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CSA Questions
Questions from CSA Essentials Student Guide
| Question | Answer |
|---|---|
| What is the purpose of a rule in a Pega application? | A rule is an instruction for describing a specific case behavior, such as a process or automated decision. |
| ruleset version is identified with a string of three numbers. What do these three numbers indicate? | The three numbers used to identify a ruleset version indicate the major version, minor version, and patch version of the ruleset. |
| What is the purpose of a class in a Pega application? | A class organizes rules within an application. The position of a class within the class hierarchy determines the reusability of the rules in that class. |
| Describe Work class rules | The work class contains the rules that describe how to process a case or cases, such as processes, data elements, and user interfaces. |
| Describe Integration Class rules | The integration class contains the rules that describe how the application interacts with other systems, such as a customer database or a third-party web server. |
| Describe Data Class rules | The data class contains the rules that describe the data objects used in the application, such as a customer or collection of order items. |
| The? determines the type of behavior modeled by the rule. | rule type |
| The? identifies the purpose of the rule | identifier |
| The combination of ?, ? and ? allows Pega to uniquely identify each rule. | rule type, name, class, and ruleset |
| Using ?, Pega determines the appropriate rule to run when an application calls a rule. | rule resolution |
| ?describes the business relationship between classes | Pattern inheritance |
| 4 levels of class heirchy | 1. Rules for a specific type of case 2. Class Group: all of the case types in an application 3. Division layer: the work, data, and integration classes 4. organization layer: all of the classes for applications across an entire business |
| ? inheritance describes the functional relationship between classes. | Directed |
| What is the purpose of the compliance score for an application? | The compliance score provides a quantifiable assessment of application quality by indicating the amount and severity of rule warnings in an application. |
| The compliance score for an application is 85. Is the application ready to be deployed to users? | A compliance score of 85 indicates that the application requires review before deployment to users. Warnings should be reviewed and addressed to raise the compliance score to 90 or greater. |
| How is information, such as the color of a vehicle, stored in memory for use in a Pega application? | Information such as the color of a vehicle is associated with a data element. The data element (property and value) is stored on the clipboard in a structure called a page. |
| you want to confirm that the application properly generates a list of the customer's previous orders when querying the company's order management system. In which category of clipboard pages would you expect to find the page that contains this list? | This page should be located in the Data Pages category. |
| How is a work party used in an application? | A work party represents a case participant. A work party allows you to refer to the participant by their role, and is often used to send correspondence during case processing. |
| What capabilities do you gain by configuring a service level agreement using the rule form, rather than using the Goal & deadline tab in the Case Designer? | The service level agreement rule form allows you to add behavior for assignments that are considered late, and to determine when an assignment is considered ready for the user to perform. |
| How does the passed deadline interval differ from the goal and deadline intervals? | The passed deadline interval begins once the deadline interval ends. Also, the passed deadline can repeat, unlike the goal and deadline intervals. |
| Name the four standard types of correspondence you can use in Pega applications? | Emails, fax, phone text, and letters |
| How does circumstancing solve the problem of configuring exception behavior in an application? | Circumstancing allows you to describe exception behavior with a set of targeted rules rather than one complex rule. Each targeted rule configures behavior to address a specific exception. |
| What is the purpose of a when rule? | The purpose of a when rule is to evaluate one or more conditions to return a result of either true or false. |
| What is the main reason for using a decision table rather than a when rule for automating a decision? | You need to test the values of multiple properties to make the decision. |
| When would you use a decision tree rather than a decision table to automate a decision? | When you want to apply if...then...else logic to evaluate a set of conditions. |
| Where and how do you start the Live UI tool? | The Live UI tool is located at the bottom of a user form. Start the tool by clicking the Live UI icon. |
| To ensure that a user selects a value from a drop-down list, you should use a validate rule. | No. You would configure the drop-down list as a required field. |
| You have added a field for entering a U.S. phone number. Do you use a integer data type or an edit validate rule to validate that the phone number is in the correct format? | An edit validate rule ensures that the phone number contains the correct number of digits. The integer data type only ensures that the user enters numbers in the field. |
