The organization has identified business objectives for the new expense reporting application that will be used to measure the effectiveness of the application. Subject matter experts and key stakeholders were identified to help define the requirements and specifications and will have final sign-off on the completed application. The expense reporting application will be built out over a series of releases allowing for changes based on any feedback received and / or changing business conditions.
The organization identified business objectives for the new expense reporting application. The IT department created a series of process diagrams used for “process validation” which they submitted to the Accounts Payable department for review. Based on the diagrams they created, the IT department has determined the project will take 13 months to complete. To save time, the IT department has started designing the initial application while Accounts Payable is reviewing the process flows.
Show technical users how to use Pega developer tools for collecting customer information.
Help estimate the total time required for the case life cycle to produce a new policy.
Ensure all team members have a common understanding of how a case is processed and resolved.
Guide the development team with guidelines on how to manage the project development.
Collect personal information
Confirm employee and employer
To the reporting manager
To the current user
To a specific user
To a work queue
The amount of time allowed for a user to advance a case to the next stage
The amount of time allowed before the case automatically advances to the next assignment
The amount of time in which the case or step must be completed
The amount of time in which the case or step should be completed
Track assignment status over time
Assign cases to the appropriate case worker
Help ensure timely completion of assignments
Generate service level reports
Will the information be stored in an external database?
How will users enter values in those fields?
Will users want to see information displayed using different styles?
What fields do users need to see?
Can users modify the values or only read the values?
Allow up to 200 concurrent users.
Reduce inaccurate claims to less than 10 percent of all claims.
Passwords must be at least eight characters
Require HR VP approval for sabbatical leave
Eliminate order processing delays due to incorrect routing of requests
A user should be able to cancel an order at any time.
System displays "Authorization History and Summary" for the last 12 months
User must be able to select "Add Temporary Member" when "Authorization is Required" notice is displayed.
If the complainant type is "Provider," then provider information must be populated during the Triage Stage in the Basic Research Step.
Reduce time needed for time-off approvals from three weeks to one.
User passwords shall be encrypted using AES-256 encryption.
The product catalog should be easy to navigate.
There is no difference between a requirement and a specification
A requirement describes what the business need is, and specifications describe how the application will meet the business need.
A requirement provides a blueprint for how the application will meet the goals defined in a specification.
A requirement defines a specific step in a process; a specification defines a complete process.
Represent an alternative flow of the case life cycle sequenced from beginning to end
Organize process steps that are not part of the normal course of events
define the tasks that users accomplish while the case is in the stage.
Define the expected flow of events in the life cycle of a case.
Add a process in a stage.
Add a step in a process.
Add an optional process to any stage in the case type.
Add a local action to the case type.
Allow a user to transfer a case to another employee at any stage of the case
Requiring a separate approval process whenever an order exceeds USD 10,000
Reassign any task that remains open after three days to another user
An application randomly sends a survey to customers once their case is resolved
Which email server should the correspondence use?
How often should you send the correspondence?
Who is the user that receives the correspondence?
When does the correspondence need to be sent?
How will the correspondence be sent?
Automating correspondence allows you to send timely communication
Automating correspondence allows you to advance a case.
Automating correspondence allows for sending consistent information to users.
Automating correspondence keeps all interested parties informed of the current status of a case.
Instructs an architect how to build the step.
Describes to an end user what should be done in the step.
Defines what the step should do.
Describes the business value of the step.
Steps cannot set a work status
Update the work status for the step
Create a local action to update the status
Configure an instruction for the step
Develop feature prototypes
Identify business objectives for an application
Configure UI forms
Define application requirements
Lead System Architect
Senior System Architect
By adding the ruleset that contains the property to the application
By naming PegaRULES as the built-on application
By applying directed inheritance.
By applying pattern inheritance.
The class of the rule.
The status of the rule.
The application that uses the rule
The type of the rule.
The description of the rule
Create one data element in the organization layer, for both applications to use
Check the inheritance path to determine if an appropriate data element is already available
Create a data element for each case type, since they may use different status values
Create one data element in the framework layer, for both applications to use
The application ignores the checked-out version and uses the previous version in the application ruleset.
