Pega CSA 7.4 Quiz Questions

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An application lets customers book airline reservations online. What would you expect to be defined as the case type in the application? 1) A reservation 2) An airline ticket 3) A confirmation email 4) A reviewed reservation

1

An expense report process requires the assignment for travel expenses to be routed to a specific auditor. The auditor is also a member of an auditing work group. How would you route the assignment so that the user receives it? 1) To the user 2) To the user's work queue 3) To the user's manager 4) To the user's work group

1

The primary purpose of a service level is to __________. 1) help ensure timely completion of assignments 2) assign cases to the appropriate case worker 3) track assignment status over time 4) generate service level reports

1

Use __________ to conditionalize the logic to determine which data should be propagated. 1) a data transform 2) a decision tree 3) a data page 4) the property mapper

1

When unit testing a rule, you can identify a data transform to use during the test. What does the data transform do? 1) Provides initial values for properties used in rule evaluation. 2) Records the result of the unit test. 3) Copies test results to the clipboard. 4) Identifies an automated test result to compare rule execution against.

1

Which best describes the benefit of unit testing rules? 1) Unit testing identifies configuration issues that can propagate to other rules with potentially serious consequences. 2) Unit testing identifies configuration issues that may impact application performance on a production system. 3) Unit testing validates information that must be provided before the rule can be saved. 4) Unit testing validates a rule configuration to ensure that any dependent rules are available to the application.

1

You are configuring a standard email to automatically be sent 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. The email must also include boilerplate content stating the loan's terms and conditions, which is regularly updated. This content is in a paragraph rule shared by other standard emails throughout the organization. How would you configure your email? 1) Insert applicant's name, loan office, and loan amount properties. Also, insert the paragraph rule. 2) Insert the applicant name and loan office properties. Include a correspondence fragment that contains a link to the organization's website page that contains loans and conditions. 3) Add placeholder text for the applicant's name, loan office, and amount. Also, insert the paragraph rule. 4) Insert applicant's name, loan office, and loan amount properties. Also, copy and paste the paragraph content into your email.

1

You have a requirement to add a bank checking account number field to a view. Routing numbers must contain nine digits. How would you configure the field to support this requirement? 1) Use an edit validate rule that validates the routing number pattern. 2) In an edit validate rule, configure a function to test for a routing number pattern. 3) Use a decimal property type and make the field required. 4) Set the minimum and maximum values to 9 in a text field.

1

You have a requirement to add to a view a check box that indicates the user qualifies for an auto insurance discount. In order to qualify, two conditions must be met. First, the user must be older than 25. Second, the user cannot have received a traffic violation in the past three years. Unless both conditions are met and the user selects the check box, the form displays an error when the user submits the form. Which one of the following approaches would you use to support this requirement? 1) Use a single validate rule to verify both of these conditions. 2) Use two validate rules, one for each condition. 3) Associate an edit validate rule with the flow action that references the form. 4) Use an edit validate rule that validates both conditions.

1

You have configured a data page to look up customer data in a database table. The data source changes to a REST web service. Which of the following best describes the actions you should take to make sure your application uses the right data source? 1) Update the data page to change the data source information. 2) Update your application to remove any reference to the data page. 3) Configure a new data page for the new data source, then update your application to use the new data page. 4) Wait until the data page reloads on the next access one hour after it was created.

1

You want to capture the delivery method for a purchase request. The options are: Standard, premium, or next-day. You use the Data Model tab to create the property. How would you define the list with the options? 1) Picklist 2) Radio button 3) Text (paragraph) 4) Field group (list)

1

Which two are benefits of following Pega guardrails. (Choose Two) 1) Guardrails help developers build applications that are easier to maintain and have fewer defects. 2) Guardrails help developers to track compliance with Pega best practices. 3) Guardrails help managers create schedules for efficiently allocating developer resources. 4) Guardrails help project managers ensure that applications are completed on time.

1,2

Which two use cases are a good use of reference data? (Choose Two) 1) To access an external database 2) To provide a limited set of input values for a field 3) To add case data 4) To add a new employee

1,2

In a purchase order application, you have been asked to add an order total field that is used on multiple forms in the application. You want to make sure that whenever the input values change, the order total will change in all the forms. Which two of the following reasons would you choose to use a declare expression rather than a data transform for calculating the value? (Choose Two) 1) When updating a property that is calculated, you do not need to identify every calculation that updates any of the source values and manually re-calculate them. 2) A declare expression updates the total value on all the forms when any form containing the field is submitted. 3) The system monitors input properties and determines when to update the target property value. 4) A declare expression calculates a specific value that is used on multiple forms.

