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BA Certification Exam Notes
The Role of a Pega Business Architect As a Pega Business Architect (BA), with which three stakeholders from the project team do you collaborate to manage the scope, timeline, and budget for a project? (Choose Three) System Architect Business Analyst Product Owner Project Delivery Lead Scrum Master Product Owner Project Delivery Lead Scrum Master The Role of a Pega Business Architect Anna is a Pega Business Architect (BA). The project that Anna is currently working on uses the Agile delivery approach. Which of the project stakeholders does Anna coordinate with to ensure that a software bug discovered by the project's Quality Analyst does not negatively affect the project's scope? Subject Matter Expert (SME) Product Owner Business Analyst System Architect (SA) Product Owner The Role of a Pega Business Architect Javi is a Pega Business Architect (BA) working on a project redesigning a fraud resolution process. Stakeholders from the Business team want the Manager of the Fraud department to continue manually distributing tasks to the CSRs. But both Javi and the IT team, understanding the Workflow Automation capabilities of Pega Platform™, know that the task routing can be automated using business logic. What skill must Javi use to get the Business team to incorporate IT's proposed solution into the business process? Communication and facilitation Process Design Change management Analytical Communication and facilitation Pega positioning for Business Architects
Pega Cloud® Services is Pega's fully managed solution for deploying Pega Platform™ applications in the cloud. True or False? True Pega positioning for Business Architects Identify three principals of Pega's Center-out™ business architecture. (Choose Three) Focus on outcomes, align your process. Manage variations to be scale-ready. Drive business logic with Channels. Manage intelligence centrally Complicate data access, keep logic complex. Focus on outcomes, align your process. Manage variations to be scale-ready. Manage intelligence centrally Pega positioning for Business Architects Which two statements about Rules are correct? (Choose Two) When you create a Rule in App Studio, you have to create the same Rule in Dev Studio. The system automatically updates Rules when you make a change in App Studio. It is best to create all your Rules in Dev Studio manually. You can make Rules that you create in Dev Studio available to users in App Studio. The system automatically updates Rules when you make a change in App Studio. You can make Rules that you create in Dev Studio available to users in App Studio. Pega positioning for Business Architects Identify three ways AI enables Pega Platform™ applications to achieve better outcomes. (Choose Three) Predictive and adaptive analytics increase operational effectiveness by anticipating missed deadlines. Process and Task mining increases operational inefficiencies throughout the business process. AI-generated imagery entertains customers as they await Case resolution. Natural language processing (NLP) takes unstructured text and converts it into actionable data. Customer interactions are personalized by using AI-generated next best actions. Predictive and adaptive analytics increase operational effectiveness by anticipating missed deadlines. Natural language processing (NLP) takes unstructured text and converts it into actionable data. Customer interactions are personalized by using AI-generated next best actions. Pega positioning for Business Architects
Pega Express overview for Business Architects Which one of the following options includes the three pillars of a Pega Platform™ application? Cases, Channels, and Data Integrations Microjourneys®, Personas and Channels, Data and Interfaces Journeys, Personas and Channels, Data and Interfaces Microjourney, Stages and Steps, Data and Interfaces Microjourneys®, Personas and Channels, Data and Interfaces Pega Express overview for Business Architects As a Pega Business Architect, you are encouraging project stakeholders to use Pega Platform's out-of-the-box features, such as App Studio, Deployment Manager, and Predictive Diagnostic Cloud (PDC), to facilitate application development. Which of the Pega Express™ values are you applying to your project as a result? Design for great experiences. Accelerate time to value. Solve the business problem. Leverage the power of Pega. Leverage the power of Pega. Pega Express overview for Business Architects Identify each of the choices as a value or best practice of Pega Express™ Design Thinking Reuse strategy Design for great experiences Agility and scale Co-ProductionGovernance Collaborate effectively Center of Excellence Solve the business problem Best Practice - Design Thinking Best Practice - Reuse strategy Best Practice - Co-Production Best Practice - Governance Best Practice - Center of Excellence Value - Design for great experiences Value - Agility and scale Value - Collaborate effectively Value - Solve the business problem Pega Express overview for Business Architects Select three benefits that Pega Express™ brings to the implementation of a Pega Platform™ application. (Choose Three) Pega Express unlocks the power of Pega. Pega Express is client-focused and outcome-driven. Pega Express works only with a phased approach.
