Pega Project Ideas

Pega project ideas typically focus on automating workflows, managing cases, and improving customer engagement using the Pega platform. Common examples include employee onboarding systems, insurance claim processing, loan approval workflows, and healthcare case management. These projects help learners and professionals apply Pega’s low-code tools for real-world business solutions.

Beginner-Level Pega Project Ideas

Beginner-level Pega projects are ideal for understanding the basics of case management, rule configuration, UI design, and automation logic in the Pega platform. These projects are suitable for academic mini-projects or portfolio-building and help grasp Pega’s low-code development methodology.

1. Employee Leave Management System

Overview:

Design a simple case-based application to automate the leave application process for employees in an organization.

Features & Flow:

• Employees log into the portal and submit a leave request form with information including leave type, duration, reason, and dates.
• The request is routed to the employee’s reporting manager for approval.
• If approved, an automated email is sent to HR and the employee.
• If rejected, the employee receives a notification with reasons.
• Implement business logic to verify leave balance and identify any overlapping requests.
• SLA (Service-Level Agreement) is implemented for timely manager responses.
  

Pega Concepts Used:

• Case type configuration
• Flow actions and assignments
• SLA rules
• Email integrations
• Decision tables for leave validation
• Role-based access
  

Academic Relevance:

Excellent project to demonstrate multi-user workflows, escalation handling, and email notifications.

2. Customer Feedback Collection App

Overview:

Create an application to collect customer reviews and classify them for sentiment analysis and internal routing.

Features & Flow:

• Customers submit feedback via a public Pega form after a service or product purchase.
• Feedback includes rating, text comment, and category (product, delivery, support).
• Decision logic classifies the feedback into Positive, Neutral, or Negative.
• Negative feedback is escalated to the support team with higher urgency.
• Reports are generated for the marketing and product teams weekly.
  

Pega Concepts Used:

• User portal with dynamic UI
• Decision tables for sentiment classification
• Case routing and assignments
• Report definitions and charts
• Data tables for product mapping
  

Academic Relevance:

Introduces data collection, decision rules, and real-time routing—all essential Pega fundamentals.

3. Expense Reimbursement System

Overview:

Automate the internal workflow for employee expense claims, including validation and approval.

Features & Flow:

• Employees submit claims for travel, meals, or office expenses, uploading receipts.
• The system validates claim categories and limits.
• Claims are routed to the reporting manager, then to the finance department.
• If approved, a confirmation with transaction ID is generated.
• Rejected claims return to the employee for correction or justification.
  

Pega Concepts Used:

• Multi-level case stages
• Validations using Edit Validate rules
• File attachments
• SLA to ensure timely approvals
• Custom approval steps and audit trails
  

Academic Relevance:

Teaches how to handle attachments, perform validations, and manage finance-based business logic.

4. Student Course Registration Portal

Overview:

A Pega-based portal to streamline student course registration with advisor approval.

Features & Flow:

• Students log in and select available courses.
• The system validates prerequisites and ensures credit load does not exceed the maximum.
• An advisor receives the request and approves or rejects the course selection.
• Students get confirmation or suggestions for alternatives.
• Admins can generate reports on course enrollment.
  

Pega Concepts Used:

• Dynamic UI and dropdowns populated from a data table
• Declarative rules to auto-calculate credits
• Routing based on student department
• Email and notification setup
• Report definitions for academic administrators
  

Academic Relevance:

Strong academic mini-project showcasing educational workflows and validation logic.

5. Basic IT Helpdesk Ticketing System

Overview:

Develop a helpdesk ticketing app to raise and track IT issues like hardware faults or network issues.

Features & Flow:

• End users submit issues with category (hardware, software, network), priority, and description.
• Based on priority and availability, the system routes the ticket to appropriate IT staff.
• Status updates: New → Assigned → In Progress → Resolved → Closed.
• SLA is attached to each ticket based on urgency level.
• Escalation rules trigger manager alerts if SLAs are violated.
  

Pega Concepts Used:

• Case lifecycle stages and steps
• SLA and urgency configuration
• Routing by skill or load balancing
• Status-based UI updates
• Real-time dashboards for IT admin
  

Academic Relevance:

Ideal for demonstrating real-world support workflow, escalations, and SLA breaches.

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Intermediate-Level Pega Project Ideas

Intermediate Pega projects help learners transition from simple case flows to handling integrations, data propagation, and reusable components. These projects build skills in configuring end-to-end business applications with multiple stakeholders and system interactions.

1. Loan Approval Workflow System

Overview:

Build a workflow to automate the loan application, document verification, credit scoring, and approval stages.

Features & Flow:

• Customers submit loan applications with income proof, ID, and address.
• A credit scoring engine (external or simulated) is invoked through an integration connector.
• Based on the score, the application is routed to the underwriter or automatically approved.
• Approved loans are moved to the disbursement stage with dynamic document generation.
• Rejected applications generate detailed reason messages.
  

