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Pega Product Catalog for Communications PRODUCT OVERVIEW 7.4
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Pega Product Catalog for Communications

PRODUCT OVERVIEW 7.4

© 2018 Pegasystems Inc., Cambridge, MA

All rights reserved.

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Pegasystems Inc. One Rogers Street Cambridge, MA 02142-1209 USA Phone: (617) 374-9600 Fax: (617) 374-9620 www.pega.com

Pega Product Catalog for Communications

Document: Product Overview

Software Version: 7.4

Updated: April 2018

CONTENTS

Product overview ............................................................................................. 1

Features............................................................................................................... 1

Benefits ............................................................................................................... 2

High-level functionality ................................................................................... 3

Product catalog management .......................................................................... 3

Product specification management ................................................................. 3

Product offer management .............................................................................. 3

Pricing management .......................................................................................... 3

Pricing policy management .............................................................................. 3

Compatibility rules for product offers ............................................................. 4

Bulk upload ......................................................................................................... 4

Integration with other consuming application ............................................... 4

Pega Cloud .......................................................................................................... 4

Case types ......................................................................................................... 5

Standard case types ........................................................................................... 5

Data model ........................................................................................................ 6

Entity relationship diagram ............................................................................... 6

Roles and portals ............................................................................................. 7

Roles .................................................................................................................... 7

Portals ................................................................................................................. 7

Product Catalog Manager portal ................................................................ 7

Product Catalog Administrator portal ....................................................... 8

Catalog entity creation process ..................................................................... 9

Create a product catalog entity ........................................................................ 9

Create a product specification ........................................................................ 10

Manage children product specifications ....................................................... 10

Manage product configuration ....................................................................... 11

Manage compatibility rules ............................................................................. 11

Create a composite price ................................................................................ 12

Create a pricing policy ..................................................................................... 12

Create a product offer ..................................................................................... 13

Pega Product Catalog for Communications Product Overview 1

With the Pega Communications suite of products, communications service providers (CSPs) can deliver great customer experiences to their clients and quickly evolve from traditional telecom providers to digital service providers. Pega Product Catalog for Communications provides a flexible structure and component reusability to launch and manage a wide range of complex enterprise products as well as simple and bundle business-to-consumer (B2C) products. Product Catalog for Communications also helps CSPs to gain unprecedented business agility, rapid time to market, end-to-end visibility, and an omni-channel experience.

Designed to simplify product creation processes, Product Catalog for Communications can be delivered both in the cloud and on-premises, and can easily be integrated into an IT ecosystem to simplify the sales process. Product Catalog for Communications includes industry-specific features, such as multi-site products, subscription-based services, and compatibility and eligibility rules. Product Catalog for Communications can be easily configured to work with various consuming applications like Pega Configure Price Quote for Communications and Pega Marketing for Communications. Pega Product Catalog for Communications is available as an optional component with Pega Foundation for Communications.

CSP organizations can leverage Product Catalog for Communications to

• Launch and manage a wide range of complex location and non-location specific products (both simple and bundled)

• Manage product configurations, compatibility rules, and pricing for both simple and bundled offers

• Manage complex pricing and discounting scenarios by using composite price and pricing rules

• Create and publish catalog entities by using bulk upload feature

Features Product Catalog for Communications provides features for launching and managing complex multilevel products, and for creating pricing and discount scenarios. Product Catalog for Communications is built on the Pega Platform rules for flows, service-level agreements (SLAs), user interfaces (UIs), and more to support communications service provider product structures.

