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192 Cards in this Set
- Front
- Back
________ are the building blocks of an application. |
Rules |
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A class is a _______ for rules. |
container |
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As you move down the class structure rules get more ______. |
specialized |
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The Application layer contains the most specialized version of a rule. |
True |
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______ inheritance allows you to utilize the objects provided by standard packaged classes. |
directed |
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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. |
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How many connectors can be used on an assignment? |
No more than 5 |
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How many shapes can be on a flow |
No more than 15 |
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What is a connector that comes out of an assignment? |
Flow Action |
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Connectors that come out of a Decision? |
Result Connector |
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Name this shape |
Start Shape |
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Which are factors in rule resolution? |
Purpose Applicability Availability Permission |
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The Application Explorer is used to navigate ______ |
Class structure |
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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 |
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Guardrail |
Best practice with 2 components: Severity + Warning Type |
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Levels of Severity are: |
-Severity -Moderate -Caution |
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The 5 Warning types of Guardrails are: |
-Data Integrity -Performance -Maintainability -Logic + Accidental -System Damage |
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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. |
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What is a case? |
A business transaction to resolve
|
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What is a process? |
A path a case may take |
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What is case management? |
A holistic view of a business transaction |
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What is process management? |
Adapting to changing business conditions |
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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 |
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Business processes define: |
The path(s) a case takes as it is completed |
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(True or False) Engaging the business and keeping them engaged throughout the build effort should be a first priority. |
True |
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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. |
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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 |
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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 |
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As a best practice, which flow shape should you use to send an email notification? |
Send email smart shape |
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(True or False): Draft mode flows will run in a production environment. |
False |
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Data that is used to make decisions in a process is known as __________. |
Flow data |
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A __________ cares about the data needed for reporting, metrics and analysis. |
Process Analyst |
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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 |
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Data entered by a user is known as ____________. |
Business Data |
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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 |
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A data model is commonly created by ________ |
Entire Organization |
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(True or False) Data classes are templates for how data should be structured. |
True |
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Which of the following are acceptable property names? |
EmailAddress Email1 Email_Address |
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Are property names case sensitive? |
Yes |
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A work class uses a ________ property to use a data class. |
Page |
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What Shape is this and what does it do: |
Assignment: Requires human judgement |
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What Shape is this and what does it do: |
Decision: Automated Decision |
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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) |
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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. |
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What Shape is this and what does it do: |
Attach content shape Attaches a file, URL, or note to a case |
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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 |
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What Shape is this and what does it do: |
Create Case Creates a top case, or one or more subcases |
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What is the Pega system of record? |
Transaction of case Some reference data |
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How are Data Tables used/made up? |
- Used to manage/store reference data - Require unique ID - Require single value properties -Store non-volatile data |
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What layers are in an application? |
A Data Layer and an Application Layer |
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(True or False) All data shares the same location as its system of record. |
False |
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Define data table columns |
Columns must be single values. One column must represent a unique identifier. |
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Data pages act as a level of abstraction from the _______. |
data layer |
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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. |
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Which of the following are valid places a data page can source data from? |
Data Table Report Definition |
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The mechanism of copying data within the case hierarchy is called and done only on instantiation of subcase |
Data propagation |
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(True or False): If a parent case is updated later, the child case will also update. |
False |
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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 |
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When are values copied from a parent case to a subcase? |
When the subcase is created |
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To use conditional logic to determine which data should be propagated you need to use a _________. |
Data transform |
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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. |
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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. |
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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. |
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Access Group to Application is what type of mapping |
One-to-One |
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An Operator ID record stores information about the __________ |
Security settings controlling how users access the system |
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An Access group does not store information about _____________ |
How the users are authenticated. |
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Using the Create menu we can create _____________. |
Cases that belong to the current application in which the user is logged into. |
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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 |
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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 |
