Business Architect Pega Objectives
In this course, you learn the core principles of application development on Pega Platform™.
Business users and delivery team members use these principles to plan and deliver business applications faster and more accurately for maximum business value. Contac Us Now!
Prerequisites
None
Course Outline
- Business Architect Essentials Exercise Overview
- Exercise Approach
- Business use case: Assistance request
- Completing the course exercises
- Introduction to Pega
- Introduction to Pega
- Situational Layer Cake
- Application development studios
- How to navigate the Pega Platform
- Roles on a Pega project
- Assessment: Introduction to Pega
- Case Management: Designing a case life cycle
- Case life cycle
- How to design a case life cycle
- User context
- How to update case status
- How to add instructions to assignments
- Assessment: Designing a case life cycle
- Case Management: Setting a service level
- Service level agreements
- How to add a service level to an assignment
- How to add a service level to a case
- How to apply service levels throughout the case life cycle
- Assessment: Setting a service level
- Case Management: Controlling the case workflow
- Optional actions
- How to add optional actions to a case
- Skipping processes and stages
- How to skip a process or stage in a workflow
- Parallel processing
- How to perform processes in parallel
- Decision points
- How to add a decision point to a process
- Assessment: Controlling the case workflow
- Case Management: Routing work to users
- Routing work
- How to route work
- How to configure custom routing
- Case approval configuration
- How to configure a single level approval
- How to configure cascading approvals
- Assessment: Routing work to users
- Case Management: Configuring a case hierarchy
- Introduction to configuring a case hierarchy
- Rules and rule types
- Rules and rulesets
- Classes and class hierarchy
- How to create a rule
- How to update a rule
- How to reuse rules through inheritance
- Case hierarchy
- How to enforce a dependency between case types
- Adding a child case to a case
- Assessment: Configuring a case hierarchy
- Case Management: Exercise
- Exercise: Configuring a case type
- Data Modeling: Adding fields to a case type
- Introduction to adding fields to a case type
- Data elements in Pega applications
- How to manage properties
- How to reference a property
- Defining properties
- User views
- Configuring user views
- Assessment: Adding fields to a case type
- Data Modeling: Data in memory
- Introduction to data in memory
- Data storage in memory
- pyWorkPage
- How to view clipboard data
- How to use and set property values with the Clipboard
- Assessment: Data in memory
- Data Modeling: Calculating case values
- Introduction to calculating case values
- Declarative processing
- Declare expressions
- How to set a property value with a declare expression
- Forward and backward chaining in declarative networks
- Assessment: Setting property values declaratively
- Data Modeling: Exercise
- Exercise: Designing a data model
- Validation: Validating case data
- Introduction to validating case data
- Methods of data validation
- How to validate case data with controls
- How to validate case data with validate rules
- Validating a flow action with a validate rule
- How to use edit validate rules
- Assessment: Validating case data
- Validation: Exercise
- Exercise: Configuring data validation
- Information Exchange: Using the Integration Designer
- How to visualize data with the Integration Designer
- Assessment: Managing data types with Integration Designer
- Information Exchange: Creating data types
- Application data processing with data types
- How to create a locally sourced data type
- How to configure a data source for an existing data type
- How to create an externally sourced data type
- Assessment: Creating data types
- Information Exchange: Managing data pages and views
- Data views and data pages
- How to access on-demand data with a data page
- How to configure data page sourcing options
- How to save data with a data page
- Assessment: Managing data pages and views
- Information Exchange: Exercise
- Exercise: Configuring reference data
- User Interface: Customizing user view layout
- Introduction to configuring a user form
- Section rules
- Guidelines for designing user views
- How to configure a section
- How to configure responsive UI behavior
- Assessment: Customizing user view layouts
- User Interface: Adding dynamic content to user views
- Introduction to adding dynamic content to user views
- Dynamic UI design
- How to configure dynamic content
- Event processing
- How to configure event processing
- Assessment: Adding dynamic content to user views
- User Interface: Styling an application
- Introduction to styling an application
- Styling an application with skins
- How to customize an application appearance with skins
- Controlling application appearance with a skin
- Assessment: Styling an application
- User Interface: Exercise
- Exercise: Designing a user interface
- Case Management: Sending correspondence
- Introduction to configuring and sending correspondence
- Case communications
- Sending an email from a case
- How to configure correspondence rules
- Assessment: Configuring and sending correspondence
- Case Management (Correspondence): Exercise
- Exercise: Configuring and sending correspondence
- Reporting: Creating business reports
- Introduction to creating business reports
- The role of reports
- Business and process reports
- The Report Browser
- How to create a report
- How to organize report results
- Creating a report
- Organizing report results
- Assessment: Creating business reports
- Reporting: Exercise
- Exercise: Designing a business report
- Application Development: Delegating rules
- Introduction to delegating rule management to business users
- Business rule delegation
- How to delegate rules to business users
- Assessment: Delegating business rules
- Application Development: Exercise
- Exercise: Maintaining an application
- Capstone: Solution Build
- Exercise: BAE 8 Solution Build
Course Duration
40 Hours
Software Requirements
Pega Software
Recommended Reading
None
Assessment
Lab Assignments: 30 %