Product Catalog for Communications includes the following features for managing product catalog entities:

• Product catalog entities, which are used as repositories for product offers

1 Product overview

Pega Product Catalog for Communications Product Overview 2

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• Product specifications, which define the technical aspects of a product, and can be defined as simple or composite

• Composite price entities, which are used to define pricing information for a product for various price categories

• Pricing policy rules, which are used to define various pricing scenarios to provide discounts

• Product offerings, which are used to define commercial information pertaining to a product, including contract terms, distribution channels, are created with product specification, composite price, pricing rules, product catalog and add-ons and equipment

Benefits Product Catalog for Communications is used by CSPs who want to reduce the time to market for new products, services, and offers and who face challenges defining complex business-to-business (B2B) and/or B2C products with rule-based pricing and discounts. Product Catalog for Communications offers an innovative, agile approach that enables faster time to market and provides improved operational efficiency with a superior customer experience. Product Catalog for Communications can easily be integrated with a sales and billing system to manage the end-to-end product launch to sales process.

Some of the benefits of Product Catalog for Communications include the following:

• Improved time to market for product introductions

• Ability to create and manage location and non-location specific products and bundles with multi-level pricing and configurations

• Ability to define complex compatibility and eligibility rules among products to avoid manual error on product selection

• Ability to associate required add-on and equipment for products

• Ability to define rule-based pricing and discounts by using composite price and pricing rules

• Ability to manage the life cycle of product catalog entities by using publish and archive functionality

Pega Product Catalog for Communications Product Overview 3

This product provides the following functions.

Product catalog management Product Managers can manage all of their commercial catalogs in a TM Forum (SID)–aligned data-driven product catalog built with extensibility in mind. This catalog supports the concept of multiple catalogs. Catalogs can be segmented by business line, for example, a B2B Catalog, a B2C Catalog, or a Retail catalog.

Product specification management Product Managers can manage product specifications. The product specification entity manages the technical information about a product, such as its business line, product category, product configuration, compatibility rules, media content, and terms and conditions. The Product Manager can define atomic or composite specifications. Composite specifications consist of one or more atomic specifications that support a complex product definition. Product Catalog for Communications also provides a feature for defining cardinality and relationships among child product specifications.

Product offer management Product Managers can manage both simple and bundled product offers. A bundled offer is a collection of simple offers. The product offer entity manages the commercial information about a product, such as its eligibility rules, contract terms, delivery days, and distribution channels.

Pricing management Product Managers can manage pricing for simple and complex products. Both location and non-location–based pricing is supported, in addition to activation, cancellation, installation, subscription, and termination charges. Pricing terms can also be defined for weekly, monthly, or yearly terms.

Pricing policy management Product Managers can define various pricing policies and rules for product offers and product specifications based on quantity, price, and customer category to provide a discount. The pricing rules that are associated with product offers and product specifications are automatically applied in the consuming applications like Pega Configure Price Quote for Communications quote process.

2 High-level functionality

Pega Product Catalog for Communications Product Overview 4

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Compatibility rules for product offers Product Managers can define compatibility rules for product offers to associate optional and mandatory add-ons and equipment for product offers. Consuming applications can use the add-ons and equipment details to sell mandatory and additional products along with base product offers.

Bulk upload Using this functionality, Product Managers can create and publish one or more product offers, product specifications, product catalog, or composite price from CSV file at once. The feature provides CSV templates and an instruction sheet to guide users in capturing data in a predefined format.

Integration with other consuming application Product Catalog for Communications can be easily integrated with other consuming applications, such as Pega Configure Price Quote for Communications and Pega Marketing for Communications. A consuming application can import the products from Product Catalog for Communications and use them as required in its business process. For example, Pega Marketing for Communications can import product offers to create proposition records that are used for various sales, retention, and service-related features.

Pega Cloud Pega Product Catalog for Communications is available on Pega Cloud and on-premises.

Pega Cloud provides industry-leading infrastructure, enterprise-grade services, and operational excellence. Realize a faster time-to-value for your Pega investments and take advantage of the complete range of Pega Cloud services, from development and testing sandbox environments to fully managed production environments. You can migrate your applications from the cloud to your data centers as needed.

Pega Product Catalog for Communications Product Overview 5

Standard case types This table lists the standard case types that are available in Product Catalog for Communications. Based on your company’s business requirement, these case types can be extended or new case types can be created.