| Why is case data stored in a BLOB column? | greater flexibility and performance for case data, is capable of storing an unlimited amount of data, allows the data model of a case to change without impacting database storage and the BLOB field application to read or write the entire case at once. |
| Why are properties exposed, or optimized, for reporting? | Exposing properties allows Pega to read the property value without decompressing the BLOB to extract the property value. |
| ? tab presents two bar charts that report the number and severity of rule warnings in your application, organized by rule type | Warning Summary |
| To address guardrail warnings, you start on the ? tab of the Guardrails landing page. | Compliance Details |
| If you cannot resolve a rule warning, you ? the configured behavior instead | justify |
| A case type that does not have any parent case type, but can cover, or become a parent of, other case types is a ? case | Top-level |
| case type that is covered by a parent case type. Child case types represent work that must be completed to resolve the parent is a ? case. | child |
| Create a ? case when you want the new case to be independent of the current case. Processing on the current case (can/cannot) finish while the new case is still open. | top-level; can |
| Create a ? case when you want the current case to be dependent upon the new case. Processing on the current case (can/cannot) be completed until the child case is resolved. | child; cannot |
| A case type's ? defines the data structure for the case | data model |
| A collection of related elements is called a . | data object |
| data elements are called ? or ?. | properties or fields |
| The type of property mode that describe a single piece of information such as a total is ? | Value modes |
| The type of property mode that describe a data object such as a customer | Page mode |
| A ? acts as a container for an ordered list of text values. | value list |
| A ? acts as a container for an unordered list of text values | value group |
| ? is a page-mode property that represents a single entity | page |
| ? is a page-mode property that represents a numerically ordered list | page list |
| ? is a page-mode property that represents a semantically ordered list | page group |
| Select ? when creating a data model to display all fields inherited and available in the case type. | Show reusable fields on the Data model tab in the Case Designer |
| The property type cannot be changed after the property has been ?. | saved |
| You cannot create new properties starting with ?, ? or ?. | px, py, or pz |
| Prefix px means? | Identifies special properties — your application can read but not write to these properties. |
| Prefix py means? | You can use these properties in your application. |
| Prefix pz means? | Supports internal system processing — the meaning of values may change with new product releases. Your application can read but not write to these properties. |
| Use the ? tab in the Case Designer to add or remove properties from your case type. | Data Model |
| ? involves mapping data from a source to a target as well as performing transformations on that data required to achieve the intended mapped results. | data transformation |
| The ? data transform allows you to set properties as the case is created | pyDefault |
| You can combine several data transforms using the ? feature to set values at multiple levels of the class hierarchy | superclass |
| Use the superclass feature by creating a data transform with the same name at each level and selecting the ? options | Call super data transform |
| ? allows you to configure your application so that the system automatically updates property values such as a total order amount | Declarative processing |
| Declarative processing identifies and maintains ? relationships among properties. | computational |
| When does the declarative process automatically updates related property values. | input values change, |
| The primary benefit of declarative processing is that updates occur only when ?. | triggered in the application |
| You use ? to define the trigger event. | declarative rules |
| ? depends upon rules, such as data transforms, activities, or user interface (UI) rules, to instruct the application when to look for a trigger event. | Procedural processing |
| Procedural processing is (less/more) difficult to configure and maintain than declarative processing. | more |
| The results of the processing triggered by the declarative rule can trigger other declarative rules, in a "ripple" process known as ?. | chaining |
| You can use a sequence of interdependent declare expressions in a ?. A declare expression in a network can use a target property from another declare expression as a source property. | declarative network |
| ? in a declare expression updates the target property value when a source property value changes. | Forward chaining |
| ? in a declare expression means that a target property value is not automatically updated when other declare expressions in a network update their target values | Backward chaining |
| An expression using backward chaining only updates its target property when ? | the application references the property by name. |
| Forward chaining can slow system performance if an expression uses many source properties that ? | change frequently. |
| By default, the declare expression uses ? chaining. | forward |
| ? maps run-time values of properties in your parent case type to properties in child or spin-off case types. | Data propagation |
| Data propagation happens when? | on case creation |
| If you need some conditional logic to determine what to propagate, use a ?. | data transform |