Pega Concepts Used:

• Data pages and Connect REST (for external API simulation)
• Complex case stages and subprocesses
• Conditional routing using When rules
• Rule delegation for underwriter thresholds
• Document generation using Correspondence rules
  

Use Case:

Suitable for academic and real-world use cases in finance, involving human-in-the-loop and system-based decisions.

2. Insurance Claim Processing App

Overview:

Create an application to streamline insurance claim intake, validation, investigation, and settlement.

Features & Flow:

• Policyholders submit claims with photos and incident details.
• Automated rules check policy eligibility and coverage.
• If valid, a claim is routed to an investigator with SLA.
• Investigators add reports and determine claim validity.
• Final approvals lead to payment processing and closure.
  

Pega Concepts Used:

• File attachments and multimedia handling
• Integration with policy database (via simulated REST connector)
• SLA, escalation, and parallel processing of tasks
• Role-based access for investigator, approver, and policyholder
• Case locking and auditing
  

Use Case:

Great mid-level use case combining validations, external data, and parallel case routing.

3. Vendor Onboarding System

Overview:

Automate the vendor registration and onboarding process for a procurement team.

Features & Flow:

• Vendors submit registration forms with business details, certifications, and bank info.
• System checks for duplicate vendors and validates GST or Tax IDs.
• Procurement officer reviews and assigns a vendor category.
• Approved vendors are added to the internal master list and receive welcome emails.
• Rejected vendors receive system-generated feedback.
  

Pega Concepts Used:

• Duplicate check using Declare Index or Decision Table
• Subprocess to verify document compliance
• Decision rules to categorize vendors
• Data table for storing vendor master
• Automated email communication
  

Use Case:

Ideal for understanding data validation, compliance workflows, and external party management.

4. Healthcare Appointment and Referral System

Overview:

Design a Pega system to manage patient appointments, doctor availability, and specialist referrals.

Features & Flow:

• Patients select symptoms and book appointments with general practitioners (GPs).
• GPs examine the case and either prescribe treatment or refer to specialists.
• The referral triggers a new case with patient details auto-populated.
• Specialists treat the patient and close the case with feedback.
• Analytics dashboard shows wait times and referral patterns.
  

Pega Concepts Used:

• Parent-child case structures (appointments and referrals)
• Data propagation between cases
• Case-level SLAs and urgency rules
• UI controls like date/time pickers and dynamic dropdowns
• Reports and dashboards using Report Definitions
  

Use Case:

Excellent for academic projects in healthcare domain showcasing end-to-end case lifecycle and referrals.

5. Online Course Enrollment & Certification Tracker

Overview:

Build a platform where students enroll in courses, complete modules, and receive certificates.

Features & Flow:

• Students browse available courses and enroll based on eligibility.
• System tracks progress through modules using a progress tracker.
• Quizzes at module-end validate understanding (score saved in data table).
• Completion triggers certificate generation with student details and grade.
• Admin dashboard provides insights into enrollment stats and completions.
  

Pega Concepts Used:

• Repeating grid for module tracking
• Conditional processing (quizzes must be passed)
• Auto-generated PDF certificates
• Access control and visibility by user role
• Report definitions and custom landing pages
  

Use Case:

Strong use case for demonstrating educational applications with dynamic content and certification flow.

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Advanced-Level Pega Project Ideas

Introduction:

Advanced Pega projects simulate real-time enterprise scenarios involving multiple case types, complex decisioning, service integrations, legacy system migrations, and deployment automation. These projects are ideal for mastering the Pega platform’s full capabilities in a scalable, modular, and reusable architecture.

1. End-to-End Customer Service Management System

Overview:

Design a customer service portal that allows users to raise tickets, receive automated responses, get routed to live agents, and track case resolutions across departments.

Key Features:

• AI-driven chatbot for initial interaction
• Intent detection and case creation based on customer queries
• Dynamic routing to departments like Billing, Tech Support, and Sales
• Escalation mechanism with SLAs
• Integrated customer feedback and resolution closure
  

Pega Concepts Used:

• Pega Customer Service framework
• Integration with CRM via Connect SOAP/REST
• NLP and Text Analyzer for chatbot/intent detection
• Dynamic routing using Business Logic in Decision Tables
• SLA Management, Pulse Communication, and Audit Trails
  

Use Case:

Emulates a real-world contact center setup with multichannel support and intelligent case routing.

2. Smart Loan Origination System with Credit Bureau Integration

Overview:

Automate the entire lifecycle of loan origination, including credit scoring, fraud check, and offer generation with personalized terms based on customer profile.

Key Features:

• Customer application intake with KYC document upload
• Real-time integration with credit bureau and fraud detection APIs
• Risk profiling using decision strategies
• Offer personalization based on score, income, and loan amount
• eSign integration and document management
  

Pega Concepts Used:

• Data pages with REST connectors
• Adaptive Decisioning and Scorecards
• Case stages with alternate paths for high-risk applicants
• Integration with external systems for eSign and document storage
• Correspondence generation and case archival
  

Use Case:

Perfect for simulating large-scale BFSI applications where compliance, decisioning, and integrations are key.