The application returns and error and stops processing the case, because the rule is unavailable for use.
The application runs the checked-out version of the rule, because that is the most up-to-date version of the rule.
The application cannot run because the rule is unavailable.
Data structure, processes
Case type, cases
Top-level case , child cases
Case, case types
Make loan request a parent case type, and appraisal a child case type
Make appraisal a parent case type, and loan request a child case type.
Make mortgage a parent case type. Make loan request and appraisal child case types.
Make both loan request and appraisal peer case types.
Both Pay-37 and Pac-56 have to be resolved before PO-11 is resolved
PO-11 has to be resolved before either of Pay-37 and Pac-56 be resolved
Pac-56 has to be resolved before Pay-37 is resolved.
PO-11 can be resolved when either of Pay-37 and Pac-56 is resolved.
Field group (list)
Set default values when creating a case
Execute a flow action
Create properties after the case has been created
Copy data between pages
To set internal case properties, never override pyDefault
To use the superclass feature
To initialize property values when a case is created
To propagate property values from a parent to a subcase
To update the calculation, you only update one rule making the application easier to maintain.
A declare expression calculates a specific value that is used on multiple forms
A declare expression updates the total value on all the forms when any form containing the field is submitted.
The system monitors input properties and determines when to update the target property value.
Specify forward chaining in the declare expression that calculates the total interest rate value
Apply the declare expression in the approval flow action
Specify backward chaining in the total interest rate declare expression
To calculate the total interest rate value, add the all the declare expression target property values.
Price of each option
Number of days at the hotel
Total cost of options
Total cost for the hotel room
When a subcase's or spin-off case’s value changes
When the subcase or spin-off case is created
Whenever a parent's value changes
When a parent's value changes and a data transform is used to configure the data propagation
A decision tree
The property mapper
A data page
A data transform
Information about a case
Information about the Pega server
Information about the current operator
Data cached from an outside system
Test case behavior by setting property values for an open case
Review the current values of case data
Test whether a declarative expression properly calculates a target value
Test a rule to determine whether the rule executes correctly
Identify an outcome of a decision
Identify the order of events in a process.
Indicate an automated action performed by the application
Indicate an event handled by a user
Indicate possible branches of a process.
Identifies the user interface to present to a user
Cannot be run in draft mode
Indicates a possible outcome for an automated decision
Indicates a possible outcome for an assignment.
Updating properties values from one page using properties of another page
Copying a page into a page list property
Parsing data from an external system
Initializing properties values of a new case instance
A new page instance of CheckInventory class
A new classless page
A new page instance of ProcessOrder class
The addWorkObjectParty API activity
The VOE? option on the pyCaseManagementDefault work parties rule
The addParty flow action
A data transform added to the pyCaseManagementDefault work parties rule
To correspond with a customer regarding a complaint
To identify the party responsible for a case throughout a stage
To capture information about a beneficiary on an insurance policy
To indicate the party responsible for approving a case
Configure a greater initial urgency for assignments in one case type than another
Delay the availability of the assignment until a condition is satisfied.
Add behavior for an assignment that is considered late.
Establish a performance goal for the assignment
To the user's work group
To the user's manager
To the user's workbasket
To the user
Route requests to a work group that uses skill rating parameters for work group members
Route requests to a reporting manager who assigns the request to an available user to ensure fast processing
Route requests to a decision table which routes the request to a work group in a location where there are users who have appraisal skills
Route directly to a user who is a member of work group that uses skill rating parameters
Route the assignment based on a appraiser role
Route the assignment to the correct workbasket based on a decision rule
It is not possible to support this requirement. The router must define a specific workbasket.
Route the assignment based on appraiser skills
Add a CorrNew notification to the assignment
Add a SendCorrespondence local action to the assignment
Add a notification to the assignment
After the assignment, add a SendEmail SmartShape
Add a Send Email Smart Shape to the Reject Candidate leaving the Decision shape
Add a CorrNew utility to the Assess Candidate connector leaving the Decision shape
Add a notification to the Decision shape
Add a CorrNew utility to the Reject Candidate connector leaving the Decision shape
Insert applicant's name, loan office, and loan amount properties. Also, insert the paragraph rule
Add placeholder text for the applicant's name, loan office, and amount. Also, insert the paragraph rule.