1,3

In which two of the following situations would you use a data transform? (Choose Two) 1) Set default values when creating a case 2) Create properties after the case has been created 3) Copy data from one page to another 4) Execute a flow action

1,3

The case type hierarchy in your insurance application consists of three case types: Claim (top level), Personal Injury (subcase type of Claim), and Emergency Care (subcase type of Personal Injury). In the Claim case type, a data transform sets the claim date and work urgency. To reduce maintenance, you do not want to set in each subcase the properties that were already set in the parent data transforms. However, you want to set work urgency to different values in each subcase type. What two configuration steps would you take to meet this requirement? (Choose Two) 1) Select the Call superclass data transform option in the Claims data transform and clear the option in the Personal Injury and Emergency Care data transforms. 2) Select the Call superclass data transform option in each of the subcase type data transforms. 3) In each subcase type data transform, set the work urgency to the required value. 4) In the Claims data transform, for each subcase type, configure an Update Page action and set the work urgency value.

1,3

Which of the following sets represent action sets (event > action) in Pega Platform? (Choose Two) 1) Tab key > Add new work 2) Run data transform > Enter 3) Double-click > Scan barcode/QR code 4) Open mobile app > Focus

1,3

Which two statements identify why you should automate correspondence? (Choose Two) 1) Automating correspondence allows you to send timely communication. 2) Automating correspondence keeps all interested parties informed of the current status of a case. 3) Automating correspondence allows for sending consistent information to users. 4) Automating correspondence allows you to advance a case.

1,3

You are adding a field to your case type in which users must enter the day, month, and year they were hired before the user can submit the user form. The field type must enforce a date format. What two validation approaches would you use to meet the validation requirements? (Choose Two) 1) Use the required option 2) Add the word "Required" to the field label 3) Define the field type as a date 4) Define the field type as an integer 5) Use the read-only option

1,3

You use the Clipboard tool to perform which two tasks? (Choose Two) 1) Test case behavior by setting property values for an open case. 2) Test a rule to determine whether the rule executes correctly. 3) Review the current values of case data. 4) Test whether a declarative expression properly calculates a target value.

1,3

Select the three true statements about the use of a BLOB field. (Choose Three) 1) A BLOB provides flexibility by avoiding the need for schema changes when the data model changes. 2) Case data can only be stored in a BLOB. 3) A BLOB allows an application to read or write an entire case in one database transaction. 4) A BLOB can store an object of any size. 5) A BLOB automatically exposes properties for reporting.

1,3,4

When modeling the life cycle of a case, stages typically represent a _______________ or a ________________. (Choose Two) 1) significant change in the status of a case 2) subset of data used to resolve the case 3) single actor performing a single action 4) transfer of authority

1,4

You have created a test case for a decision table and verified the results. A few weeks later, another developer runs the test case again and the test fails. Changes to which two of the following configurations could have caused this result? (Choose Two) 1) The input property values used in the decision table 2) The page containing the decision table input properties 3) The user performing the unit test 4) The return values used in the decision table

1,4

What three questions should you ask when creating a correspondence? (Choose Three) 1) How will the correspondence be sent? 2) Which email server should the correspondence use? 3) How often should you send the correspondence? 4) Who is the user that receives the correspondence? 5) When does the correspondence need to be sent?

1,4,5

You have created a form that lists a group of recreational activities that users can select when booking a vacation. One column lists the activity name, a second column provides the check box for activity selection, and a third column displays a thumbnail image of the activity. You want to ensure that users have the information they need to make their selections regardless of screen size. When viewed on a small screen, you do not need to display the images. What three configuration steps would you take to support this requirement? (Choose Three) 1) Set the activity name column to primary importance. 2) Set the check box column to primary importance. 3) Set the activity name and check box columns to primary importance. 4) Set the image column to secondary importance. 5) Set the check box column to secondary importance. 6) Set the image column to other importance.

1,5,6

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? 1) Add a process in a stage. 2) Add a local action to the case type. 3) Add an optional process to any stage in the case type. 4) Add a step in a process.

2

A candidate's language skills are captured in a candidate case. What type of property is used to capture the candidate's language skill if the property reference looks like this: .Language(Spanish)? 1) Text 2) Value group 3) Page 4) Single value

2

A company provides two applications to its employees. The first application is managed by the Accounting department, and allows employees to submit expense reports for reimbursement. The second application is managed by the IT department, and allows employees to submit support tickets for IT-related issues. Both applications require a data element to track the status of cases. Select the best strategy for implementing this requirement. 1) Create one data element in the org layer for both applications to use. 2) Check the inheritance path to determine if an appropriate data element is already available. 3) Create one data element in the class group layer for both applications to use. 4) Create a data element for each case type, because they may use different status values.