Pega Express is a new, cutting-edge delivery approach. Pega Express manages risk and delivers with consistency. Pega Express unlocks the power of Pega. Pega Express is client-focused and outcome-driven. Pega Express manages risk and delivers with consistency. Pega Express overview for Business Architects You can apply Pega Express™ values and best practices to Pega projects by using either Pega Express phases or an alternate delivery approach. True 2 multiple choice options Case Life Cycle design for Business Architects What type of Step typically requires contextual instructions? Change Stage Collect Information Create Case Send email Collect Information Case Life Cycle design for Business Architects Identify the use case that requires creating a new Persona. An additional user needs to interact with an application. A new Case Type is created in an application. An additional combination of Channel interface, work routing, and permissions is necessary. The existing Channel interfaces are too limited for the completion of work to occur. An additional combination of Channel interface, work routing, and permissions is necessary. Case Life Cycle design for Business Architects You configure a Case to automatically send an email to loan applicants, informing them that their loan has been approved. The requirement states that the email must include values for the applicant's name, the loan office, and the loan amount. How do you configure your email? Copy values into the email for the applicant name, loan office, and loan amount. Add the applicant's name, loan office, and loan amount properties. Add placeholder text for the applicant's name, loan office, and amount. Include a link to the organization's website page so the user can log in and view their loan information. Add the applicant's name, loan office, and loan amount properties. Case Life Cycle design for Business Architects Which of the following scenarios applies to Case Life Cycle design? A farm creates a Pega Platform™ application to handle purchase requests. The first step is to get an accurate list of seed suppliers.
Add a Change Stage Step. Configure automatic Stage transitioning in the Stage contextual property pane. Case Life Cycle design for Business Architects Match the phrase from below that best completes the sentence: Adding instructions to a Step ___________________________________
... Instructs an application developer how to build the step. .. .describes the business value of the step. .. .describes the step. .. .describes to users the action to take in a step. .. .describes to users the action to take in a step. Building a Data Model for Business Architects You want users to choose their delivery preferences. The options are Standard, Premium, and Next Day. You use the Data Model tab to create the field. Which Field Type do you use to define the delivery options list? Picklist User reference Boolean Text (paragraph) Picklist Building a Data Model for Business Architects In a Pet Registration Case Type, users must enter the name of the pet in a data object. What Field Type do you configure to reference this information? Embedded Data Data reference Query User reference Data reference Building a Data Model for Business Architects Match the terms into the right places to best complete the sentence. The _________________________________ Field Type defines a field to access data stored in a Data Page. The ___________________________ Field Type defines a field to access data users supply in the Case. Embedded data Data Reference Data Reference Embedded data Building a Data Model for Business Architects Match the Case Type or data object name from the bottom to the appropriate location in the data hierarchy. You are designing a customer support request Case Type.
The Case Type must support customers with multiple addresses and multiple credit cards. What is the appropriate way to set up the data structure? Case Type: Data Object: Data Objects: Address Support Request Credit Card Customer Case Type: Support Request Data Object: Customer Data Objects: Address, Credit Card Building a Data Model for Business Architects Match the words below into the correct spaces. You can view and modify the Data Model from the _______________________. The _________________ is a visualization tool that shows the relationships between data objects, Data Pages, and systems of record. Integration Map Visual Data Model You can view and modify the Data Model from the Visual Data Model. The Integration Map is a visualization tool that shows the relationships between data objects, Data Pages, and systems of record. Building a Data Model for Business Architects Match the words from the bottom to best complete the sentences. _______________________________provides a data virtualization layer, separating the business logic from the interface configurations. Developers from your IT team use ___________________________to declare how data is mapped from external sources into your application's _____________________________and properties. Developers use _______________________________to ensure that Case data remains synchronized with an organization's systems of record. Savable data pages Data pages Live data Data objects Live data provides a data virtualization layer, separating the business logic from the interface configurations. Developers from your IT team use Data pages to declare how data is mapped from external sources into your application's data objects and properties. Developers use Savable Data Page s to ensure that Case data remains synchronized with an organization's systems of record. Displaying data with Constellation for Business Architects
List View Followers Displaying data with Constellation for Business Architects Which is a benefit of using Multi-step Forms? Multi-step Forms help you organize separate Tasks into Steps, so you can control how, when, and by whom work is performed for each Step. Multi-step Forms provide an easy way to add a Step that is preconfigured with functionality to a Process, such as sending an email. Multi-step Forms help a single user complete complex tasks by presenting multiple screens in a logical sequence. Multi-step Forms provide a way to add an Assignment that is preconfigured with one or more actions that users can take to a Process. Multi-step Forms help a single user complete complex tasks by presenting multiple screens in a logical sequence. In which situation is it appropriate to use a Multi-step Form? An onboarding Case requires an IT member to set up the hardware for a new hire and a facilities member to set up the desk of the new hire. A job application Case requires the applicant to fill out personal information, enter job history, and provide a cover letter. An employee’s manager, senior manager, and director must review an expense report. A course selection Case requires university students to choose courses they are interested in taking. Their academic advisor must approve their proposed schedule. A job application Case requires the applicant to fill out personal information, enter job history, and provide a cover letter. Assigning and completing work for Business Architects A home loan company has home appraisal offices in various regions. Each office has a Work Queue. The company requires you to assign appraisals to offices based on the home location. For example, home appraisals for Boston are assigned to the New England office Work Queue. Which routing approach supports this requirement? Route the Assignment based on appraiser skills. Route the Assignment based on an appraiser role. It is not possible to support this requirement. The router must define a specific Work Queue. Route the Assignment to the correct Work Queue based on business logic. Route the Assignment to the correct Work Queue based on business logic. Assigning and completing work for Business Architects An Assignment uses the Service-Level Agreement described in the following list. Passed Deadline intervals can repeat.
