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Case Management 18%
PCSSA v8
Question | Answer |
---|---|
What is used to identify duplicate cases? | basic conditions and weighted conditions compare specific property values with cases already present in the system |
What does search duplicate cases process use to compare specific properties or values with cases already in the system? | Search duplicate cases uses weighted conditions. Each condition has a relative importance defined by a weighting value. |
What is the purpose of temporary cases? | Save storage in the Pega database |
What are the types of parallel processing configurations? | Split Join, Split For Each, Spinoff |
Split Join | call multiple independent processes that operate in parallel and then later rejoin |
Split For Each | can run one subprocess multiple times by iterating through a set of records stored in a page list or page group. While the items on the list have been processed, the main flow continues. |
Spinoff | in the Subprocess shape allows you to run the subprocess in parallel with the main flow. It’s an advanced feature in the Subprocess shape and is accessed in the flow diagram. |
Which type of Smart Shape would you use to start an interview processes based on a list of employees who must interview a job candidate? | A Split For Each allows you to iterate over a list of employees to start an interview process for each employee. |
What are the join conditions for Split For Each and Split Join shapes? | Any, All, Some |
In an equipment selection process, you want the Facilities Setup and IT Setup processes to run in parallel using a smart shape. Which smart shape would you choose? | You would choose a Split Join because it lets you call multiple subprocess that run in parallel. |
In what order are preprocessing actions invoked by the system? | first applies a data transform, next runs an activity, and finally runs an automation |
In what order are postprocessing actions invoked by the system? | first invokes an automation, next applies a data transform, and finally runs an activity |
When does Pega perform a preprocessing action? | whenever a user selects the flow action as well as each time the user is presented with the assignment |
When should a action be added to a flow action? | when the action needs to be performed every time |
If a flow action includes a pre-processing data transform or activity, when does Pega perform the action? | Pega performs the pre-processing action each time the flow action is presented to the user. |
When is a decision table a good approach? | When you use a set of properties or expressions to arrive at a decision. |
What is the main reason for using a decision table rather than a when rule for automating a decision? | You use a decision table when you need to test the values of multiple properties to make the decision. |
What is a condition in a decision table? | They specify the property or expression to make the decision |
What is an action in a decision table? | They will return the decision based on the conditions |
What are Decision Trees? | Built to handle logic that calculates a value from a set of test conditions (if then else logic) |
What is the structure of a decision tree? | Set up as Comparison, Action, Next value |
How can you unit test a decision table or decision tree? | Test for Logic , Test for conflicts , Test for completeness |
What does it mean to Test for Logic? | enter test values and run the rule to observe the results |
What does it mean to Test for conflicts? | Checks if your decision rule prevents one or more of its rows or branches from ever being used. |
What does it mean to Test for completeness? | system adds rows to indicate values that will not be evaluated |
What are the Cascading approval models? | Reporting structure and Authority matrix |
What is the Reporting structure model? | Moves up the submitter's reporting structure or a defined list |
What is the Authority matrix model? | uses a decision table determines the approvers using a list of operators stored in a Page List, and a single value property that identifies the approver |
When using a decision table with an authority matrix, what setting do you use to make sure that multiple people can approve a request? | Evaluate all rows. Otherwise, the decision table returns only one result. |
Besides a decision table what are the other rules you can use to populate a list of approvers for an authority matrix? | Data page, data transform, activity or using a process flow by selecting the Cascading Approval Smart Shape from the Smart Shapes menu in the process modeler |
What is the purpose of a cascading approval step? | A cascading approval step simplifies the configuration of a process that requires multiple approvals. You can base the cascading approval on a reporting structure or an authority matrix. |
What is the difference between the authority matrix and reporting structure cascading approval models? | The authority matrix model works best when the approval chain is directed by a set of rules to individuals both inside and outside of the organization of the submitter. The reporting structure model works best when approvals always move up a defined list. |
What is an organizational record? | a structure that is built with standard data instances |
How is the organizational structure organized? | Top: Organization, Middle: Division, Bottom: Unit |
Can a Division have more than one unit? | yes |
Can a Division have subdivisions? | no |
What does a unit contain? | operators who perform work specific to their organization |
Can a unit have child units? | yes |
True or false. The organizational structure in Pega should be the same as the organizational chart for the company. | False |
What is an organizational rule? | They refer to the work that users perform and the levels of access they have in Pega applications |
What is a work queue? | an organization rule but is not part of the organizational hierarchy. A __ belongs to a unit, a division, and an organization. |
True or False. A Work queue is the same thing as a Work Basket | True |
What is a Work group? | It identifies a cross-functional team that contains a manager, a set of operators, and a work queue |
Steps to update an organization structure | 1. Add a new unit to the hierarchy. 2. Create a new work group. 3. Create a new work queue. 4. Associate the work queue with the work group. 5. Associate the unit and work group with an operator. |
True or False. A work queue must be created before the work group. | False, a work queue or a work group must already exist before either instance can be created. |
How do you get to the organizational chart? | Dev Studio menu, select Configure > Org & Security > Organization > Organizational Chart |
A requirement states that you must add a new division to your organization. What approach allows you to see where in the organization hierarchy you are adding the division? | Select the organization in the organization chart and use the chart menu to add the division. |