| Each data element in a Pega application is a pairing of two pieces of information: | the name of the data element, and the value assigned to the data element. |
| A ? is a structure for organizing data elements in an application. | page |
| Each data element is stored in memory where? | on a page |
| ? is the portion of memory on the server reserved by Pega for the data generated by applications. | clipboard |
| All the data generated as you create and process a case is stored on ?, which is a specific page on the clipboard. | pyWorkPage |
| Data that describes a data type is stored on an ? within pyWorkPage. | embedded page |
| in which page does Pega contains the case data for the parent case | pyWorkCover |
| What does pyWorkCover allow | copy data between the parent case and the child case. |
| To view data on the clipboard, you use the | Clipboard tool |
| Pages on the clipboard are organized into four categories: | The User Pages The Data Pages The Linked Property Pages The System Pages |
| ? Pages category contains pages created due to user action, either directly or indirectly. | User |
| ?Pages category contains read-only data pages defined by data page rules. Persistent in memory. | Data |
| ? Pages category contains read-only pages created by linked properties, which contain information from data objects referenced by a linked property | Linked Property |
| ? Pages category contains pages that describe the current user session, such as the active user and the active application. | System |
| a process is an instance of a ?rule | flow |
| A ? models a business process in your application by using graphical shapes to define a sequence of events. | flow |
| In a flow, a task performed by a person is represented by ? | a green rectangle called an assignment shape. |
| In a flow, a system action is represented by? | a yellow rectangle called a utility shape |
| In a flow, An automated decision is represented by? | an orange diamond called a decision shape |
| A subprocess called from a flow is represented by? | a blue rectangle called a subprocess shape |
| In a flow, the start point is represented by . | a green circle called a start shape |
| In a flow, An end point is represented by | a red circle called an end shape. |
| ? automates either an action or process commonly performed during case processing, such as sending email, changing the stage of a case, or searching for duplicate cases. | smart shape |
| The connector, in a flow, represented as an arrow, indicates ? | a possible outcome for an event. |
| A connector that leads from an assignment represents an action that users can perform to complete their task, such as Approve or Reject. This action, called a ?, indicates the UI displayed for the user when performing the corresponding action. | flow action |
| How do you model multiple outcomes for a step in a process flow? | you must edit the flow rule. The flow rule provides additional shapes that require multiple connectors, and allows you to add additional connectors to flow shapes. |
| ? allows you to associate a flow shape or connector with a specific rule, and add additional processing instructions | The Properties dialog |
| An ? is an automated procedure, structured as a series of steps that execute in sequence | Activity |
| ?is an operation that can be performed by one step of an activity | Method |
| During execution, an activity can access data from three data pages: | Primary page, Step page, and Parameter page. |
| The ? is the clipboard page that provides data context for the whole activity. | Primary page |
| This? is the clipboard page thatv provides data context during the execution of this step. If one is not specified for a step, the primary page is used | step page |
| ? is the clipboard page that contains parameter names and values, as listed in the parameters tab | Parameter page |
| If a parameter is an input to the activity, you can access the value received from the calling activity. If a parameter is an output, or result, of the activity, you can set values for it using the ? method. | Property-Set |
| What is CorrNew and what does it do? | API Activity that creates and sends email |
| What is AddWork and what does it do? | API Activity that creates a new case instance, |
| What is UpdateStatus and what does it do? | API Activity that sets the status of a case instance |
| Process API is a group of such standard activities that you can use to? | start and advance work flows without implementing user forms. |
| To invoke an API activity from a custom activity rule, use the ? method from an activity step. | Call |
| ? describe each role. They allow you to refer to a case participant by role, without knowing any identifying information. | work party |
| When you need to add or modify a work party for a case type, use the copy of ? created in the class of the case type | pyCaseManagementDefault |
| models a business that has a web domain ending in ".com", such as a corporation. | Data-Party-Com |
| models a government agency, such as the Department of Revenue. | Data-Party-Gov |
| models a case participant with a Pega login and represents a case participant, such as a case worker or case manager | Data-Party-Operator |
| models a case participant who lacks a Pega login, such as a customer. Typically this class is used to describe a work party that receives correspondence about a case, but who does not perform any actions on the case. | Data-Party-Person |
| models a non-profit organization that has a web domain ending in ".org", such as a charity. | Data-Party-Org |