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Which explorer is useful in opening a record that is shipped as part of the product? |
Records Explorer |
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Switching to a different operator requires a user to do what? |
Log out |
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What types of information is provided in the New Application Wizard |
Case Name Application Name Business Objective |
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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. |
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Who is typically responsible for using the New Application Wizard? |
Lead System Architect |
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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. |
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What are the types of Stages? |
Primary, Resolution, Alternate |
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What feature of the Stage Designer allows us to change the name of a stage? |
The Stage Configuration dialog |
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Describe usage of a case |
Identify milestones in case processing. |
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What are the valid step types? |
Single-Step Case Multi-Step Approval Attachment |
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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 |
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(True or False) A Multi Step Process step can be reconfigured as a Single Step Assignment in the Configure Step dialog. |
False |
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The default order for steps within a stage is _________________. |
Sequential – each step is presented in order. |
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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. |
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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. |
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The purpose of a decision shape is to __________________________. |
Automatically determine the path of the case by evaluating conditions defined in a decision rule. |
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A Smart Shape ___________________________, unlike a basic flow shape. |
Is configured to perform a specific task, such as sending email or creating a PDF. |
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What are standard work statuses? |
New Open Resolved |
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A connector represents: |
The result of a decision rule A Condition to evaluate A flow action |
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Specifications should always be associated with ______________ |
business objectives, requirements, and actors |
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The specification type tells us what |
kind of behavior it describes, such as a decision, correspondence, user action, or integration |
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In specifications, most types correspond with __________ |
to specific flow shapes, such as assignments, sub processes, and utilities. |
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The Complexity of a specification is used by business architects and project managers to |
estimate the time and effort needed to implement the specification |
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Specification's Trigger describes _________ |
how the resulting feature is accessed once our solution is in use |
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The Specification's Format drop-down allows us to ____ |
switch between a traditional use case and a user story. |
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Screen flows are associated with _______ |
an assignment, rather than a connector |
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The act of creating a flow diagram without creating the decisions and user interfaces it references is called _____________________________ |
Process Modeling |
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What should be included in a specification? |
Description Subject Matter Expert Status of the specification Pre-conditions and Post-conditions |
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(True or False) A specification can be linked to its implementation(s), but not its requirement(s). |
False |
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(True or False) A specification can include an illustration as an example of the implementation |
True |
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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 |
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What are the 3 Value Modes? |
Single-Value Value List Value Group |
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What is Single Value Mode |
A Single piece of information (example: Name) |
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What is a Value List |
Ordered grouping of related information (example: Employment history) |
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What is a Value Group |
Unordered group of information (example: Phone number or email address, prompting you to think "which one?") |
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How many types can you assign to a property? |
10 |
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What are the text types for a property? |
Identifier Password Encrypted Text |
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What are the time-keeping types of a property? |
Date TimeofDay DateTime Date and Time of Day |
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What are the number types of a property? |
Integer Decimal |
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What is the Boolean type of a property? |
TrueFalse |
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(True or False) A property can be restricted to a set of allowable values. |
True |
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The property “PolicyNumber (Auto)” is an example of which property mode? |
Value Group |
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Types of Property Modes |
Value Modes Page Modes Java Objects Java Properties |
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What is a Page? |
A Page is a single entity, such as an open position, or an item for sale |
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What is a Page List? |
A numerically ordered list, such as the specific items that make up a purchase request. |
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What is a Page Group? |
a semantically ordered list, such as a set of addresses – home and work. |
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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 |
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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 |
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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 |
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(True or False) A page-mode property can contain other page-mode properties. |
True |
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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. |
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When we create a case, we store all of its data on this special page? |
pyWorkPage |
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By default, case data is written to which page? |
pyWorkPage |
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The “context” of a property can be described as the _______________________. |
Page that contains the property and its value |
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A property named “.foo” can only exist once within each ________________. |
Page in memory |
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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 |
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What are the 4 categories of the thread within the Clipboard? |
User Pages Data Pages Linked Property Pages System Pages |
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pyWorkPage can be found under which category in the Clipboard tool? |
User Pages |
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In the Candidate application, the Candidate page is an example of __________________. |
An embedded page |
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What can be done within the Clipboard tool? |
Write property values Read property values Switch between active threads in memory Delete properties Edit properties |
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Next slide |
