Pegasystems PEGACPBA88V1 Certified Pega Business Architect 8.8 Exam Practice Test

Field: Total hours for each type of time tracked (work, vacation, sick)Method: Calculation

Field: Cumulative total of all hours for the weekMethod: Calculation

Field: Updated vacation and sick time balancesMethod: Data transform

Total hours for each type of time tracked (work, vacation, sick)

Method: Calculation

Explanation: The total hours for each type of time (work, vacation, sick) are derived by summing up the respective hours entered by the employee for each day. This involves simple arithmetic operations which are best handled by a calculation rule in Pega.

Use a visibility condition on the mobile phone number field to determine whether to show the field: In Pega, visibility conditions are used to control the display of UI elements based on specific conditions. In this case, you would configure the visibility condition on the mobile phone number field to display it only when the checkbox for subscribing to the text messaging service is selected.

The name of Pega's business architecture design that aligns human intelligence and process automation with business logic to deliver high-value software solutions is Center-out.

Center-out Design:

This approach focuses on designing the core business logic and processes first (the "center") and then extending outwards to include the user interface (UI) and channels.

By centering on the core logic, Pega ensures that the most critical aspects of the business process are well-defined and robust. This approach supports scalability and adaptability as the system grows and evolves.

References:

Pega Academy: Center-out Business Architecture

Pega Documentation: Center-out Design Principles

To meet the requirement that transaction disputes must be resolved within 3 days, you need to set the deadline in the service level agreement (SLA) to 3 days. The deadline specifies the maximum time allowed to resolve the transaction disputes, ensuring that the case is handled within the required timeframe.

MLP sizing leads to more precise resource planning: Accurate sizing of the MLP helps in precise allocation and planning of resources, ensuring that the team can deliver the required functionality within the defined time frame.

To ensure that purchase requests automatically go to the manager of an employee in Pega, you should design a case with a step that routes the request to the manager. The steps are as follows:

Define the Manager Routing Step: In the case type design, include a step that specifies the routing logic.

Use Dynamic Routing: Configure the routing step to dynamically determine the manager based on the employee's profile or organizational hierarchy.

Route to Manager: Implement the routing step so that it evaluates the employee's manager information and routes the case accordingly.

This setup ensures that each purchase request is automatically directed to the appropriate manager for approval, streamlining the process and ensuring compliance with organizational policies.

References:

Pega Academy: Routing and Assignments

Pega Documentation: Case Management and Workflow Automation

To create a visualization that allows managers to track the number and status of Customer Support Request cases submitted over the last 30 days, follow these steps:

Open the Explore data landing page: This page allows you to create and explore data visualizations.

Create a new insight: Insights help you visualize and analyze data trends and metrics.

References:

Pega Academy: Data Exploration and Visualization

Pega Documentation: Creating Insights

Project delivery leader: The Project Delivery Leader is responsible for overseeing the project plan, managing resources, and ensuring that project milestones are met. They play a key role in verifying the project plan and adjusting schedules to manage expectations and ensure timely delivery.

 Submission: This phase involves the initial contact and filing of the claim, which typically doesn't need to be a separate case as it's an initial action.

When planning the next Minimum Lovable Product (MLP) release, a Pega Business Architect should focus on the three pillars of case design: Personas and Channels, Case Types, and Data and Interfaces.

Personas and Channels:

Personas: Identify the different user roles (personas) that will interact with the application. Understanding personas helps in designing user experiences that meet their needs.

Channels: Determine the channels (e.g., web, mobile) through which users will interact with the system. This ensures that the application is accessible and user-friendly across different platforms.

Case Types:

Case Types: Define the different types of cases that the application will manage. Case types are fundamental to structuring the application and ensuring that it can handle various processes and workflows efficiently.

Data and Interfaces:

Data: Identify the data required to support the case types and processes. This includes understanding data sources, data structures, and how data will be captured and used.

Interfaces: Determine the interfaces needed to integrate with external systems. Interfaces are crucial for ensuring that the application can interact with other systems and exchange information seamlessly.

References:

Pega Academy: Case Design

Pega Documentation: Minimum Lovable Product (MLP)

To route cases to specific loan officers based on loan type using business logic, the following steps are typically used in Pega:

Use Decision Rules: Define a decision table or decision tree that maps loan types to specific operators (loan officers).

Configure Routing in the Flow: In the flow rule, configure the assignment shape to use the decision rule to determine the routing based on the loan type.

Route to Operator: Use the "To Operator" routing option, and apply the decision logic to dynamically determine the operator (loan officer).

In this case:

For mortgage loans, the decision rule routes the case to Adam Ross.

For automobile loans, the decision rule routes the case to Julia Samuels.

For equity line loans, the decision rule routes the case to Don Smith.

References:

Pega Academy: Assignments and Routing

Pega Decision Management: Using Business Logic for Routing

To sort the cases so that the case with the most recent create date appears at the top, you need to select the Highest to Lowest sort type for the Create Date column.

Select Highest to Lowest sort type: This ensures that the most recent date is listed first and the oldest date is listed last.

References:

Pega Academy: Report Definitions

Pega Documentation: Sorting Data in Reports

Use Case: "A medical specialist completes their review of an insurance claim, and the system attaches the report to the case."Automation: Create PDF

Use Case: "Employees of a financial services firm receive confirmation when they register for the required certification classes."Automation: Send email

Use Case: "A Fraud department manager receives a mobile notification that an approval request is in their worklist."Automation: Push notification

Use Case: "When an approver rejects an expense report, an employee can modify and resend the report for approval."Automation: Change to a stage

 A medical specialist completes their review of an insurance claim, and the system attaches the report to the case.

Automation: Create PDF

Explanation: In this use case, the system needs to generate a report that can be attached to the case. The appropriate automation for generating documents like reports is creating a PDF. This ensures the report is in a standardized, non-editable format that can be easily attached to the case.

In the user story "As a member of the loyalty program, I would like to be automatically enrolled in all eligible promotional offers so that I can take advantage of the savings without having to enroll manually," the phrase "so that..." references the business value.

Business Value:

The "so that..." clause in a user story explains the benefit or value that the feature provides. It clarifies why the feature is important and what the user or business gains from it.

In this case, the business value is that loyalty program members can save time and effort by not having to manually enroll in promotional offers, which enhances customer satisfaction and loyalty.

References:

Pega Academy: User Story Best Practices

Pega Documentation: Writing Effective User Stories

 Data records are displayed in a drop-down list by default: This is true because Pega displays data records in drop-down lists to facilitate user selection.