Insert the applicant name and loan office properties. Include a correspondence fragment that contains a link to the organization's website page that contains loans and conditions.
Insert applicant's name, loan office, and loan amount properties. Also, copy and paste the paragraph content into your email.
A national insurance company requires a different minimum for liability coverage in each state
An online order process optionally allows customers to update the credit card number saved with their account
A service level notifies the assigned user when a goal interval is exceeded, and notifies the user's manager when a deadline interval is exceeded.
A process does not execute if a user is not married.
Circumstance the form by property and date; test that the creation date for the case is on or after June 15, 2016
Circumstance the form by property and date; specify June 15, 2016, as the start date
Update the existing form to apply a circumstance; specify June 15th, 2016, as the end date
Circumstance the form by template and definition; in the definition, specify June 15, 2016, as the cut-off date
Recalculate an expression whenever one of the input values changes
Determine whether a UI field should be visible
Determine whether to include a column when running a report
Determine whether to perform a data transform
Determine if a process runs
A When rule can only be used once in an application
A When rule can only evaluate a property of type true/false
A When rule can only return a true or false result
When rules are evaluated declaratively
The customer is not eligible under any condition.
Long-sleeve, red shirt, medium size
Short-sleeve, blue shirt, size large
Long-sleeve, yellow shirt, medium size
Create separate columns for Selected Position, Targeted Position, and Reject
Create one column for feedback with three rows for the three possible decisions
Create separate columns for Matches Position, Matches Another Position, and Does Not Match Any Position
Create a single column for Position
An otherwise branch that tests for assessment scores less than 40
A branch that evaluates both technical and interpersonal skill scores
A top-level branch that tests for assessment scores less than 40
Two nested branches - one to evaluate technical skill scores and another to evaluate interpersonal skill scores.
Use a test page to run the decision tree.
Check the decision tree for conflicts
Add the decision tree to a decision shape and create cases using various test values.
Check the decision tree for completeness
In the hierarchy tree, drag and drop the element in the new position.
On the user form, copy the original element and paste it in the new position
On the user form, drag and drop the field in the new position.
In the hierarchy tree, copy the original element and paste it in the new position
To provide the user with the ability to enter rich text
To display an image
To define a piece of text that is used in several screens in the application
To display read-only text in rich text format
An application can deliver email notification to users in a timely fashion.
An application can respond to voice command
Different groups of users have access to different content and functions
The placement of the screen content adjusts to different screen sizes and devices automatically
Two since it is in Inline grid triple format.
Five since it is in Inline format
One since it is in Inline grid double format
Undetermined — it depends on the sizes of the elements.
Flow action rule
Associate the format to the submit button on the components tab of the skin
Drag the format onto the section or harness.
Update the CSS file to specify the style format to use
Configure the submit button in the section rule to use the new format
A section refreshes.
Total value of a customer order reaches $500
Users click a button.
Users move the mouse over a URL link.
Users change the arrival date on a hotel reservation to one week later
On both the button and the layout
On the button
On the layout
On either the button or the layout
Actions attached to an event execute in random order.
An event can be configured to perform multiple actions
An action can be performed for only one event per control
A control always has one or more action sets
Set the minimum and maximum values to "9" in a text field
Use an edit validate rule that validates the Social Security pattern
Use a decimal property type and make the field required
In an edit validate rule, configure a function to test for a Social Security pattern
Associate an edit validate rule with the flow action that references the form.
Use a single validate rule to verify both of these conditions
Use two validate rules, one for each condition.
Use an edit validate rule that validates both conditions
Add a drop-down control and source the list using the property that identifies the items in the list.
Add a radio button control that identifies each employee with a button
Add a drop-down control and source the list using a data page.
Add a drop-down control and use a list of items in the control's property
Summarize the requests column by count
Filter the results so that only cost center and requests are included in the report
Use the cost center column to group the results
Use the requests column to group the results
Add a filter condition where Case ID is greater than one.
For the Case ID property, select Highest to Lowest sort type
For the Case ID property, select Count in the Summarize column
Make sure that the Case ID is the first column in the report
Create two conditions: Work Status does not equal New, AND Creation Date is less than current quarter.