2

A manager requests a report that contains the following columns: Create Date, Case ID, Create Operator, and Work Status. You must sort the Case ID values so the case with the highest ID value appears at the top of the list and descends in order. How would you design the report definition to support this requirement? 1) For the Case ID property, select Count in the Summarize column. 2) For the Case ID property, select Highest to Lowest sort type. 3) Make sure that the Case ID is the first column in the report. 4) Add a filter condition where Case ID is greater than one.

2

A parallel process is defined as ___________________________. 1) a process that is not part of the primary flow in the case life cycle 2) a process that executes over the same time period as other processes 3) a process that executes in the context of the current case 4) a process that executes in the context of another process

2

A step in the case life cycle has a case status value of Pending-Approval. When is the status of the case automatically updated? 1) At the end of the step 2) At the beginning of the step 3) Only if the user manually updates the case status 4) The status of a case cannot be automatically updated

2

Adding instructions to a step ____________. 1) Defines what the step should do. 2) Describes to an end user what should be done in the step. 3) Instructs an architect how to build the step. 4) Describes the business value of the step.

2

An insurance company provides personal property insurance. Jewelry is categorized as a special type of personal property. Requests for jewelry coverage require that a user managing the request is trained to appraise jewelry. The requirement is to route assignments for jewelry appraisals to users who have this skill. Which one of the following routing approaches would you use? 1) Route requests to a decision table which routes the request to a work group in a location where there are users who have appraisal skills. 2) Route requests to a work group that uses skill rating parameters for work group members. 3) Route requests to a reporting manager who assigns the request to an available user to ensure fast processing. 4) Route directly to a user who is a member of work group that uses skill rating parameters.

2

How do you configure an action set on a button to clear user selections and then review the previous actions on the case? 1) First, configure a Click event with a View History action. Next, add a Refresh action to the event. 2) First, configure a Click event with a Refresh action. Next, add a View History action to the event. 3) First, configure a Click event with a Refresh action. Next, configure a Click event and a View History action. 4) First, configure a Click event with a Refresh action. Next, configure a Double-click event and a View History action.

2

In an event reservation application, you are configuring a Select Flights view in which in which the user enters the destination (.Destination). Later in the life cycle, you want to display the destination value as the location (.Location) value in a Hotel Reservation view. How do you configure the data transform? 1) Invoke a when condition to update the .Location property value when the user enters a .Destination property value. 2) Set .Location as the target property equal to .Destination as the source property. 3) Apply the pySetFieldDefault data transform to set the .Location property when the user enters the .Destination property value 4) Set .Destination as the target property equal to .Location as the source property.

2

In an mortgage application, the user creates a loan request. In order for the loan request to be approved, the loan officer must receive the results of an appraisal. How would you configure the case types to reflect their relationship? 1) Make appraisal a parent case type, and loan request a child case type. 2) Make loan request a parent case type, and appraisal a child case type. 3) Make mortgage a parent case type. Make loan request and appraisal child case types. 4) Make both loan request and appraisal peer case types.

2

In an online shopping application, the primary case type PurchaseOrder has two child case types: Payment and Packaging. In processing PurchaseOrder case PO-11, Payment case Pay-37 and Packaging case Pac-56 are created. Which statement about the processing of PO-11, Pay-37, and Pac-56 is correct? 1) PO-11 has to be resolved before either Pay-37 and Pac-56 is resolved. 2) Both Pay-37 and Pac-56 have to be resolved before PO-11 can be resolved. 3) PO-11 can be resolved when either Pay-37 or Pac-56 is resolved. 4) Pac-56 has to be resolved before Pay-37 is resolved.

2

In which of the following situations would you use a rule circumstance to resolve the requirement? 1) An online order process optionally allows customers to update the credit card number saved with their account. 2) A national insurance company requires a different minimum for liability coverage in each state. 3) A service level notifies the assigned user when a goal interval is exceeded, and notifies the user's manager when a deadline interval is exceeded. 4) A process does not execute if a user is not married.