| If your cases already include the data needed to populate the party, use the ? API activity | addWorkObjectParty |
| If you want to allow case workers to add party information during case processing, use the ? flow action | AddParty |
| If you want case workers to provide party information when creating a case, select the ? | VOE |
| To use a work party in a case, add the work party to the ? | pyCaseManagementDefault rule in the class for the case type. |
| Each work party is a page within the? , and the role is used as the page index | WorkParty page group |
| WorkParty(Customer) represents what | Customer page in WorkParty page group |
| ? allow you to model behavior for work that is past its deadline or to customize the urgency of work. | Service level rules |
| describe the behavior for late work using the ? of a service level agreement rule. | passed deadline interval |
| What to use for repeated escalation of past due assignment | passed deadline interval |
| the assignment urgency is recorded using the property ? | .pxUrgencyAssign |
| assignment urgency, as a sum of three input properties: | .pxUrgencyWork, .pxUrgencyAssignSLA, and .pyUrgencyAssignAdjust. |
| ? is the urgency calculated from the service level rule. | .pxUrgencyAssignSLA |
| .pxUrgencyAssignSLA value is the sum of ? ? ? ? | the initial urgency and the urgency increments for the goal, deadline, and passed deadline intervals. |
| ? is a manual adjustment for the assignment urgency. | .pyUrgencyAssignAdjust |
| From the ? drop-down list, select whether to track the service level intervals against a fixed interval or against the value of a property when configuring an SLA | Calculate service levels |
| ? is a list of all open assignments for specific users | worklist |
| When assignments are queued for a team of users, the assignments are stored in ? | workbaskets |
| A team associated with a workbasket is called a | work group |
| A ?is a special type of activity that progresses an assignment based on the destination and assignment type. | router |
| activities use ? to control routing behavior. | parameters |
| What is ToSkilledGroup used for? | To route assignments by skill and rating |
| ? router uses the results of a decision table to route an assignment. | ToDecisionTable |
| ? allow you to add case data to your communication to provide richer, more relevant communication to stakeholders and case workers | Correspondence rules |
| ? indicates whether a piece of correspondence is a printed letter, fax, email, or SMS phone text | correspondence type rule |
| ? icon to include properties in your application | Insert Property |
| ? icon to include content in other rules such as paragraphs, sections, and correspondence fragments | Insert Rule |
| ? are useful for reusing boilerplate content, such as a mandatory disclosure or links to an organization's social media channels. | Correspondence fragments |
| You can add the ? to your flow diagram to automatically send emails as a case advances during the business process. | Send Email Smart Shape |
| You can automatically send email notifications when a case reaches an assignment using a ? | Notify activity |
| With ?, you create a variant of a rule — such as a decision or a service level — tailored to a specific situation | circumstancing |
| Rule variant is effective whenever the value of a single property satisfies the circumstancing condition. You specify the property to evaluate and a comparison value when circumstancing a rule. | Single value Cincumstancing |
| rule variant is effective whenever a combination of property values satisfies the circumstancing condition | Multiple value circumstancing |
| defines the properties on which the rule is circumstanced in Multiple value cirumstancing | circumstance template |
| ? defines the combination of conditions in which a variant of a rule is used in multiple value circumstancing | circumstance definition |
| rule variant is effective whenever the value of a date property satisfies the circumstancing condition. | Date Property circumstancing |
| rule variant is effective after a certain date, or during a range of dates | As - of Date circumstancing |
| circumstance on one variable, select ? | Property and Date |
| To circumstance on more than one variable, select ? | Template |
| ? evaluate case data to determine outcomes that direct a business process. These rules are used in applications to direct flows, hide or display form elements, and even calculate property values. | Business rules |
| Pega provides four types of business rule decisions: | when conditions, map values, decision tables, and decision trees. |
| ? conditions are the simplest type of decision. A when condition evaluates a relationship among one or more property values to return a true or false result. | When |
| ? evaluate one or two criteria to return a result. Unlike a when condition, a map value can return numeric or text results and are often called from a decision shape in a flow to direct flow processing,or as part of a declare expression | Map Value |
| How does a Map Value work? | A map value uses a one- or two-dimensional matrix to derive a result. The inputs to a map value identify a row and column in the matrix, like latitude and longitude on a map. The intersection of the two inputs indicates the result of the decision. |
| How does a decision table make its decision? | If all the conditions in a row evaluate to true, the decision table returns the result assigned to the row. |
| ?, such as scorecards and predictive analytics, analyze customer behavior. | Decision Management rule types |
