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BA Flashcards

1
Q

Business Architect

A

Work with subject matter experts and stakeholders to understand business needs.
In a Pega application, they define business rules, service level agreements, and processes

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2
Q

Product Owner

A

Owns the product backlog and prioritization of backlog items. Creates acceptance criteria

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3
Q

Subject Matter Expert

A

The SME has deep understanding of a particular business topic or domain.
The SME works with the project team to convey business needs and helps validate information accuracy

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4
Q

What roles are associated with the following responsibilities?
• Configure user interface forms

A

(System Architect)

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5
Q

What roles are associated with the following responsibilities?
• Define business rules

A

(Business Architect)

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6
Q

What roles are associated with the following responsibilities?
• Create acceptance criteria

A

(Product Owner)

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7
Q

What roles are associated with the following responsibilities?
• Define service level agreements

A

(Business Architect)

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8
Q

What roles are associated with the following responsibilities?
• Own prioritization of backlog items

A

(Product Owner)

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9
Q

case

A

work that delivers a meaningful business outcome

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10
Q

case type

A

an abstract model of a business transaction, where a case is

a specific instance of the transaction.

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11
Q

case life cycle design

A

allows business users to begin by organizing work into

stages.

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12
Q

Stages

A

represent the transfer of a case from one authority to another or a significant
change in the status of the case.

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13
Q

A primary stage

A

a high-level phase in the lifecycle of a case that leads to the desired
outcome.

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14
Q

A process

A

contains a series of

tasks, or steps, that a user completes as they work the case.

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15
Q

A step

A

is either a user action or

automated action performed by the application.

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16
Q

alternate stages

A

When a case does not follow the primary path,

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17
Q

Change Stage

A

step automates non-sequential case flow, such as to and

from alternate stages.

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18
Q

case status

A

the primary indicator of the progress of a case towards

resolution

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19
Q

An instruction

A

a step identifies to a user what should be accomplished

in an assignment

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20
Q

service level agreement (SLA)

A

establishes a deadline for work

completion.

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21
Q

How does the passed deadline interval differ from goal and deadline intervals?

A

can repeat

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22
Q

optional process

A

update information in multiple steps.

Users may or may not return to the primary path of the case.

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23
Q

Optional user actions

A

update information in a single user screen.

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24
Q

parallel processes

A

If processes can be performed in any order

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25
Q

assignment routing

A

to assign work to the most appropriate user

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26
Q

work queue

A

a list of all open assignments, in order of importance, for

a group of users.

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27
Q

A worklist

A

A worklist is a list of all open assignments, in order of importance, for a
specific user.

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28
Q

current user

A

the employee creating the request enters the expense details.

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29
Q

specific user

A

the manager who approves expense reports.

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30
Q

when condition

A

when you want to route work based on certain conditions.

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31
Q

single approval

A

You can assign single approvals to the worklist of a specific user or a work queue.

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32
Q

cascading approval authority matrix

A

based on an authority matrix is more flexible than reporting structure. It supports routing to other entities outside of the reporting structure.

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33
Q

cascading approval reporting structure

A

Cascading approvals based on reporting structure require approval of an employee’s direct manager and higher. You can also configure business logic to set thresholds to determine the number of required approvals.

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34
Q

Rules

A

describe the behavior of individual cases.

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35
Q

rule type

A

is an abstract model of a specific case behavior. Rules are instances of rule types which generate application code.

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36
Q

Rulesets

A

package rules for distribution as part of an application.

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37
Q

ruleset version

A

System architects collect individual rules into a subset of a ruleset

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38
Q

ruleset stack

A

Each application consists of a sequence of rulesets

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39
Q

work Classes

A

Contain the rules that describe how to process a case or cases, such as processes, data elements, and user interfaces

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40
Q

integration classes

A

Contain the rules that describe how the application interacts with other systems, such as a customer database or a third-party

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41
Q

data classes

A

Contain the data objects modeled for the application, such as a customer or collection of order items

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42
Q

A parent class

A

contains another class

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43
Q

A child class

A

is contained by another class

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44
Q

Rule check-out

A

creates a copy of a rule in a ruleset that is only

visible to you, called a personal ruleset.