- Initial Urgency : 5
- Goal : 12 hours and increase Urgency by 10
- Deadline : 24 hours and increase Urgency by 15
- Passed Deadline : 4 hours, increase Urgency by 20, and limit events to 5 What is the Assignment Urgency 36 hours after the Case reaches the Assignment?
Assigning and completing work for Business Architects How does the Passed Deadline interval differ from the Goal and Deadline intervals? Passed Deadline intervals do not have escalation actions. Passed Deadline intervals do not have Urgency values. Goal and Deadline intervals do not repeat. You configure the Goal, Deadline, and Passed Deadline intervals in Dev Studio only. Goal and Deadline intervals do not repeat. Assigning and completing work for Business Architects Match the term from below to best complete the scenario. A senior engineer approves application updates that are specific to mobile deployments. Anyone on the engineering team can approve other application updates. Approval Assignments for the senior engineer are routed to the user's _________________________and other approval Assignments route to the team's _________________________. Worklist Work Queue Approval Assignments for the senior engineer are routed to the user's Worklist and other approval Assignments route to the team's Work Queue. Assigning and completing work for Business Architects Select the correct term from the available choices: Work Group Work Queue Worklist, A_________________________also known as a team, shares resources and work across different business units, divisions, or across the entire organization without affecting organizational hierarchy. Each operator who is a member of the team receives Assignments from the____________________________ to their individual _________________________to support the new cross-functional workflow. A Work Group also known as a team, shares resources and work across different business units, divisions, or across the entire organization without affecting organizational hierarchy. Each operator who is a member of the team receives Assignments from the Work Queue to their individual Worklist to support the new cross-functional workflow. Assigning and completing work for Business Architects When applicants apply for a job, their application is reviewed by an HR member who determines whether the applicant’s qualifications are appropriate for the job.
To determine how to process a loan application, you configure an application to evaluate an applicant's credit score for a mortgage loan Case. If the credit score of the applicant is >700, the Case goes immediately to underwriting. If the credit score of the applicant is <500, the applicant is sent an email denying the loan application. Otherwise, the Case requires a follow-up review by a loan officer. Which flow correctly captures the business decisions described? (memorize what this looks like) Martial arts studio uses a (^) Class Registration Case Type that manages student registration for four optional classes throughout the week. Students should be able to change their class registration during the (^) Register class and^ Confirm registration Stages but not on the^ Send class details Case Resolution Stage. Which configuration supports this? Create a Case-wide optional action :to change the class registration if an operator assigned the Student role is at the (^) Register class Stage. :to change the class registration with a When Condition Rule if the Stage is equal to the (^) Register class or (^) Confirm registration. Create a Stage-only optional action :to change the class registration on the (^) Confirm registration S tage. Because this Stage occurs after the^ Register class Stage, the (^) Register class Stage inherits the Action. :to change the class registration on the (^) Register class and (^) Confirm registration S tages. Create Stage-only optional actions to change the class registration on the (^) Register class and^ Confirm registration S tages. Controlling Case workflow for Business Architects Match the term from the bottom to the appropriate business Case. A medical insurance claims Case for a flu shot or annual exam is automatically approved. All other medical claims, such as visits to a specialist or alternative practitioners, require additional review by a claims agent. A home appraisal Case requires a house older than 40 years to be tested for asbestos. If the home is 40 years old or greater, additional information is required.... An onboarding Case requires that new employees receive an assigned seating location. If an employee is remote, it is unnecessary to assign a seating location or office equipment.... A car insurance claims Case always requires a claims agent to assess the claims report. If the claim includes images of the vehicle damage, the claim report must also include them. Decision shape No Decision shape A medical insurance claims Case - Decision shape A home appraisal Case - Decision shape An onboarding Case - No Decision shape A car insurance claims Case - No Decision shape
