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192 Cards in this Set

  • Front
  • Back

________ are the building blocks of an application.

Rules

A class is a _______ for rules.

container

As you move down the class structure rules get more ______.

specialized

The Application layer contains the most specialized version of a rule.

True

______ inheritance allows you to utilize the objects provided by standard packaged classes.

directed

Select the characteristics of a ruleset.

A ruleset is considered a deployment unit for a set, or group of related rules.



Every ruleset has a name and a version number.

How many connectors can be used on an assignment?

No more than 5

How many shapes can be on a flow

No more than 15

What is a connector that comes out of an assignment?

Flow Action

Connectors that come out of a Decision?

Result Connector

Name this shape

Name this shape

Start Shape

Which are factors in rule resolution?

Purpose


Applicability


Availability


Permission

The Application Explorer is used to navigate ______

Class structure



What are the possible consequences of not following the best practices of developing with Pega 7?

-Increased development time


-Features not implemented correctly


-Less maintainable

Guardrail

Best practice with 2 components:


Severity + Warning Type

Levels of Severity are:

-Severity


-Moderate


-Caution

The 5 Warning types of Guardrails are:

-Data Integrity


-Performance


-Maintainability


-Logic + Accidental


-System Damage

What is the primary difference between a case and a process?

A case represents a business transaction and a process defines how to resolve that business transaction.

What is a case?

A business transaction to resolve

What is a process?

A path a case may take

What is case management?

A holistic view of a business transaction

What is process management?

Adapting to changing business conditions

What are some of the advantages of an all-in-the-model design approach?

Takes less time to produce a working application




reduces errors due to misinterpreted requirements




Provides for a shared understanding of the business transaction

Business processes define:

The path(s) a case takes as it is completed

(True or False) Engaging the business and keeping them engaged throughout the build effort should be a first priority.

True

What is the difference between case management and process management?

Case management provides a holistic view of a business transaction and process management provides a way to adapt to changing business conditions.

Limiting the number of steps on any given flow rule __________________.

Makes maintenance easier




Helps reduce the chance of modeling errors




Makes it easier to communicate the intent of the process

Which of the following is considered a best practice for identifying how a flow ends?

Use a separate End shape for each end result and set the Work Status accordingly

As a best practice, which flow shape should you use to send an email notification?

Send email smart shape

(True or False): Draft mode flows will run in a production environment.

False

Data that is used to make decisions in a process is known as __________.

Flow data

A __________ cares about the data needed for reporting, metrics and analysis.

Process Analyst

The ____________ has a task level view of the data in the application as he or she is responsible for entering data into the application.

Process Participant

Data entered by a user is known as ____________.

Business Data

The __________ looks at the data from an implementation point of view and what data structures should be used to support the needs of the other views.

Process designer

A data model is commonly created by ________

Entire Organization

(True or False) Data classes are templates for how data should be structured.

True

Which of the following are acceptable property names?

EmailAddress


Email1


Email_Address



Are property names case sensitive?

Yes

A work class uses a ________ property to use a data class.

Page

What Shape is this and what does it do:

What Shape is this and what does it do:



Assignment: Requires human judgement

What Shape is this and what does it do:

What Shape is this and what does it do:



Decision: Automated Decision



What Shape is this and what does it do:

What Shape is this and what does it do:

Subprocess: Flow pauses until subprocess is complete.


A branch to another flow without returning (one or more incoming connectors, no outgoing connectors)A call to another flow with return (one or more incoming connectors, one or more outgoing connectors)Part of a Split Join or Split For Each shape (at least one incoming and one outgoing connector)



What Shape is this and what does it do:

What Shape is this and what does it do:



Utility: A utility shape is an activity that can update a work item without human input. It may perform computations, searches, retrieve data from another system, make a decision affecting the course of the flow, and so on. indicates that one or more tickets are defined on the Utility. Assigned ticket names appear beside this icon on the flow.



What Shape is this and what does it do:

What Shape is this and what does it do:

Attach content shape


Attaches a file, URL, or note to a case



What Shape is this and what does it do:

What Shape is this and what does it do:

Change Stage


Provides the ability to move to the next stage or to a specific stage



What Shape is this and what does it do:

What Shape is this and what does it do:

Create Case


Creates a top case, or one or more subcases

What is the Pega system of record?

Transaction of case


Some reference data

How are Data Tables used/made up?

- Used to manage/store reference data


- Require unique ID


- Require single value properties


-Store non-volatile data

What layers are in an application?