Create two conditions: Work Status does not equal New, AND Creation Date is equal to Previous Quarter.
Create one condition: Work status does not equal New where Creation Date is equal to Previous Quarter.
Create two conditions: Work Condition equals New OR Creation Date does not equal Previous Quarter.
A BLOB automatically exposes properties for reporting.
A BLOB provides flexibility by avoiding the need for schema changes when the data model changes.
A BLOB allows an application to read or write an entire case in one database transaction.
Case data can only be stored in a BLOB
A BLOB can store an object of any size
Optimization only provides a performance benefit for embedded properties
A top-level property is exposed in the table that contains the BLOB. An embedded property is exposed in a different table
Optimizing a top-level property does not require a schema change to the database. Optimizing an embedded property does require a schema change
A Declare Index rule is created when optimizing a top-level property, but is not created when optimizing an embedded property
Process metrics, such as the current stage or status, are exposed by default
Business metrics, such as the total value of a sales order, are exposed by default
Both process metrics and business metrics are exposed by default
Neither process metrics nor business metrics are exposed by default.
Sales territory (.Territory)
Creation date (.pxCreateDate)
Expiration date (.ExpiryDate)
Assigned case worker (.pxAssignedOperatorID)
Case ID (.pyID)
The data page reloads on the next access one hour after it was last accessed.
The data page reloads on the next access one hour after it was created.
The data page reloads automatically one hour after it was last accessed.
The data page reloads automatically one hour after it was created.
Insurance policy data
Your application. Thus, a connector is when your application requests data from an external system, and a service is when external systems request data from your application.
The external system. Thus, a connector is when external systems connect to your application to requests data, and a service is when your application requests request data from an external system.
A report definition
A data page
The Database Table Class Mapping tool
A SQL connector
1, 3, 2, 4, 5, 6
1, 2, 4, 3, 6, 5
1, 4, 2, 3, 6, 5
1, 2, 3, 4, 5, 6
Integrator shape in a flow
Integrator shape in a flow
Map data to the application data structure
Set authentication data for the request
Invoke parse rules on the connector response
Map data from the protocol-specific response format
Notify a manager if the "Review Request" assignment exceeds the established deadline of 24 hours.
Loan applicants must provide their name, address, and occupation. If the customer is already a customer, automatically populate the customer details from the system of record. Otherwise, require that the applicant enter this information on the form.
If a loan applicant resides in Canada, add a legally required disclosure to the confirmation email acknowledging the submission of their loan request.
If a loan applicant is married, prompt the applicant to provide the name, date of birth, and taxpayer ID for their spouse.
An application is being prepared for release, and a process is still in draft mode.
An application uses an activity to add a customer information to a system of record.
A property on a report is not optimized, and may affect report performance.
An application uses an activity to calculate a promotional discount.
When a customer requests delivery of airplane tickets, the application prompts the user to provide their mailing address.
If a timesheet is rejected, it can be corrected and resubmitted.
Upon resolution of an order, a survey should be sent to the purchaser.
Travel requests must be reviewed by the submitter's manager. Any travel request exceeding USD10,000 must also be reviewed by the division VP.
A case is considered the primary processing unit (parent case) of a business transaction, while a child case is any related case that represents work that must be completed to resolve the parent case.
A case represents all of the steps needed to complete a business transaction. A child case is only used when the step needed to help complete a business transaction involves one or more tasks and one or more actors.
A case is used when the steps needed to complete a business transaction involve conditions between the steps. A child case is used to indicate one of the steps if the parent case does not involve conditions between the steps.
A case represents the processes, data, and work parties involved in completing a business transaction. A child case typically focuses on a subset of data relative to a parent case and usually involves different work parties than the parent case.
Data is propagated when the credit check child case is created.
Data is propagated every time the account case is saved to the database
Data is propagated when the account case is updated.
Data is propagated when the credit check case is updated.
Use data transforms to map data from a source to a target, and perform any conversions needed to achieve the intended mapping results.
Use data transforms to define the contents of a clipboard page in either read-only or read-write mode.
