SAEII 20140124 Business Policies Flashcards

1
Q

Define business process and business policy and how they relate to eachother.

A

Business Process – what you do, work flows, tend to rarely change

Business Policies - set of parameters as to how you do it; they govern process

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2
Q

Business policies are relatively static so should be incorporated into the model as much as possible by systems architects. True or False and why.

A

Don’t bake the business policy into your model
- Business processes rarely change
- Business policies change constantly – they govern process
Make them available to users to maintain – typically business managers

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3
Q

When would business policies not be delegated to the business?

A

When they are more less likely to change and or extremely complex to maintain.

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4
Q

**Which rules are used to implement business policies. Name eight.

A
  1. Service Level
  2. WhenRule
  3. Decision Table
  4. Constraint
  5. Flow
  6. Map Value
  7. Decision Tree
  8. Declare Expressions
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5
Q

What are common types of rules used to implement business policy and why would you typically use each?

A

Service Levels - Time to completion milestones change frequently
WhenRules and Decision Tables - Regulation and market changes affect conditions.
Constraints - Changing relationship between property values

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6
Q

What category is a WhenRule in?

A

Decision Shape

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7
Q

One the business architect determines which business policies business managers can maintain, what are the three options for implementation and what ar the associated agility and risk levles of each.

A

1) Put policy in test environment before releasing to production: low agility + low risk
2) Give business managers access to production server: high agility + moderate risk
3) Give business managers access to an authoring environment hooked up to production server: moderate agility +moderate risk

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8
Q

A commitment to completing work in a certain amount of time is called:

A

SLA - Service level agreement

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9
Q

Service levels are used to __________________.

A

Service levels are used to monitor work and to ensure case workers meet deadlines

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10
Q

When setting service levels you are able to

  • Set ___________
  • Send _____________
A

When setting service levels you are able to

  • Set escalations
  • Send notifications
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11
Q

When setting a service level in Pega, what are the three milestones and when to they begin

A

Goal –how long it should take, starts when the assignment is made
Deadline – how long it must take, starts when the assignment is made
Passed Deadline – how long after the deadline before taking additional action, starts from end of deadline

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12
Q

When an assignment is started it means a case worker is working on it. True or Flase.

A

False. A Service Level timeline begins when the assignment is made even if a case worker has not begun work.

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13
Q
Under this scenario, what is the urgency of the service level if the third milestone is reached?
Initial Urgency = 20
Goal Urgency = 10
Deadline Urgency = 15
Passed Deadline Urgency = 20
A

65

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14
Q

What are the six Declarative Rule types? List the three we discussed in the scope of this course first.

A
  1. Constraint - Records an expected relationship between property values
  2. Declare Expression - Records a computational relationship among property values
  3. Data Page - Records what the contents of the clipboard page should be
  4. Declare on Change - Records a computation that must occur when the value of “watched” properties change
  5. Declare Trigger - Records processing that must occur automatically when an instance of a specific class is saved or deleted in a database
  6. Delcare Index - Records criteria for automatically maintaining index instances for faster access
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15
Q

What are the three types of Decision Rules are used and when are they used?

A
  1. WhenRule - You know the condition and are checking to see if it exists
  2. Decision Table - Same factors with different values determine the result
  3. Decision Tree - Factors with different values determine other factors to evaluate
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16
Q

<p>

| Delegated rules are unlocked by a systems architect when</p>

A

<p>

| business managers are given access to update business policies that change often and are not complex.</p>

17
Q

When creating correspondence, what three questions need to be answered?

A
  1. Who - the Work Parties involved
  2. How - email, text message, fax, letter
  3. When - start of assignment, missed deadline, change of status etc.
18
Q

What are the four work parties involved in sending correspondence?

A
  1. Originator - initially submits a case
  2. Manager - approval and oversight
  3. Customer - on whose behalf the case was submitted
  4. Interested - needs to be aware of the case but not involved
19
Q

On which page are the senders and recipients of correspondence stored?

A

pyWorkParty

20
Q

Can you send correspondence without a WorkParty?

A

No

21
Q

Which shape is used to send correspondence?

A

Utility or Smart Shape

22
Q

In which pool is correspondence assigned and where does it appear on the App Designer?

A

Work Pool => Process => Flow =>

23
Q

When will the flow progress to the next step?

A

When the flow action is taken.

24
Q

Correspondence can be sent automatically or manually. When sent manually it typically appears where on the flow diagram?

A

In the connector which represents a flow action. It is a local action. Local Action and Notification are tabs accessed from the flow[diagram]