Pega CSA Flashcards

1
Q

____ helps eliminate translation errors, saves the team time and effort, facilitates direct engagement of
business and IT resources around visible working models, and enables project participants to optimally
review work progress.

A

DCO

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2
Q

Each expected result consists of an ______ that describes one or more conditions to test.

A

assertion

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3
Q

What is the relationship between an assertion and a test case?

A

A test case describes one or more assertions that describe expected behavior for a rule.

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4
Q

What does the Automated Testing landing page show?

A

It lists all the test cases defined for an application and the status of each test case as of its last
execution.

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5
Q

Green circle flow shape

A

Start

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6
Q

Green rectangle flow shape

A

Assignment

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7
Q

Blue rectangle flow shape

A

Subprocess

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8
Q

Orange rectangle flow shpe

A

Utility

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9
Q

Red circle flow shape

A

End

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10
Q

What are the main differences between an optional user action and an optional process?

A

An optional user action is a single task and typically returns to the primary path of a case, whereas
an optional process is a series of steps that may or may not return to the primary path of a case.

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11
Q

What are the three components in a declare expression?

A

A target property, an expression, and a source property

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12
Q

An expression using ___________ only updates its target property when the application references the property by
name.

A

backward chaining

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13
Q

_________ in a declare expression updates the target property value when a source property
value changes.

A

Forward chaining

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14
Q

What are the possible consequences of not following best practices and guardrails when
designing and building an application on the Pega 7 platform?

A

When not following best practices, you may spend more time re-creating existing functionality, or
debugging a component that is not well designed. There is also the risk that you will implement a
feature that does not work correctly.

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15
Q

A _______________ delivers a meaningful business outcome to a customer, partner, or internal
stakeholder.

A

case

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16
Q

The modeling technique used to describe in business terms how a business application
should work is called ______________.

A

case life cycle design

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17
Q

A _______________ is used as a first level of organizing work in a case.

A

stage

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18
Q

You want to engage business and IT resources to review the working models. What two best practices accomplish this objective?

Approval process
Guardrail compliance
Iterative delivery
Direct Capture of Objectives (DCO)

A

Iterative delivery

Direct Capture of Objectives (DCO)

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19
Q

When modeling the life cycle of a case, stages typically represent a _______________ or a ________________. (Choose Two)

subset of data used to resolve the case
single actor performing a single action
transfer of authority
significant change in the status of a case

A

transfer of authority

significant change in the status of a case

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20
Q

When modeling the life cycle of a case, alternate stages typically represent ____________ and can ___________. (Choose Two)

only be accessed manually
a separate, but related business transaction
exceptions to the normal course of events
be sequenced into the primary stages

A

exceptions to the normal course of events

be sequenced into the primary stages

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21
Q

You use ______ rules to compare a property against a condition when the user submits a form.

A

validate

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22
Q

You use _________ rules with single value, value list, and value group properties to test for patterns.

A

edit validate

For example, you can configure a zip code property to reference an edit validate rule that tests whether the entered value has five digits. In another example, an email address can reference an edit rule to test whether the entered value contains an “at” (@) symbol. If the submitted value is invalid, the field displays an error. Edit validate rules run when the user exits a field if the harness rule is configured to support client-side validation. Otherwise, edit validate rules are run when the user submits a form.

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23
Q

What are the main differences between an optional user action and an optional process?

A

An optional user action is a single task and typically returns to the primary path of a case, whereas an optional process is a series of steps that may or may not return to the primary path of a case.

24
Q

Which requirement could be satisfied with a user action?

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.
Requiring a separate approval process whenever an order exceeds USD 10,000.
Allow a user to transfer a case to another employee at any stage of the case.

A

Allow a user to transfer a case to another employee at any stage of the case.

Correct! Since the decision to transfer the case is left to the user, the case can be implemented as an optional process.

25
Q

What should you consider before creating a user view?

A

Consider what fields the users need to see, how values will be entered, and whether users can modify or only read the values.

26
Q

How do you validate an input field with a validate rule?

A

First, create and define a validate rule. Then update the process to execute the validate rule when submitting a user view on an assignment step. This is done by configuring the flow action rule Pega automatically creates when adding a Collect information step in your case life cycle. Flow actions provide additional processing capabilities such as running data transforms and calling validation rules. Flow actions can be accessed from the Process Modeler or from the Application Explorer under the Process category.

27
Q

Why must a validation condition that tests whether a date is in the future or the past be configured in Designer Studio?

A

Validating that a date is in the future or the past requires the use of a function.

28
Q

The Wait step enforces the following types of dependencies:

A
  • Pausing a case until another case (or all cases) reach a specified status
  • Pausing a case until a predetermined time expires
29
Q

Designer Studio gives you one additional option to create a case. What is it?

