Z")
HI All, Does any one have Ferry Service Retired Exam build RAP. Thank you Siva --- ## [Blueprint import fails on Infinity 24.1.5: "pyClassesToCreate(6).pyDerivesFrom: Please define a directed inheritance parent class"](https://forums.pega.com/t/blueprint-import-fails-on-infinity-24-1-5-pyclassestocreate-6-pyderivesfrom-please-define-a-directed-inheritance-parent-class/13666)
**Author:** [@Ilia.Mikhailov](https://forums.pega.com/u/Ilia.Mikhailov)\ **Replies:** 1\ **Last updated:** [October 17, 2026, 1:06pm UTC](https://forums.pega.com/t/blueprint-import-fails-on-infinity-24-1-5-pyclassestocreate-6-pyderivesfrom-please-define-a-directed-inheritance-parent-class/13666 "2026-10-17T13:06:16Z")
Hi all, I can’t build any application from a Blueprint file on our on-premises Pega Infinity 24.1.5 environment. The wizard fails right at the start of the build, on step 1 “Preparing base Application assets”, with 0 ru… --- ## [Prompt Intelligence Pattern: Measuring the Business Impact of AI Instructions with Pega](https://forums.pega.com/t/prompt-intelligence-pattern-measuring-the-business-impact-of-ai-instructions-with-pega/13810)
**Author:** [@RameshSangili](https://forums.pega.com/u/RameshSangili)\ **Replies:** 0\ **Last updated:** [October 16, 2026, 10:03pm UTC](https://forums.pega.com/t/prompt-intelligence-pattern-measuring-the-business-impact-of-ai-instructions-with-pega/13810 "2026-10-16T22:03:23Z")
Enjoyed this article? See more similar articles in :fire::fire::fire: Pega Gen AI Cookbook - Recipes :fire::fire::fire: series Prompt Intelligence Pattern: Measuring the Business Impact of AI Instructions with Pega Plea… --- ## [How to show attachment content in a pop\_up window in Pega Constellation](https://forums.pega.com/t/how-to-show-attachment-content-in-a-pop-up-window-in-pega-constellation/8860)
**Author:** [@Chandra2505](https://forums.pega.com/u/Chandra2505)\ **Replies:** 9\ **Last updated:** [October 16, 2026, 4:22am UTC](https://forums.pega.com/t/how-to-show-attachment-content-in-a-pop-up-window-in-pega-constellation/8860 "2026-10-16T04:22:12Z")
After creating an incident in case type, under attachment tab file is getting download while clicked & opening in html format. Requirement is while I will click on the link in attachment it should open in another win… --- ## [Picklist not populating inside the data view which is reusing in Case Form View Pega 25.x](https://forums.pega.com/t/picklist-not-populating-inside-the-data-view-which-is-reusing-in-case-form-view-pega-25-x/13755)
**Author:** [@AcharyaMVS8878](https://forums.pega.com/u/AcharyaMVS8878)\ **Replies:** 3\ **Last updated:** [October 15, 2026, 7:25am UTC](https://forums.pega.com/t/picklist-not-populating-inside-the-data-view-which-is-reusing-in-case-form-view-pega-25-x/13755 "2026-10-15T07:25:46Z")
I configured Province Name as a picklist in the CitizenProfile data object, sourced from another data object, ElectoralHierarchyList. This field is included in a form view defined at the CitizenProfile data level. At t… --- ## [Pega Model Availability Dashboard: Greater Visibility into Enterprise AI](https://forums.pega.com/t/pega-model-availability-dashboard-greater-visibility-into-enterprise-ai/13786)
**Author:** [@RameshSangili](https://forums.pega.com/u/RameshSangili)\ **Replies:** 0\ **Last updated:** [October 14, 2026, 10:57pm UTC](https://forums.pega.com/t/pega-model-availability-dashboard-greater-visibility-into-enterprise-ai/13786 "2026-10-14T22:57:03Z")
Pega Model Availability Dashboard: Greater Visibility into Enterprise AI As Pega’s AI capabilities continue to expand, understanding which models power different features becomes increasingly important. The Pega Model Av… --- ## [Switching portals not possible on Constellation UI ? Is it a feature or a Bug in Constellation UI?](https://forums.pega.com/t/switching-portals-not-possible-on-constellation-ui-is-it-a-feature-or-a-bug-in-constellation-ui/13777)
**Author:** [@SohailM71](https://forums.pega.com/u/SohailM71)\ **Replies:** 2\ **Last updated:** [October 14, 2026, 4:13pm UTC](https://forums.pega.com/t/switching-portals-not-possible-on-constellation-ui-is-it-a-feature-or-a-bug-in-constellation-ui/13777 "2026-10-14T16:13:28Z")
There is a requirement in Customer Service application, for a Manager role, they want to view two portals Interaction portal and Data portal (CDMPortal). Post configuring these two portals on the access group of Manager… --- ## [Agent Debate Pattern in Pega + LangGraph: Every Decision, Justified](https://forums.pega.com/t/agent-debate-pattern-in-pega-langgraph-every-decision-justified/13735)
**Author:** [@RameshSangili](https://forums.pega.com/u/RameshSangili)\ **Replies:** 0\ **Last updated:** [October 11, 2026, 10:00pm UTC](https://forums.pega.com/t/agent-debate-pattern-in-pega-langgraph-every-decision-justified/13735 "2026-10-11T22:00:03Z")
Enjoyed this article? See more similar articles in :fire::fire::fire: Pega Gen AI Cookbook - Recipes :fire::fire::fire: series Agent Debate Pattern in Pega + LangGraph: Every Decision, Justified What Is the Agent Debate… [Next page](https://forums.pega.com/tag/case-management/37.md?match_all_tags=true&page=1&tags%5B%5D=case-management)