Controlling Case workflow for Business Architects UPlus Bank offers new mortgage loans to eligible customers. The bank creates a loan request form to collect the loan requests and decides not to consider the loan request if a customer already applied for a loan. To achieve the business use case, which of the following Automation shapes is best suitable? Persist Case Send email Search duplicate Cases Create Case Search duplicate Cases Controlling Case workflow for Business Architects In a Customer Service Case Type, customers can indicate that they are interested in filling out a survey about their customer service experience. If the customer agrees to complete the survey, they proceed to the Customer Survey Stage. Otherwise, the Case resolves automatically. How do you configure this behavior? Configure the Processes in the Customer Survey Stage to start if the customer indicates interest in filling out a survey. Configure the Customer Survey Stage never to skip. Configure the Customer Survey Stage with a custom condition to start when the customer indicates interest in filling out a survey. Configure the Customer Survey Stage with a custom Condition to skip when the customer does not indicate interest in filling out a survey. Configure the Customer Survey Stage with a custom Condition to skip when the customer does not indicate interest in filling out a survey. Controlling Case workflow for Business Architects UCom wants its shopping website to share an update about order acceptance and the expected delivery time of the product. Which Automation Step is most suitable to achieve this objective? Post to Pulse Push Notification Send Notification Update Case Send Notification Controlling Case workflow for Business Architects A business process requirement states that users can modify the shipping address at any time without interrupting the primary path of the Case. Which of the following options is the best way to design for this requirement? Add a Process to an Alternate Stage. Add a Process in a Stage. Add an Optional action to the Case Type. Add a Step in a Process. Add an Optional action to the Case Type. Controlling Case workflow for Business Architects
Make both (^) Loan Request and (^) Appraisa l parent Case Types. Make (^) Appraisal a parent Case Type and (^) Loan Request a child Case Type. Make (^) Loan Request a parent Case Type and (^) Appraisal a child Case Type. Managing Case relationships for the Business Architect You want to evaluate Cases as potential duplicates when the existing Cases and the current Case have the same create operator. How can you ensure that the system evaluates only Cases with the same create operator? Add a weighted Condition that uses the create operator value, an equals operator, and a weight of 100. Add a basic Condition where the create operator in an existing Case is the same as in the current Case. Add a basic Condition that uses the create operator value and apply a weight of 100. Add a weighted Condition that uses the create operator value in both condition fields, an equals operation, and a weight of 0. Add a basic Condition where the create operator in an existing Case is the same as in the current Case. Managing Case relationships for the Business Architect In an online banking application, a (^) Transaction inquiry Case is created when a suspicious transaction is detected. If the customer verifies that the transaction was unauthorized, Pega Platform creates a (^) Fraud investigation Case, which can be spun off into investigations as appropriate. Details about the transaction are collected in the (^) Transaction inquiry Case. Those details are populated in the (^) Fraud investigation Case. What two actions do you perform to achieve this configuration in App Studio? (Choose Two) Configure (^) Transaction inquiry as a parent Case and (^) Fraud investigation as a child Case. Propagate the transaction data from the parent Case to the child Case. Reference the transaction data from the parent Case in the child Case. Configure (^) Fraud investigation as a parent Case and (^) Transaction inquiry as a child Case. Configure (^) Transaction inquiry as a parent Case and (^) Fraud investigation as a child Case. Propagate the transaction data from the parent Case to the child Case. Managing data values for Business Architects Which scenario requires you to set default property values? An Assignment is automatically assigned to the default Work Queue for the consulting team. A manager approves or refuses hardware purchases within a week of the purchase request submission date. The arrival day and departure day for a hotel reservation is equal to today and tomorrow, respectively.