2

In which types of UI control is reference data from the local data source typically used? 1) Label 2) Drop-Down 3) Text field 4) Button

2

The External Database Table Class Mapping wizard creates a data class and a database table. How do you make this data available to your application? 1) Use local storage 2) Use a data page 3) Use a static list 4) Use case data

2

Use __________ to sum a value in a child case and record the total value in the parent case. 1) the Update a Case smart shape 2) a calculation 3) a data transform 4) data propagation

2

What type of step typically requires contextual instructions? 1) Approve/Reject 2) Collect information 3) Change stage 4) Create Case

2

Which variable in the assignment urgency calculation enables users to increment the service level urgency on a case-by-case basis? 1) .pxUrgencyAssignSLA 2) .pyUrgencyAssignAdjust 3) .pxUrgencyWork 4) .pxUrgencyAssign

2

You check out a rule to update it. While the rule is checked out, another developer decides to test a case type by creating and processing the case. What happens when the application attempts to use the rule you checked out? 1) The application cannot run because the rule is unavailable. 2) The application ignores the checked-out version and uses the previous version in the application ruleset. 3) The application returns an error and stops processing the case, because the rule is unavailable for use. 4) The application runs the checked-out version of the rule, because that is the most up-to-date version of the rule.

2

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 reload? 1) The data page reloads automatically one hour after it was last accessed. 2) The data page reloads on the next access one hour after it was created. 3) The data page reloads automatically one hour after it was created. 4) The data page reloads on the next access one hour after it was last accessed.

2

You have a purchase request case and want to spin off a supplier case for a new supplier. How can you copy data to the supplier case? 1) a data page 2) a data transform 3) the Update a Case smart shape 4) a decision tree

2

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? 1) Application 2) Node 3) Thread 4) Request

2

pyWorkPage stores which type of information? 1) Information about the Pega server. 2) Information about a case. 3) Data cached from an outside system. 4) Information about the current operator.

2

When modeling the life cycle of a case, alternate stages typically represent ____________ and can ___________. (Choose Two) 1) a separate, but related business transaction 2) exceptions to the normal course of events 3) be sequenced into the primary stages 4) only be accessed manually

2,3

Select the two items of information used to uniquely identify a rule. (Choose Two) 1) The status of the rule. 2) The class of the rule. 3) The application that uses the rule. 4) The type of the rule. 5) The description of the rule.

2,4

Select two benefits of adopting a rule delegation strategy. (Choose Two) 1) Adopting a rule delegation strategy can help lower the overall costs of building and maintaining business applications, because fewer architects are required if business users can make changes to the application on their own. 2) Adopting a rule delegation strategy can help improve the business' ability to adapt to changing business conditions. 3) Adopting a rule delegation strategy enable business users to change business policies more quickly by avoiding long approval processes. 4) Adopting a rule delegation strategy enables business users and architects to focus on their specific tasks related to application development and maintenance.

2,4

What two items should a developer configure before delegating a rule? (Choose Two) 1) A separate Operator ID that has access to the delegated rules 2) An Access Group that has access to the production ruleset 3) An Access Role that has access to the production ruleset 4) An unlocked ruleset added to the Application rule as a production ruleset

2,4

You are designing a travel plan application. A hotel booking step displays a form in which users select a hotel and enter the number of days they are staying at the hotel. The form displays the total cost for the hotel room. The form also includes fields for selecting, at extra cost, options such as valet parking. The application totals the cost for any selected options and adds that amount to the total room cost to equal the grand total, which is displayed in a field. Which two of the following properties would you use as the target properties? (Choose Two) 1) Number of days at the hotel 2) Total cost of options 3) Price of each option 4) Total cost for the hotel room

2,4

You want to engage business and IT resources to review the working models. What two best practices accomplish this objective? (Choose Two) 1) Approval process 2) Direct Capture of Objectives (DCO) 3) Guardrail compliance 4) Iterative delivery

2,4

An application change goes into effect on June 15, 2016. Due to this change, two fields are added to a user form to collect information for compliance purposes. Assuming that today is April 30, 2016, how should you configure circumstancing for the form? 1) Circumstance the form by template and definition; in the definition, specify June 15, 2016, as the cut-off date. 2) Circumstance the form by property and date; test that the creation date for the case is on or after June 15, 2016. 3) Circumstance the form by property and date; specify June 15, 2016, as the start date. 4) Update the existing form to apply a circumstance; specify June 15, 2016, as the end date.

3

An application references a data element found in the Work-class. How is this rule inherited by the application? 1) By naming PegaRULES as the built-on application. 2) By adding the ruleset that contains the property to the application. 3) By applying directed inheritance. 4) By applying pattern inheritance.