A Data Layer and an Application Layer

(True or False) All data shares the same location as its system of record.

False

Define data table columns

Columns must be single values.


One column must represent a unique identifier.

Data pages act as a level of abstraction from the _______.

data layer

Which of the following aspects of data management is NOT controlled via the data page rule?

Whether a given user has access to see a specific portion of the data.

Which of the following are valid places a data page can source data from?

Data Table


Report Definition

The mechanism of copying data within the case hierarchy is called and done only on instantiation of subcase

Data propagation

(True or False): If a parent case is updated later, the child case will also update.

False

2 Ways to propagate data from a case to a subcase are:

The first way is to map theproperties to propagate in the case designer, the other to specify a data transform that will setthe correct values

When are values copied from a parent case to a subcase?

When the subcase is created

To use conditional logic to determine which data should be propagated you need to use a _________.

Data transform

Which statements best reflect the difference between BPM and Case Management?

BPM applications consist of structured, automatable processes, while Case Management applications can include manual, optional, and conditional processes.




BPM applications are poorly suited to managing “ad hoc” events while Case Management applications are well-suited to managing “ad hoc” events.

Describe Case Management

Case Management allows an application to coordinate different types of work performed by multiple parties to resolve the transaction.




Case Management adds value by filling in the gaps, when asynchronous, unanticipated, or unpredictable events affect the processing of work.

Describe BPM

With BPM, an organization establishes automated management of its processes, allowing the organization to analyze its processes to improve its overall efficiency.




BPM is a structured approach – one that employs methods, policies, metrics, management practices, and software tools to manage and continuously optimize processes within an organization.

Access Group to Application is what type of mapping

One-to-One

An Operator ID record stores information about the __________

Security settings controlling how users access the system

An Access group does not store information about _____________

How the users are authenticated.

Using the Create menu we can create _____________.

Cases that belong to the current application in which the user is logged into.

In a Pega7 application built by your development team, the date format is displayed as12/12/12. To avoid confusion, the customer wants to reformat it as 12-Dec-2012. Using Designer Studio, how would you quickly identify the record where this format is configured?

Use the UI Inspector tool to identify the property

The Pega Discovery Network (PDN) is _______________?

A repository containing all helpful information regarding Pega 7 application development




Accessible to all registered users from any browser in addition it can be launched from the Designer Studio

Which explorer is useful in opening a record that is shipped as part of the product?

Records Explorer

Switching to a different operator requires a user to do what?

Log out

What types of information is provided in the New Application Wizard

Case Name


Application Name


Business Objective

Once we complete the New Application wizard, where in PRPC can we locate most of the information provided while running the wizard?

The Application Overview page.

Who is typically responsible for using the New Application Wizard?

Lead System Architect

Why would you divide a case into stages?

To provide context for the events that occur while processing a case.




To group related processes and steps.

What are the types of Stages?

Primary, Resolution, Alternate

What feature of the Stage Designer allows us to change the name of a stage?

The Stage Configuration dialog

Describe usage of a case

Identify milestones in case processing.

What are the valid step types?

Single-Step


Case


Multi-Step


Approval


Attachment

What is the maximum number of steps within a stage that can be configured to start upon stage entry?

All of the steps in that stage

(True or False) A Multi Step Process step can be reconfigured as a Single Step Assignment in the Configure Step dialog.

False

The default order for steps within a stage is _________________.

Sequential – each step is presented in order.

What options for the start of a step are allowed in the Configure Step dialog?

Upon stage entry.




Upon satisfying a specific condition.




Upon completion of the previous step.

The purpose of Draft mode is to __________________________.

Allow application designers to save flows that contain references to non-existent rules.




Allow application designers to test flow logic without needing to implement secondary rules such as flow actions, decisions, and activities.

The purpose of a decision shape is to __________________________.

Automatically determine the path of the case by evaluating conditions defined in a decision rule.

A Smart Shape ___________________________, unlike a basic flow shape.

Is configured to perform a specific task, such as sending email or creating a PDF.

What are standard work statuses?

New


Open


Resolved

A connector represents:

The result of a decision rule


A Condition to evaluate


A flow action

Specifications should always be associated with ______________

business objectives, requirements, and actors

The specification type tells us what

kind of behavior it describes, such as a decision, correspondence, user action, or integration

In specifications, most types correspond with __________

to specific flow shapes, such as assignments, sub processes, and utilities.

The Complexity of a specification is used by business architects and project managers to

estimate the time and effort needed to implement the specification

Specification's Trigger describes _________

how the resulting feature is accessed once our solution is in use

The Specification's Format drop-down allows us to ____

switch between a traditional use case and a user story.