Review of Defining the Data Elements |
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What is the output of the Database Table Class Mapping tool? |
Database table instance Data Class |
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If we need to access a table with more advanced SQL such as a complex join we need to use _____________ |
a Connector |
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A _____________ is responsible for mapping properties to columns when a request is made. |
data class |
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(True or False) Database Table Class Mapping should be used as a Best Practice? |
True |
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Connectors |
An arrow between two shapes in a flow diagram, used to denote a path of progress within a process. |
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Perform Harness |
A standard Pega user interface rule used to display an assignment for processing by an end user. |
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Types of Harnesses |
Perform Review Confirm New |
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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. |
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(True or False) Property names created from the Database Table Class Mapping tool do not need to conform to property naming best practices. |
False |
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When accessing an external database the best practice is to use a _______. |
Database Table Class Mapping Tool |
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Creating reusable UI sections allow you to ______________. |
Build applications that are scalable and extensible Share a common set of data elements across multiple screens |
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What are important factors when designing for reusability? |
The “Applies To” class Naming conventions Documentation |
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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 |
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Flow Actions should be applied to ______________. |
ORG-Application-Work- ORG-Application-Work |
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Use dropdown if list contains |
Greater than 10 items |
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Avoid dropdowns if list contains |
Less than 6 items |
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The most appropriate rule for recording simple yes/no business policies is a ______. |
When condition rule |
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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 |
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Automating policy-based decisions allows ________________. |
Business users to focus on more nuanced decisions that require business expertise |
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Which decision rule is most appropriate when the value of one property determines what other properties must be evaluated? |
Decision Tree |
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connector (rule) |
A type of integration rule that allows an application, acting as a client, to interact with an external system or database. |
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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. |
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"Collect employee information" and "Hiring manager can assign assets to an employee" are examples of what? |
Specification |
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"System needs to have 2-3 seconds between screens" and "System shall support two-digit version numbers" are examples of what? |
Requirement |
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A system architect interacts with specifications by doing what? |
Implementing them
Updating them |
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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 |
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When developing an application you should only go to the Guardrails Landing page at the end of a project? (True or False) |
False |
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Some examples of application development best practice are: |
Don't duplicate logic Use inheritance Don't reinvent the wheel |
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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 |
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(True or False) You cannot create a report using a non-optimized property? |
False |
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What phase of creating a report would you determine who is going to use the report? |
Think
|
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What part of the phase of creating a report would you have end-users look at the report you have created? |
Iterate |
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What part of the phase would you determine the type of chart to use? |
Plan |
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What are the 2 types of reports? |
List Summary |
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(True or False) The Pega standard reports require no additional configuration before using them? |
True |
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The Reports Browser allows you to: |
Run Create Browse Search Organize Shared with others |
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What represent the data that is defined when the properties are created in the data model? |
Business metrics |
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What are the statistics automatically tracked by Pega? |
Process metrics |
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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 |
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When creating correspondence work, what is most likely the issue caused by using inline styles or scripts? |
Maintenance and update difficulties |
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Why should you never justify a logic conflict in a decision table or a decision tree? |
The returned result may be inconsistent or unexpected |
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(True or False) The value in the short description field should only be meaningful to the developer. |
False |
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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. |
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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 |
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What are the 6 types of declarative rules? |
Constraints Declare Expressions Declare OnChange Declare Trigger Declare Index Data Pages |
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(True or False) In general no other rules explicitly reference declarative rules? |
True |
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Which of the declarative rules do not establish a tendency on specific properties? |
Declare Trigger
Data Page |
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(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 |
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Define Declare Index |
Index properties on pages to improve performance |
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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 |
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(True or False) Decision rules are evaluated by end users when processing a case |
False |
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Data tables are used for |
Strong statistic list that issues by application |
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By default what page does PRPC write case data to? |
pyWorkPage |
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The "context" of a page property can be described as: |
the page that contains the property and its value |
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A property named ".foo" can only exist once within each _______ |
Page in memory |
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What is Pattern Inheritance? |
Parses class names to determine related classes
Shares objects in our application hierarchy |
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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 |
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A ____ can be used to limit the length of submitted data? |
property rule Form Control |
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What are the 2 items used for client-side validation? |
Form Controls Property Data types |
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What are the 2 types of validation? |
Server-side Client-side |