Case types Description Product catalog Defines a repository of product offers that are defined by the Product

Manager. This entity defines information about Business Line, Type of Catalog, Start Date, End Date, Status, and Geographic Area.

Product specification Defines the technical aspects of a product and is utilized by product offers. You can define atomic and composite product specifications. This entity includes details such as Business Line, Product Line, Product Category, Brand, Lifecycle Status, and cost to the business. This entity manages Terms & Conditions, Media Content, Compatibility Rules, and Product Configurations. You can define complex compatibility rules for product specifications. It also captures cardinality and relationships among child specifications for composite product specification.

Product offering Defines commercial information pertaining to a product, including Start Date, End Date, Contract Terms, Status, Offer Type, Distribution Channels, add-ons, Pricing, and Pricing Policies.

Composite price Captures pricing information (such as non-recurring charges, Monthly recurring charges, Delivery Intervals, discounts, and fees) and eligibility rules that are associated with a product offer/bundle/product specification.

Pricing policy rule Defines various pricing scenarios and actions by using parameters such as price, quantity, and customer category. Consuming applications like Pega Configure Price Quote for Communications reads the pricing policies that are associated with product offers to provide discounts for a quote.

3 Case types

Pega Product Catalog for Communications Product Overview 6

Product Catalog for Communications provides common data objects for managing various product catalog entities. The following table lists the key objects that are used in Product Catalog for Communications and their respective data pages:

Object type Data page

Product catalog D_ProductCatalogBasic D_ProductCatalogListBasic D_ProductCatalogFull D_ProductCatalogListFull

Product specification

D_ProductSpecBasic D_ProductSpecListBasic D_ProductSpecFull D_ProductSpecListFull

Product offer D_ProductOfferingBasic D_ProductOfferingListBasic D_ProductOfferingFull D_ProductOfferingListFull D_ExtrasList

Composite price D_GetComponentPricingDetails

Pricing policy rule D_PricingPoliciesList D_PricingPolicyFull

Entity relationship diagram For more information on catalog entities and relationship among them, see the PDN article Business entities in Product Catalog for Communications.

4 Data model

Pega Product Catalog for Communications Product Overview 7

Roles Product Catalog for Communications supports key roles that are generally associated with the quote process that is managed by CSPs.

This matrix describes each of the roles that are provided with Product Catalog for Communications, their default portal, and key dashboard capabilities.

Role Description Default portal Key dashboard features Product Catalog Administrator

Manages the catalog and extensions, such as data lists, compatibility and eligibility rules types, and characteristics

Product Catalog Admin

Catalog Model Catalog Library Catalog Definitions Manage Catalog Lists

Product Catalog Manager

Manages the product catalog data

Product Catalog Manager

Dashboard Catalogs Product Specs Product Offers Composite Price entity Pricing policy rules

Portals Product Catalog Manager portal The Product Catalog Manager portal provides a UI that allows the Product Manager to quickly launch new products to be used in the Lead to Contract process for new proposals and quotes. This portal gives the Product Manager the ability to create and manage product catalog artifacts. In this portal, the Product Manager can create and manage catalogs, product specifications, product offers, composite pricing, and pricing policy rules.

5 Roles and portals

Pega Product Catalog for Communications Product Overview 8

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Product Catalog Administrator portal The Product Catalog Administrator portal provides a UI that allows the Product Administrator to quickly make lightweight extensions that are commonly required by service providers to meet company-specific needs.

Pega Product Catalog for Communications Product Overview 9

Create a product catalog entity

A Catalog entity creation process

Pega Product Catalog for Communications Product Overview 10

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Create a product specification

Manage children product specifications

Pega Product Catalog for Communications Product Overview 11

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Manage product configuration

Manage compatibility rules

Pega Product Catalog for Communications Product Overview 12

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Create a composite price

Create a pricing policy

Pega Product Catalog for Communications Product Overview 13

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Create a product offer


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