Screen flows are associated with _______

an assignment, rather than a connector

The act of creating a flow diagram without creating the decisions and user interfaces it references is called _____________________________

Process Modeling

What should be included in a specification?

Description


Subject Matter Expert


Status of the specification


Pre-conditions and Post-conditions

(True or False) A specification can be linked to its implementation(s), but not its requirement(s).

False

(True or False) A specification can include an illustration as an example of the implementation

True

The fundamental unit of the data model – the entity that stores the data we collect from and present to an end user – is called _____

a property

What are the 3 Value Modes?

Single-Value


Value List


Value Group

What is Single Value Mode

A Single piece of information (example: Name)

What is a Value List

Ordered grouping of related information (example: Employment history)

What is a Value Group

Unordered group of information


(example: Phone number or email address, prompting you to think "which one?")

How many types can you assign to a property?

10

What are the text types for a property?

Identifier


Password


Encrypted Text

What are the time-keeping types of a property?

Date


TimeofDay


DateTime


Date and Time of Day

What are the number types of a property?

Integer


Decimal

What is the Boolean type of a property?

TrueFalse

(True or False) A property can be restricted to a set of allowable values.

True

The property “PolicyNumber (Auto)” is an example of which property mode?

Value Group

Types of Property Modes

Value Modes


Page Modes


Java Objects


Java Properties

What is a Page?

A Page is a single entity, such as an open position, or an item for sale

What is a Page List?

A numerically ordered list, such as the specific items that make up a purchase request.

What is a Page Group?

a semantically ordered list, such as a set of addresses – home and work.

The data model for an application indicates a one-to-one (1:1) relationship between the data object that represents the customer and the data object that represents their billing address. The best implementation for the Billing Address data object would be a ___________.

Page

If we define a property as a page-mode property, what property type must we define it to be?

Property types are not relevant for page-mode properties

The data model for a financial services application indicates a one-to-many (1:n) relationship between the data object that represents the customer and the data object that represents their accounts, and must support an arbitrary number of accounts of each type. The best implementation for the Accounts data object would be a ____________.

Page List

(True or False) A page-mode property can contain other page-mode properties.

True

What are two very important rules regarding property context?

Every property we use is defined for a specific page.




Once we establish our context, we don’t need to prefix any property within that context, as long as we stay within that context.

When we create a case, we store all of its data on this special page?

pyWorkPage

By default, case data is written to which page?

pyWorkPage

The “context” of a property can be described as the _______________________.

Page that contains the property and its value

A property named “.foo” can only exist once within each ________________.

Page in memory

What are some valid uses of a data transform?

To copy a value from one property to another




To set a default value for a property when creating a case




To copy data between pages in memory

What are the 4 categories of the thread within the Clipboard?

User Pages


Data Pages


Linked Property Pages


System Pages

pyWorkPage can be found under which category in the Clipboard tool?

User Pages

In the Candidate application, the Candidate page is an example of __________________.

An embedded page

What can be done within the Clipboard tool?

Write property values


Read property values


Switch between active threads in memory


Delete properties


Edit properties

Next slide

Review of Defining the Data Elements

What is the output of the Database Table Class Mapping tool?

Database table instance




Data Class

If we need to access a table with more advanced SQL such as a complex join we need to use _____________

a Connector

A _____________ is responsible for mapping properties to columns when a request is made.

data class

(True or False) Database Table Class Mapping should be used as a Best Practice?

True

Connectors

An arrow between two shapes in a flow diagram, used to denote a path of progress within a process.

Perform Harness

A standard Pega user interface rule used to display an assignment for processing by an end user.

Types of Harnesses

Perform


Review


Confirm


New

Two ways to limit the size of reference data received from a database include ________________.

Using a filter in a report definition.




Mapping only the columns your application needs in the Database Table Class Mapping tool.

(True or False) Property names created from the Database Table Class Mapping tool do not need to conform to property naming best practices.

False

When accessing an external database the best practice is to use a _______.

Database Table Class Mapping Tool

Creating reusable UI sections allow you to ______________.

Build applications that are scalable and extensible




Share a common set of data elements across multiple screens

What are important factors when designing for reusability?

The “Applies To” class




Naming conventions




Documentation

What is the most appropriate “Applies To” class for a section that contains data elements related to a data class?

The ORG-Application-Data- that contains the data elements


Flow Actions should be applied to ______________.

