Business Architect Pega (Platform Specific category)

Course 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.

  1. Business Architect Essentials Exercise Overview
    • Exercise Approach
    • Business use case: Assistance request
    • Completing the course exercises
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. Case Management: Exercise
    • Exercise: Configuring a case type
  9. 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
  10. 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
  11. 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
  12. Data Modeling: Exercise
    • Exercise: Designing a data model
  13. 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
  14. Validation: Exercise
    • Exercise: Configuring data validation
  15. Information Exchange: Using the Integration Designer
    • How to visualize data with the Integration Designer
    • Assessment: Managing data types with Integration Designer
  16. 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
  17. 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
  18. Information Exchange: Exercise
    • Exercise: Configuring reference data
  19. 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
  20. 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
  21. 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
  22. User Interface: Exercise
    • Exercise: Designing a user interface
  23. 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
  24. Case Management (Correspondence): Exercise
    • Exercise: Configuring and sending correspondence
  25. 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
  26. Reporting: Exercise
    • Exercise: Designing a business report
  27. 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
  28. Application Development: Exercise
    • Exercise: Maintaining an application
  29. Capstone: Solution Build
    • Exercise: BAE 8 Solution Build

Pega Software

Lab Assignments:  30 %

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