| Decision Management rules are available only in applications built on the ? or ? | PegaDM application or Decision Management rulesets. |
| ? consists of interactions, predictive and adaptive models, and scorecards | decision strategy |
| ? define the parameters for running a strategy and the possible outcomes | Interactions |
| ? capture customer responses in real-time to make and adapt predictions | Adaptive models |
| A ? uses one or more conditions and a combining method to return a score and a segment. | scorecard |
| Every Pega UI is built inside a ? rule | portal |
| Portal rules reference ? rules for content. | harness |
| The main purpose of a portal rule | is to set up workspaces for users. |
| ? give users the ability to cancel, save, or submit their work. | Harnesses |
| The flow action also references a section rule and displays it in the ? | harness |
| When you build a user form you create a ? rule. | section |
| What do you add to a section to help users interact with the form | Controls |
| Sections use ? that organize the controls in a series of rows and columns. | Layouts |
| To display a collection of data that belongs to a page list or a page group, you can use a ? layout. | repeating |
| Several formats of dynamic layout styles are available, including | Default, Stacked, Inline, Inline-grid double, and Inline-grid triple. |
| To examine and edit the rule structure of your user interface designs, use the ? | Live UItool |
| ? adapts an application to diverse screen resolutions and sizes. | A responsive UI |
| A ? format specifies a group of attributes such as typography, borders, backgrounds, placement, and alignment. | style |
| A Skin rule specifies? | the visual styling as well as the responsive behavior of the UI. |
| Where do you define style formats that can be applied to UI elements in a section | SKIN rule |
| The screen size thresholds that trigger different UI behaviors are called ? | responsive breakpoints |
| To configure responsive behavior for a dynamic layout, you need to first add and configure ? | responsive breakpoints on a dynamic layout format. |
| In a ?, the UI content changes based on a user's interaction with the content. | dynamic user interface (UI |
| Two types of events exist clicking on a link. | property-based events and user events. |
| Property-based events occur either when? | a data value changes or when a value meets a specific criteria. |
| A user event occurs when ? | an end user takes some action on the page such as selecting an option or |
| You use ? conditions to hide or display data fields based on a value entered by the user. | visible when |
| ? option keeps the space surrounding the control open | Reserve space when hidden |
| The ? option is displayed when you use the If not blank, If not zero, or Condition (expression)visibility options. | Run visibility condition on client |
| When you select the Run visibility condition on client option, all of the possible data that can be displayed is included in the ? | clipboard page |
| An ? consists of an event, an action, and (optionally) conditions to configure a dynamic UI. | action set |
| ? are for user actions such as mouseover or click | Action sets |
| There are two types of validation rules: | validate and edit validate. |
| You use ? rules to compare a property against a condition | validate |
| You use ? rules to test for patterns. | edit validate |
| You can use ? on controls to restrict the input values to valid formats. | editable settings |
| using ? helps ensure that the items users see on the list reflects the most recent information | dynamic lists |
| Using a ? is the most common method of sourcing the data. | data page |
| There are two major steps to creating a dynamic list. What are they? | First, specify and identify the source. Then, define the properties you want to include in your list. |
| Use ? to make sure that the data conforms to the bsiness logic. | validate rules |
| A ? can ensure that users have entered the correct data or performed all the processes before the case can enters the next stage | validate rule |
| Typically, validate rules are associated with a ? or ? | flow action or a stage. |
| ? validate character patterns | Edit validate rules |
| The ? retrieves the data from a database and returns the results in a table of columns and rows. | report definition |
| You can integrate report results in two ways. What are they? | You can allow users to generate business reports for monitoring process performance. You can also integrate the results into business processes so users can generate report information that appears in their user forms. |
| A business process requirement states that users should be able to modify the shipping address at any time and not interrupt the primary case. Which of the following options is the best way to design for this requirement? | Add a local action to the case type |
| Which two statements identify why you should automate correspondence? (Choose Two) | -Automating correspondence allows for sending consistent information to users. -Automating correspondence allows you to send timely communication. |
| After the completion of a step, a case should be marked as Pending-Approval. What is the best way to do this? (Choose One) | -Update the work status for the step. |
| An application references a data element found in the Work- class. How is this rule inherited by the application? | -By applying directed inheritance. |
| ______ is a template for creating _____ at run time. | case type, case |
