PEGACPBA88V1 Sample Questions Answers

The Pega Express phase in which Pega Business Architects plan for future sprints by creating user stories with the Directly Capture Objectives (DCO) discipline is Discover.

Discover Phase:

During the Discover phase, the focus is on understanding the business problem, identifying the scope, and defining the high-level requirements.

Pega Business Architects work with stakeholders to capture objectives directly into the Pega platform, creating user stories and refining the backlog in preparation for future sprints.

References:

Pega Academy: Pega Express Methodology

Pega Documentation: Pega Express Phases and Activities

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 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.

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.

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

Lock the application after 20 minutes of inactivity: You can configure security settings in a mobile channel to automatically lock the application after a specified period of inactivity to enhance security.

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.

Mobile app color palettes are different for users and CSRs: Configuring distinct mobile app channels is required when you need different UI elements, such as color palettes, for different user groups (e.g., users and CSRs).

Import stories: When populating the backlog directly from a spreadsheet, the correct approach is to import the stories. Pega allows for importing user stories from spreadsheets to efficiently populate the backlog.

For an application to process a new customer loyalty account with data stored in a data relationship with an external data source, you should create a data reference field.

Data Reference Field: This field type allows the application to reference and use data from an external source without embedding it directly within the case. This is suitable for maintaining up-to-date information and integrating with external systems.

References:

Pega Academy: Data Management

Pega Documentation: Data Relationships and Integration

 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.

In Pega, the status of a case can be updated based on actions taken within the process. The status change to "Pending-Investigation" is tied to the completion of the "Review claim" step:

Review Claim Step Configuration: The "Review claim" step is configured to set the case status to "Pending-Investigation" upon its completion.

Status Change Trigger: The status update happens automatically when the "Review claim" step completes, indicating that the case is now waiting for the investigation to be performed.

This ensures that stakeholders are aware of the case's progress and that the system correctly reflects the current state of the case.

References:

Pega Academy: Configuring Case Status

Pega Documentation: Steps and Processes