The Pega Connector Built for Case Data Lifecycle Management
Archive completed Pega case data, process history, and work objects to reduce your Pega database footprint, cut infrastructure costs, and maintain full regulatory and legal access.
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Pega Case Data Archiving, Done Right
Archon’s Pega Connector archives resolved, closed, or aged Pega case data and work objects from the Pega Cosmos or Infinity database backend, including Oracle, PostgreSQL, or MS SQL Server, into ADS. Archived Pega data is accessible via Archon Analyzer for regulatory review, customer dispute resolution, and eDiscovery with no dependency on a Pega license.
As Pega deployments mature, completed case histories including customer service interactions, insurance claims, mortgage applications, prior authorization decisions, and complaint records accumulate in the Pega database, driving up storage costs and impacting production platform performance. Archon’s Pega Connector removes this data from the active Pega environment while preserving full compliance and legal access in ADS.
- Pega DX REST API and direct JDBC to Oracle/PostgreSQL/MS SQL backend supported
- Pega Platform 7.x, 8.x, and Pega Infinity 23.x all supported
- Work objects, case history, assignment history, correspondence, and attachments
- Pega class hierarchy, property metadata, and case lifecycle state preserved
- Cross-application search via Archon Analyzer, no Pega license post-archive
Capabilities
Everything You Need for Pega Data Operations
Pega Database Footprint Reduction
Archiving completed and closed Pega case data to ADS directly reduces the active Pega database size, improving production platform performance, reducing Pega infrastructure costs, and lowering per-case storage overhead. Typical deployments achieve 40–60% database size reduction by archiving cases closed more than 12 months prior.
Case Lifecycle and Audit Trail Preservation
Every archived Pega work object includes complete case history, including assignment history, SLA tracking, stage transitions, operator actions, and system events. The full audit trail is preserved in ADS for regulatory review and customer dispute resolution.
FCA, HIPAA, and GDPR Compliant Archive
Every archived Pega record is cryptographically hashed, timestamped, and WORM-compliant at ingestion. FCA DISP complaint record retention (3 years, 10 years for PPI), HIPAA case management record retention, GDPR data minimization through case lifecycle policies, and Solvency II insurance claim records are all supported.
eDiscovery and Legal Hold at Case Level
Apply case-level or work object-level legal holds on specific Pega cases during customer litigation or regulatory investigation. Holds prevent deletion of targeted case records while the broader archiving and deletion program continues for other closed cases.
Use Cases
How Enterprises Use the Pega Connector
01 Pega Database Optimization
The primary operational use case. Archiving completed and closed Pega case data, including cases resolved more than 12 months ago or beyond their regulatory retention window, reduces the active Pega database size, improves platform performance, and lowers infrastructure costs without any compliance compromise.
02 Financial Services Complaint Record Retention
FCA DISP rules require financial services firms to retain customer complaint records for a minimum of 3 years (PPI: 10 years). Archon archives Pega-managed complaint cases with FCA-aligned retention schedules and makes them retrievable for FOS referrals and FCA supervisory review.
03 Healthcare Prior Authorization and Case Archive
Healthcare organizations using Pega for prior authorization, utilization management, and member service cases accumulate years of clinical and administrative case data. Archon archives these with HIPAA-aligned retention and makes individual case records retrievable for appeals, audits, and member disputes.
04 Insurance Claims History Preservation
Insurance companies using Pega for claims management need long-term access to closed claim records for reopened claims, Solvency II reserve reviews, and Lloyd's regulatory examination. Archon archives the complete Pega claims case history with immutability controls aligned to FCA ICOBS and Solvency II.
Technical Specifications
| Connection Method | Flat file |
|---|---|
| Supported Versions | Pega Platform 7.x, 8.x, Pega Infinity 23.x |
| Data Scope | Work objects, case history, assignment history, correspondence, attachments |
| Output Format | Parquet, Avro, XML, CSV, TXT, TSV, CSV, Excel |
| Metadata Handling | Pega class hierarchy, property metadata, case lifecycle state preserved |
| Transformation Rules | Pega property type mapping, date/timestamp normalization |
| Retention Management | Policy-based retention with legal hold at case or work object level |
| Deployment | On-premises · Cloud (AWS) · Hybrid |
| Security & Compliance | TLS 1.3 in transit · AES-256 at rest · FCA DISP · HIPAA · Solvency II · GDPR |
How It Works
Up and Running in 4 Steps
01
Connect to Pega
Authenticate via Pega DX REST API or direct JDBC to the backend database. Archon auto-discovers all Pega class hierarchies, property metadata, case type definitions, and work object structures.
02
Map & Configure
Define case type scope, closure state criteria for archiving eligibility, retention policies, and FCA/HIPAA-specific archive schedules. Archon templates cover complaint management, claims, and prior authorization patterns.
03
Validate & Preview
Run a dry-run against a sample case set. The quality report validates case history completeness, property metadata preservation, and attachment extraction before full archiving.
04
Archive & Monitor
Execute the archive job with real-time progress tracking. Cryptographic hashes applied per case record. Archived cases removed from active Pega database, reducing footprint immediately.FAQ
Common Questions About the Pega Connector
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1. Does Archon support all Pega Platform versions including older Pega 7 deployments?
Archon supports a wide range of Pega Platform versions, including legacy Pega 7 deployments.
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2. How does Archon determine which Pega cases are eligible for archiving?
Archon uses configurable business rules and criteria to identify eligible cases.
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3. Can Archon preserve the complete Pega case audit trail during archiving?
Archon preserves full case history, including audit trails and related metadata.
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4. How does Archon ensure archived Pega complaint records meet FCA DISP requirements?
Archon ensures compliance by enforcing retention policies, audit trails, and secure storage.
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5. Can Archon archive Pega cases on a recurring schedule for ongoing database management?
Archon supports scheduled, recurring archiving for continuous data management.
Ready to archive your Pega (Pegasystems) data and retire the dependency?
Talk to an Archon integration specialist at archondatastore.com. Free consultation, no commitment, reply within 24 hours.