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45
Q

Pattern inheritance

A 
follows the class hierarchy to
support the reuse of rules within an application.
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46
Q

Directed inheritance

A

allows your application to reuse

rules from other applications with different classes.

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47
Q

The data elements or
collection of related data
elements in a case type
comprise the

A

data model.

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48
Q

The data model defines

the

A

case type data

structure

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49
Q

A collection of related

elements is called a

A

a data

type or data object.

50
Q

Value mode

A

represents a single piece of information.

51
Q

Page mode

A

represents a data object that contains related values.

52
Q

A value group

A

acts as a container for an unordered

list of single values

53
Q

• A value list

A

acts as a container for an ordered list of

single values

54
Q

A page

A

is a single entity.

55
Q

A page list

A

is a numerically ordered list.

56
Q

A page group

A

is an unordered list

57
Q

Simple types

A

are similar to the property types defined on the
property itself. Use a picklist if you need to display a static list of
options to the user.

58
Q

Fancy types

A

allow you to provide the capability to upload an
attachment, show a location on a map, or reference a user on
the system.

59
Q

Complex types

A

define page and page list properties. A field

group is a page and a field group (list) is a page list

60
Q

Data Access section:

A

Configure automatic data access and persistence settings

61
Q

Display and validation section

A

: Define how the property should appear on the screen by specifying a UI control

62
Q

px:

A

Identifies special properties. Your application can read but not write to these properties

63
Q

py:

A

You can use these properties in your application.

64
Q

pz:

A

Supports internal system processing. Your application can read but not write to these
properties.

65
Q

data element

A

in a Pega application is a pairing of two pieces of
information: the name of the data element, and the value assigned to the data
element.

66
Q

A page

A

is a structure for

organizing data elements in an application.

67
Q

The pyWorkPage

A

is a specific page on the clipboard that stores all the

data generated while creating and processing a case.

68
Q

An embedded page

A

is a page within pyWorkPage that stores data

describing a data type.

69
Q

The pyWorkCover

A

is a separate page that contains the case data for a

parent case when the associated child case is processed.

70
Q

User Pages

A

category contains pages created due to user action, either directly or indirectly.

71
Q

Data Pages

A

category contains read-only data pages defined by data page

rules.

72
Q

Linked Property Pages

A

category contains read-only pages created by linked
properties, which contain information from data objects referenced by a
linked property.

73
Q

System Pages category

A

contains pages that describe the current user

session, such as the active user and the active application.

74
Q

• pyDefault data transform

A

is invoked when a case is created. It is used to

set default values for cases.

75
Q

pySetFieldDefaults data transform

A

is used to initialize default field values.

76
Q

Declarative processing

A

instructs the system to monitor the
application to determine when a trigger event occurs. Declarative rules
define a trigger event and resulting action.

77
Q

Procedural processing

A

depends on rules to instruct the application
when to look for a trigger event. Rules such as data transforms, activities,
or user interface (UI) rules perform updates based on a predefined trigger.

78
Q

Declare expressions

A

automatically calculate property values and

are comprised of an expression and a target property

79
Q

A declarative network

A

is a set of interdependent declare expressions.

80
Q

Forward chaining

A

in a declare
expression pushes updates to the
target value

81
Q

Backward chaining

A

pulls values from

the source property or properties.

82
Q

Properties

A

Single value properties have property types such as date, decimal,
integer, text, or true/false. Selecting the appropriate property type
ensures that users enter a valid value.

83
Q

Controls

A

Controls are another way you restrict users from entering or

selecting invalid values on a form.

84
Q

Validate rules

A

to compare a property against a condition when the user

submits a form.

85
Q

Edit validate rules

A

to test single value, value list, and value group

properties for patterns.