3. Enterprise HR Management & Automation System

Overview:

Create a scalable HR system to handle employee lifecycle processes like recruitment, onboarding, appraisal, internal transfers, and exits.

Key Features:

• Role-based access for HR, Managers, and Employees
• Seamless onboarding with background checks and workflow approvals
• Annual performance review workflows
• Internal job posting with referral and approval workflows
• Resignation and asset return management
  

Pega Concepts Used:

• Reusable case types with inheritance
• Rule delegation for policy changes
• SLA-driven performance review workflows
• Document and form auto-generation
• Organization structure and operator management
  

Use Case:

Mimics real-time HR automation platforms used by large enterprises with compliance and process efficiency goals.

4. Healthcare Claim Adjudication with Fraud Detection

Overview:

Develop a healthcare claim adjudication engine that checks policy limits, detects anomalies, and auto-approves or escalates claims.

Key Features:

• Batch processing of claims
• Business rules for coverage, deductibles, and exclusions
• AI-driven fraud pattern recognition using historical data
• Real-time provider and patient validation via integration
• Payment file generation and audit logging
  

Pega Concepts Used:

• Decision Strategy Framework (DSF)
• Predictive analytics with Adaptive Models
• Case type for bulk claim processing
• Integration connectors to legacy systems and third parties
• Background processing with job schedulers
  

Use Case:

Simulates real-time insurance processing with fraud prevention and machine learning insights.

5. Government Grievance Redressal & Monitoring System

Overview:

Build a centralized grievance system for citizens to lodge complaints, track status, and receive timely updates with transparency.

Key Features:

• Multilingual citizen portal with case intake
• Department routing based on complaint type and location
• Mobile and SMS notifications
• Public dashboards for transparency
• MIS reports for administrators and escalation analytics
  

Pega Concepts Used:

• Web Mashup and Pega Mobile Client
• Localization and accessibility configuration
• SLA and service-level escalations
• Real-time reporting and dashboards
• Integration with GIS/location services
  

Use Case:

Excellent for e-Governance projects and public sector digital transformation efforts.

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FAQs

1. What are common beginner-level Pega project ideas?

Popular beginner-level Pega project ideas include Case Management workflows like Employee Leave System, Customer Feedback Collector, Expense Reimbursement, and Incident Ticketing tools. These introduce case types, forms, routing, and SLA configuration for foundational learning.

2. What types of Pega projects are ideal for academic assignments?

Academic-ready projects often include Loan Processing Systems, Onboarding Applications, Claims Management, and Sales Automation workflows. These projects help students demonstrate rule-based decisioning, reporting dashboards, and process automation.

3. What should I include in a project like a Loan Approval Workflow?

A complete loan workflow captures application data, integrates with decision logic or credit scoring (possibly via REST connector), routes cases based on score, and generates PDF documents and dashboards for tracking.

4. Are there real-world use cases like in finance or HR?

Yes—projects like Employee Onboarding, Claims Processing, Supply Chain Management, and Government Grievance Portals closely simulate enterprise use cases and make strong real-world portfolio additions.

5. What Pega features are commonly used across these projects?

Key Pega features include case lifecycle configuration, decision tables (for routing logic), data pages/integration connectors, SLA and escalation setup, user portals, and report definitions for dashboards.

6. Do Pega projects often require integration with external systems?

Yes. Many advanced Pega project ideas involve integrating with external APIs or legacy systems via REST/SOAP connectors—for example, credit bureaus, document management systems, or CRM tools.

7. How complex should enterprise-level Pega projects be?

Advanced-level projects might include multi-tenant case architectures, AI-based decisioning, fraud detection, document generation, or real-time chatbots integrated with Service Cloud or CRM.

8. Where can I find sample project descriptions and inspiration?

Websites such as SoftlogicSys (Pega Project Ideas PDF) and community hackathon forums offer detailed sample projects like Customer Service Portal, Loan Processing, Incident Management, Knowledge Management, and Workflow Automation Tools.

9. How long does a typical Pega mini-project take?

Simple projects (e.g. Leave Management, Feedback App) can be done in a week. Larger workflows like Loan Processing or Claims Automation typically take two to four weeks depending on complexity and integration requirements.

10. Why are Pega projects useful for placement interviews?

Building such Pega project ideas shows your ability to model business processes, configure automation, implement rule-based logic, and integrate services—skills highly valuable in BPM and enterprise roles. It also showcases your hands-on experience with a low-code platform.

Conclusion

Mastering Pega opens doors to roles in business process automation, case management, and enterprise-grade CRM solutions. It equips learners with practical skills to design and implement scalable applications in real-world environments.

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