| You use the Clipboard tool to perform which two tasks? (Choose Two) | -Review the current values of case data. -Test case behavior by setting property values for an open case. |
| A flow action ______________________________. (Choose Two) | -Indicates a possible outcome for an assignment. -Indicate possible branches of a process |
| Which option for populating work party information allows users to optionally add a work party to a case while completing an assignment? | -The addParty flow action |
| In which situation would you most likely create a work party? | -To correspond with a customer regarding a complaint |
| You have been asked to configure a service level agreement for an assignment. Which two requirements require you to configure the service level agreement using the rule form? | -Add behavior for an assignment that is considered late. -Delay the availability of the assignment until a condition is satisfied. |
| Which variable in the assignment urgency calculation allows a user to increment the service level urgency on a case-by-case basis? | -.pyUrgencyAssignAdjust |
| In a new hire process, a hiring manager needs to be automatically notified, by email, when a job application case reaches a Collect Work Sample assignment. How would you configure this correspondence requirement? | -Add a notification to the assignment. |
| You are designing a screen to display employee information such as job title and hire date. The display needs to present the reporting hierarchy among employees as well. Which type of repeating layout is appropriate for this purpose? | -Tree Grid |
| You have been asked to add a field to a form in which users enter a Social Security number (nine digits). How would you configure the field to support this requirement? | -Use an edit validate rule that validates the Social Security pattern. |
| Which statement best describes the difference between optimizing a top-level property and an embedded property? | -A top-level property is exposed in the table that contains the BLOB. An embedded property is exposed in a different table. |
| You have a data page with customer data. The data page is configured to reload if it is older than one hour. Which of the following best describes when the data page will be reloaded? | -The data page reloads on the next access one hour after it was created. |
| You need to fetch exchange rates that are updated on a daily basis from a web service and make them available in your application using a data page. Which scope would you select for the data page? | -Node |
| A connector can be directly referenced from __________ and __________? (Choose Two) | -data pages -activities |
| If you need to access a table in an external database with advanced SQL, such as a complex join or a stored procedure, you need to use __________. | -SQL Connector |
| You have a connector that creates a new customer record in an external system. Where do you invoke the connector from? | -Activity Use an activity when writing data. |
| You have a connector that fetches a list of currency exchange rates from an external system. Where do you invoke the connector from? | -Data Page Use a connector with a data page to read data. |
| Data transforms are often used prior to and after invoking the connector. What is the purpose of the data transforms? | -Map data to the application data structure Data transforms are used to map data from the integration data format to the application data structure. |
| Select the statements that best describe the purpose of a data transform. (Choose Two) | -Use data transforms to map data from a source to a target, and perform any conversions needed to achieve the intended mapping results. -Use data transforms to set properties values on a given page, whether they are initial values or updated values. |
| Which two requirements are examples of an escalation action on a service level agreement? (Choose Two) | -An email is sent to the assignee's manager if the assignment is unresolved at the end of the Deadline interval. -A request is rejected if it has not been resolved by the end of the Deadline interval. |
| In which situation is the use of an activity necessary? | -Sending a text message when a case is resolved. |
| A step in an activity for creating correspondence calls another activity to send correspondence to all the parties listed on the pyWorkParty page. | -Specify pyWorkParty as a step page. |
| An online computer equipment vendor maintains an inventory database of more than 1000 items. While shopping, users select items from a list. How would you configure the form | -Configure an autocomplete control using a data page as the data source. |
| You are configuring a grid layout so that a row is set in focus when a user right-clicks a row, uses the up key, or uses the down key. In addition, when the user clicks a row it is shown in edit mode. | -two action sets one for click and one for key events |
| A data page has the Refresh if Older Than field set to 5 minutes. When will the data page reload? | -Depends on when it is accessed |
| When running an application, you notice that a field contains an incorrect value. Which developer tool allows you analyze rule execution in the application to determine how the incorrect value was introduced? | -Tracer tool |
| Which tool would you use to evaluate a user form and identify which properties use declarative processing to calculate the values? | -Live UI |
| In a purchase application you need to retrieve product details from the product catalog. There is a SOAP connector configured for integration with the product catalog. The connector should be invoked from a(n) __________. | Activity |