86
Q

• Pega system of record

A

– A Pega system of record can locally source data
types.
• Example: In the New Candidate application, HR can select a conference room in
which to conduct the interview. The Pega system of record locally sources the
Conference Room data type and the Pega system of record would have a list of
the conference rooms.

87
Q

External system of record

A

– External systems can source data types.
• Example: A Candidate data type stores basic identifying information about
candidates. An external system of record, (external vendor tool that adds and
tracks candidates), sources the Candidate data type.

88
Q

No system of record

A

– Data types can obtain data entered or
transformed during application processing and not associate with a
system of record.
• Example: During interview scheduling, you capture candidate information about
any dietary restrictions. This helps HR provide an appropriate lunch for the
candidate during the interview break. The Dietary Restrictions data type is used
for case processing but is not pushed to a system of record

89
Q

Data page scope –

A

captures how widely data is visible in an
application. There are three levels of a scope: thread, requester and
node.

90
Q

Structure of a data page

A

– uses a single page to load a single record.

You use a list if you want to load multiple records.

91
Q

Data page source

A

– any source of data that an application uses, such

as a connector, report definition, or lookup. Data sources are referenced in data pages.

92
Q

Data page object type

A

– The object type identifies the information

the data page will capture.

93
Q

Refresh strategy

A

– defines when the data is stale and needs to be
reloaded. Data pages are created and updated on demand. The page
is never reloaded until it is referenced.

94
Q

read only

A

– Used for data pages that should not be modified. The data

page displays in the Data Page list on the clipboard.

95
Q

editable

A

– Allows the data page to be modified. The data page is displayed
in the user page list on the clipboard.

96
Q

savable

A

– Provides the data page by saving through a database source or
an activity. Savable data pages are referenced in save data page locations.
Selecting this mode opens the data save options sections so that you can
select a save plan option

97
Q

In Pega, you build user forms with sections.

A

Sections group information and

functionality by context and purpose.

98
Q

Inside a section, you organize UI elements with layouts.

A

Layouts contain rows

and columns, defining a set of cells.

99
Q

Dynamic layout

A

– Organizes a single set of fields in a general purpose layout.

100
Q

Repeating layout

A

– Organizes lists, tables, and other repeating structures.

Repeating layouts reference a page list or page group.

101
Q

Label

A

– Used to identify the purpose of the section. The label is used to generate an
identifier for the record.

102
Q

Class

A 
– The class to which the record is applied. The class determines the availability and
re-usability of the section.
103
Q

Ruleset and version

A

– The ruleset and version that contains the record. Pega defaults to
the highest unlocked application ruleset when you create a record.

104
Q

A Responsive UI

A

enables a layout to automatically adjust to rendering devices. Elements
can move around, resize, or completely disappear based on screen resolution and size.

105
Q

Pega applications have system default responsive breakpoints

A

that define when changes

in behavior on different devices skin rules should occur

106
Q

A skin rule

A

defines presentation formatting instructions for one or more UI forms.

107
Q

Primary

A

– The unique identifier for the row. Each table must have one primary
column.

108
Q

Secondary

A

– Important information with a significant effect on usability. Omitting
information in a secondary column impacts the ability of the user to complete a
task.

109
Q

Other

A

– Information with minimal impact on usability

110
Q

• Event:

A

A trigger performed by users, such as clicking a button, hovering a
pointer over a field, or entering a value in a field.

111
Q

Action:

A

A response performed by the system as a result of the user event.

112
Q

Conditions:

A

A restriction such as when rules can be applied to an event and
action combination.

113
Q

A mixin

A

defines a set of style attributes that can be reused in user

interface elements.

114
Q

Report definition

A

is used to build a report.

115
Q

Report columns

A

define the report’s contents.

116
Q

Functions

A

in columns make reports more useful.

117
Q

A report filter

A

compares a data value in the

record against a defined condition.

118
Q

Business metrics

A

that represent the data you define for an

application.

119
Q

The Report Browser

A

is used to organize, run, and share

reports.

120
Q

Pega organizes reports by category.

A

A category defines an

organization

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