Use data transforms to store data obtained from a SQL query on a clipboard page, which can then be paginated for presentation in a report.
Use data transforms to set properties values on a given page, whether they are initial values or updated values.
Forward chaining for the item total amounts and total order amount
Forward chaining for the taxes and grand total
Backward chaining for the item totals and total order amount
Backward chaining for the taxes and grand total
A request is rejected if it has not been resolved by the end of the Deadline interval.
A manager decides to reassign an uncompleted assignment when the deadline interval expires.
The assignment urgency increases if the assignment is unresolved at the end of the Goal interval.
An email is sent to the assignee's manager if the assignment is unresolved at the end of the Deadline interval.
Add a SendCorrespondence local action to the review assignment
Add an assignment and a notification to the deny connector leaving the review assignment.
Add a notification to the assignment
Add a Send Email Smart Shape to the deny connector leaving the review assignment.
Include contents in a section and reference it in your correspondence.
Include instructions in a standard correspondence type rule and reference it in your correspondence.
Include contents in a paragraph rule and reference it in a text area control on your correspondence.
Include contents in a paragraph rule and reference it in your correspondence.
Retrieving data from an external system.
Sending a text message when a case is resolved.
Copying data from one page to another.
Copying data from a parent case to a child case when the child is created.
Specify pyWorkParty as the primary page.
Specify pyWorkParty as a clipboard page.
Specify pyWorkParty as a parameter page.
Specify pyWorkParty as a step page.
Use a calendar control that tests the date.
Use a when condition to test whether the date is in the past or in the future.
Use a declare expression to test the date.
Use a validate rule to test the date.
Use an integer property type in the text field.
Use five character min/max settings on the field.
Specify a validate rule in the property used by the field.
Specify an edit validate rule in the property used by the text field.
Configure a drop-down list using a clipboard page as the data source.
Configure a drop-down list using a property containing a local list of items as the data source.
Configure an auto-complete control using a clipboard page as the data source.
Configure an auto-complete control using a data page as the data source.
Create two sections: one for the borrower only, and the other for the borrower and their spouse. Use declarative processing to determine which section to display.
Add an assignment for the borrower's information and an assignment for their spouse's information, and use a decision shape to determine when to skip the assignment for the spouse's information.
Add fields for both the borrower and the spouse to the UI and make both sets of fields required.
Create the fields for the spouse in a separate layout and use a visible when condition to determine when the fields for the spouse should appear or be hidden.
Use a smart layout.
Use a column layout.
Use a screen layout.
Use a dynamic layout.
Use two action sets: one for the right-click action, and one for the up key and down key actions.
Use one action set for the click, up key, and down key events.
Use two action sets: one for the right-click event, and one for the up key and down key events.
Use one action set for the click, up key, and down key actions.
Set visibility to if not blank in the section containing information about the spouse.
Add a visible when condition to the section containing information about the spouse
Set visibility to if not blank in the cell containing the check box.
Add a visible when condition in the cell containing check box.
Create a Weeks Until Replacement column and update values in the database on a weekly basis.
Create a Weeks to Replacement column. Create a filter using the Issue Date property and a function to calculate the value.
Create a Weeks Until Replacement column and use a function in the column to calculate the value.
Create a Weeks to Replacement column. In the Issue Date column use a function to calculate the value.
Case ID column equals Atlanta.
Case ID column does not equal Atlanta.
Office location column does not equal Atlanta.
Office location column equals Atlanta.
Five minutes after it was last updated
Five minutes after it was created and never again
Five minutes after it was last accessed
Depends on when it is accessed
To store customer data retrieved from a system of record
To store purchase request case data
To store options for the priority of a purchase request
To store purchase request line items
Local data source
To expose data on an embedded page for reporting, by linking properties stored on an embedded page to columns in a dedicated database table.
To map the content of a database table to a data page, for use in an application as reference data.
To map the columns of a database table to properties in a data class, to facilitate access to the contents of the database table.
To import data from an external database into a Data Table, for use in an application as reference data.
The Property Optimization wizard
The Tracer tool
The Clipboard tool
The Tracer tool.
The Dependency Network Analyzer
The Clipboard tool.
Declarative network display