A

Designer Studio gives you one additional option to create a case as a top level case instead of a child case.

30
Q

A ruleset version is identified with a string of three numbers. What do these three numbers indicate?

A

The three numbers used to identify a ruleset version indicate the major version, minor version, and patch version of the ruleset.

31
Q

What type of relationship is described by pattern inheritance?

A

Pattern inheritance describes the business relationship between classes. Pattern inheritance indicates the reusability of rules throughout an organization, such as whether a rule is usable by a single case type, an entire department, or even an entire organization.

32
Q

How is a work party used in an application?

A

A work party represents a case participant. A work party allows you to refer to the participant by their role, and is often used to send correspondence during case processing.

33
Q

What are the three data page scope options?

A

Thread - per case.
Requester - user session. For example, weather info which would be local but not per case.
Node - All users on that JVM. For example, exchange rates.

34
Q

When you configure a data page, you define the structure as either a page or a list. What other components do you need to define?

A

A data page rule defines the structure, scope, data source, and refresh strategy of the cached data.

35
Q

What are the three factors that influence assignment urgency value?

A

The three factors influencing assignment urgency value are the default urgency for the case type, the urgency calculated from the service level rule, and manual adjustments (if enabled).

36
Q

What are the limits for sending correspondence in Pega Express?

A

Email correspondence can be configured from the case life cycle in either Pega Express or Designer Studio. For other types of correspondence, you must create a correspondence rule in Designer Studio and send the correspondence using a correspondence activity.

37
Q

How can you send all types of correspondence?

A

A Utility shape configured with the CorrNew activity offers greater flexibility than the Send Email step. You can use the activity to send all types of correspondence including mail, fax, and text messages.

38
Q

What is a worklist?

A

A worklist is a list of all open assignments, ordered by urgency, for a specific user. For example, an assignment that requires a human resources manager to approve employee time off requests routes to the human resources manager’s worklist.

39
Q

What is a work queue?

A

A work queue is a list of all open assignments, ordered by urgency, for a group of users.

40
Q

What are the two types of approval flow?

A

Single level or cascading.

41
Q

What are the guidelines for a rule delegation strategy?

A
  • Establish a unique access group for the business users to whom you will delegate rules.
  • Delegate rules for process items that change repeatedly.
  • Delegate rules that are easy for the business user to change.
42
Q

What default rule types can be delegated?

A

Paragraph, decision table, data types that have data records, correspondence types and service level agreement (SLAs).

43
Q

Unit testing reduces what risk?

A

Unit testing reduces the risk of a configuration error in one rule propagating to other rules in the application, causing significant delays to case processing.

44
Q

Perform what tasks to successfully unit test a rule:

A

Perform the following tasks to successfully unit test a rule:
•Open the Run Rule window from the rule form.
•Initialize the rule with test data.
•View the result returned by the rule.

45
Q

What are two ways to view the output of a unit test?

A

Run the unit test or view the output of the test with the Clipboard tool.

46
Q

To unit test a rule, do what?

A

To unit test a rule, open the rule form and select Actions > Run

47
Q

How should you name a stage?

A

Use a noun, or noun phrase, to describe the context of the stage. As much as possible, try to limit the stage name to no more than two words.

48
Q

What numeric limits should you consider for stages?

A

Consider limiting the number of primary stages in any given case to seven and the number of alternate stages to five. If you find yourself needing more than 10 primary stages or more than five alternate stages, consider combining two or more stages, or using a separate case type.

49
Q

Guideline for naming processes and steps:

A

When naming processes and steps, use a “verb + noun” naming convention (ex. perform “this action” on “this object.”)

50
Q

Limit for number of steps in a process:

A

Consider limiting the number of steps in each process to five, plus or minus two.

51
Q

Where and what is an instruction?

A

An instruction for a step identifies to a user what should be accomplished in an assignment. Users see instructions in their worklist, when they open a case, or when they are prompted for input in a user view. For example, in a loan application there is a step for the applicant to supply personal information to apply for a loan.

52
Q

What is an intent-driven UI ?

A

An intent-driven UI shows users what they need to know to perform a task.

53
Q

What are the two property modes?

A

Value modes describe a single piece of information such as a total. Page modes describe a data object such as a customer.

54
Q

How is the validation creation process in Pega Express different than the process in Designer Studio?

A

First, Pega Express automatically applies the validation rule to the flow action that corresponds to the user view. Second, Pega Express only supports comparisons against a constant value.

55
Q

The logic in edit validate rules is _________

A

The logic in edit validate rules is written as a Java procedure.