A customer receives a suggested product based on recent product search history. The arrival day and departure day for a hotel reservation is equal to today and tomorrow, respectively. Managing data values for Business Architects In a (^) Mortgage Loan Case Type, applicants enter data in the Credit score, Income, Assets, Liabilities, and Loan amount fields. The data is submitted on different processes in the Case Type. The system informs applicants that, based on the data they provided in the (^) Financial information Stage, there are no loans available, and the Case does not enter the (^) Loan Stage. How would you configure the Case Type to perform the data validation described in this scenario? Configure business logic validation on each form. Configure business logic validation on the (^) Financial information Stage. Set each field to the appropriate Field Type to test for valid data. Configure business logic validation on the (^) Loan Stage. Set the control for each field to allow only valid data. Configure business logic validation on the (^) Loan Stage. Managing data values for Business Architects In which two situations do you use a Data Transform? (Choose Two) Copy data from one page to another. Create properties after creating a Case. Create a Data Record. Reuse a property value in a different form. Copy data from one page to another. Reuse a property value in a different form. Managing data values for Business Architects Match the words into the correct boxes to complete the statement. To reference a Data Transform in App Studio, add a ____________________________to the Case Life Cycle, add a ___________________________on a Step, or use the ______________________ on the Settings tab of the Case Type. Pre/Post Processing Action Run Data Transform Automation Data initialization Page To reference a Data Transform in App Studio, add a Run Data Transform Automation to the Case Life Cycle, add a Pre/Post Processing Action on a Step, or use the Data initialization Page on the Settings tab of the Case Type. Managing data values for Business Architects The following validation criteria triggers an error message: Update Operator is equal to "[email protected]" and Case Status is not equal to "Open" Given the validation criteria, which data set triggers the error message? Update Operator = "[email protected]"
Unrestricted application access. Association with a Persona. Defined skill set. Access to a shared Work Queue. Unique password. Managing application access for Business Architects Select the correct term to complete the following statement. Authentication Authorization Before users can access an application, the system requires ________________________________ of user credentials. Generally, these credentials consist of the Operator ID of the user, which is normally an email address, and a unique password. ___________________________________models define the access that users have to specific features of a Pega Platform™ application. For example, you can restrict the ability of users to view, update, or delete data or perform certain actions at runtime. Before users can access an application, the system requires Authentication of user credentials. Generally, these credentials consist of the Operator ID of the user, which is normally an email address, and a unique password. Authorization models define the access that users have to specific features of a Pega Platform™ application. For example, you can restrict the ability of users to view, update, or delete data or perform certain actions at runtime. Customizing the user interface for Business Architects Customizing the user interface for Business Architects In which scenario is it appropriate to remove a landing page from an application? You are developing a landing page that replaces an existing landing page, which is being deprecated and should not be used by any users. You are developing a landing page that is only relevant for people managers and is not available for individual contributors. You are developing a landing page that is not available from the main menu by default, but that users can add to the main menu if appropriate. You are developing a new landing page that is available for all users. You are developing a landing page that replaces an existing landing page, which is being deprecated and should not be used by any users. Customizing the user interface for Business Architects Match the terms from the bottom into the correct boxes Web Portal Custom page Landing page A user wants to see the number of service requests that team members perform at different times of a day.
A developer adds the Reports ____________________________ to the main menu of the ______________________, a default Portal. Explore data is an out-of-the-box ______________________. A user wants to see the number of service requests that team members perform at different times of a day. A developer adds the Reports custom page to the main menu of the Web portal , a default Portal. Explore data is an out-of-the-box landing page. Customizing the user interface for Business Architects Match the appropriate attribute to the use case scenario. Visible Disabled Required A customer must fill out their address in order to proceed to the next page. When a user selects Mobile as their preferred communication method, a Mobile Phone Number field is displayed. A promotion is available when a shopper has spent USD100. The Apply Promotion button is grayed out until there is USD100 in merchandise in the cart. Required - A customer must fill out their address in order to proceed to the next page. Visible - When a user selects Mobile as their preferred communication method, a Mobile Phone Number field is displayed. Disabled - A promotion is available when a shopper has spent USD100. The Apply Promotion button is grayed out until there is USD100 in merchandise in the cart. Evaluating application data with Insights for Business Architects What are two benefits of using Insights? (Choose Two) Insights allow you to create new application data to improve your business outcomes. Insights allow you to transform data queries into tables or visualizations to make data analysis easier Insights allow you to modify application data to fit your business requirements Insights allow you to share data queries between users to support collaboration Insights allow you to transform data queries into tables or visualizations to make data analysis easier Insights allow you to share data queries between users to support collaboration Evaluating application data with Insights for Business Architects Which two actions can you perform from the Explore Data landing page? (Choose Two) Create a pie chart for customer satisfaction data. Edit medical facility data for a health insurance application. Create a new Sales data field to reference an Insight Rule. Filter, sort, or group data for product inventory. Create a pie chart for customer satisfaction data. Filter, sort, or group data for product inventory. Evaluating application data with Insights for Business Architects Match the words from the bottom into the correct boxes.