ORG-Application-Work-




ORG-Application-Work

Use dropdown if list contains

Greater than 10 items

Avoid dropdowns if list contains

Less than 6 items

The most appropriate rule for recording simple yes/no business policies is a ______.

When condition rule

When you delegate a rule to a user, it means that user ____________.

Can change the rule as required outside of the normal development release cycle

Automating policy-based decisions allows ________________.

Business users to focus on more nuanced decisions that require business expertise

Which decision rule is most appropriate when the value of one property determines what other properties must be evaluated?

Decision Tree

connector (rule)

A type of integration rule that allows an application, acting as a client, to interact with an external system or database.

connector flow action

A flow action configured on a connector within a flow, allowing the flow execution to progress to another shape on the diagram.

"Collect employee information" and "Hiring manager can assign assets to an employee" are examples of what?

Specification

"System needs to have 2-3 seconds between screens" and "System shall support two-digit version numbers" are examples of what?

Requirement

A system architect interacts with specifications by doing what?

Implementing them



Updating them


What are some examples of why it is important to keep specifications up to date?

Helps to reduce creep scope


Helps to limit any surprise requirements or implementations



When developing an application you should only go to the Guardrails Landing page at the end of a project? (True or False)

False

Some examples of application development best practice are:

Don't duplicate logic


Use inheritance


Don't reinvent the wheel

Some guardrails that will need to be resolved before you deploy your application. Those include:

The duplicate property warning appears when a property of the same name already exists in the class inheritance path.


Turn off draft mode for your flows


Having non-optimized properties used in your reports



(True or False) You cannot create a report using a non-optimized property?

False

What phase of creating a report would you determine who is going to use the report?

Think

What part of the phase of creating a report would you have end-users look at the report you have created?

Iterate

What part of the phase would you determine the type of chart to use?

Plan

What are the 2 types of reports?

List


Summary

(True or False) The Pega standard reports require no additional configuration before using them?

True

The Reports Browser allows you to:

Run


Create


Browse


Search


Organize


Shared with others

What represent the data that is defined when the properties are created in the data model?

Business metrics

What are the statistics automatically tracked by Pega?

Process metrics

What are the advantages of using a BLOB field to store all the data for a case?

Highly optimized for performance and flexibility in operations on individual cases



The Blob is faster to retrieve a case and all its information in memory on the clipboard for use by the application, and also faster to save changes



There are no physical size constraints on BLOB fields, so they can hold any amount of informatoin

When creating correspondence work, what is most likely the issue caused by using inline styles or scripts?

Maintenance and update difficulties

Why should you never justify a logic conflict in a decision table or a decision tree?

The returned result may be inconsistent or unexpected

(True or False) The value in the short description field should only be meaningful to the developer.

False

What is a constraint?

A rule used to define and enforce a declarative rather than programmatic comparative relationship between property values or between a property value and a constant or expression that is expected to be true at all times.

What is a declarative rule?

A type of rule that models relationships between properties so the system can automatically use one or more input values to determine the value of a property

What are the 6 types of declarative rules?

Constraints


Declare Expressions


Declare OnChange


Declare Trigger


Declare Index


Data Pages

(True or False) In general no other rules explicitly reference declarative rules?

True

Which of the declarative rules do not establish a tendency on specific properties?

Declare Trigger

Data Page


(True or False) Declarative rules can be evaluated by the end user when needed to satisfy certain conditions?

False

Define DeclareOnChange

Run an activity when a property value meets a specific condition

Define Declare Index

Index properties on pages to improve performance

What is a WorkBasket?

Queue for storing items


Operations are assigned to workbaskets belonging to that work group


Can access all workbaskets belonging to that work group


Routed to operations using push or pull routing

(True or False) Decision rules are evaluated by end users when processing a case

False

Data tables are used for

Strong statistic list that issues by application

By default what page does PRPC write case data to?

pyWorkPage

The "context" of a page property can be described as:

the page that contains the property and its value

A property named ".foo" can only exist once within each _______

Page in memory

What is Pattern Inheritance?

Parses class names to determine related classes



Shares objects in our application hierarchy

What is directed inheritance?

Specified in the rule form which defines related classes



Such as Work-, Work-Cover, & @baseclass



Utilizes the objects provided by standard packaged classes

Validating user input against a range of values is best accomplished:

Using a validate rule

A ____ can be used to limit the length of submitted data?

property rule


Form Control

What are the 2 items used for client-side validation?

Form Controls


Property Data types

What are the 2 types of validation?

Server-side


Client-side