3

Automating decisions based on business logic enables ___________________________. 1) application users to mark a specific location for business exceptions that may arise in the process flow 2) architects to improve the performance of the application 3) application users to focus on more nuanced decisions that require business expertise 4) architects to spend less time building the application

3

The goal milestone in a service level defines the amount of time _____________________. 1) allowed before an assignment is considered overdue 2) in which the case or step must be completed 3) in which the case or step should be completed 4) allowed for a user to advance a case to the next stage

3

The user enters a response on a form and clicks Submit. The Pega Platform application returns an error. Which tool can you use to determine the cause of the error in your application? 1) Use the Live UI tool and search for the form that is causing the error. 2) Use the Clipboard tool and search for the property value on pyWorkPage that is causing the error. 3) Use the Tracer tool, search for the first FAIL status, and see which step is causing the error. 4) Use the Alerts tool and search for the alert that is reporting the error.

3

When is the earliest opportunity for you to configure the user view for a step in a case life cycle in Pega Express? 1) You can configure the user view for a step after you create the entire case life cycle. 2) You can configure the user view for a step before you start creating the case life cycle. 3) You can configure the user view for a step after you add that step to the case life cycle. 4) You can configure the user view for a step any time after you configure the pick list data types.

3

Which statement best describes the role of the base rule in circumstancing? 1) The base rule describes case behavior in effect until a certain date. 2) The base rule is a template used to create all of the circumstanced variants. 3) The base rule is used if no circumstanced variant applies. 4) The base rule lists all of the properties for which a rule can be circumstanced.

3

Which type of data is exposed by default? 1) Business metrics, such as the total value of a sales order, are exposed by default. 2) Neither process metrics nor business metrics are exposed by default. 3) Process metrics, such as the current stage or status, are exposed by default. 4) Both process metrics and business metrics are exposed by default.

3

You are configuring a declarative network that contains eleven declare expressions which are used to calculate the interest rate for a home mortgage. For example, the target value Property Tax Assessment is used as a source value when calculating the Assessed Property Value. The declare expressions use target values from other expressions to calculate their target values. The field displaying the interest rate appears on the approval form. To improve performance, how can you reduce the number of calculations? 1) Calculate the total interest rate value by adding all the declare expression target property values. 2) Specify forward chaining in the declare expression that calculates the total interest rate value. 3) Specify backward chaining in the total interest rate declare expression. 4) Apply the declare expression in the approval flow action.

3

You have added a page list property named Dependents to a view in the Case Designer. This page list contains the property .Relationship. You want to display the list in the view and populate a field with the default value of "Not Applicable." How do you configure the pySetFieldDefaults data transform to meet this requirement? 1) Set .Dependents(1).pyLabel to an empty string and a parameter named "Not Applicable" 2) Set "Not Applicable" to equal .Dependents(1).Relationship 3) Set .Dependents(1).Relationship to "Not Applicable" 4) Set .Dependents(1).pyLabel and a comment action using the value "Not Applicable"

3

You want to list the orders placed by a customer over the past six months. For each order, you need to display the order number, the date of the order, the total amount of the order, payment method, and order status in a series of columns. What type of layout do you use to present the list of orders to a user? 1) A repeating dynamic layout 2) An inline-grid dynamic layout 3) A table 4) An inline dynamic layout

3

Conditional paths in a case life cycle are used to define ______________________. (Choose Two) 1) subprocesses that run in parallel with the context of the current case 2) subprocesses that run in the context of the current case 3) paths in the case life cycle that are followed based on run-time values 4) paths in the case life cycle that are chosen by a user at run-time

3,4

The Tracer tool shows you a log of detailed information on your application. Select two methods you can use to limit the amount of information to the specific time when an error occurs. (Choose Two) 1) Set a breakpoint at the beginning of your application. 2) Clear the Tracer tool after the error occurs. 3) Pause the Tracer tool until just prior to when the error occurs. 4) Start the Tracer tool just prior to when the error occurs.

3,4

What are two ways you can add a table to a view? (Choose Two) 1) Embed the table in the section used by the view. 2) Add the table column properties to a view in Pega Express. 3) Add a table to a section used by the view. 4) Add a field group list to a view in Pega Express.

3,4

When collecting information for a loan application, a case worker needs to enter the date of birth on the loan application form. What two tasks do you perform to enable the case worker to enter this information? (Choose Two) 1) Add the date of birth field to all the user views in the case type 2) Add a date of birth field to the appropriate stage 3) Add a date of birth data field to the case type 4) Add the date of birth field to the case worker's view of the case type

3,4

A claim case records the items of loss. The property reference that describes an item of loss looks like this: .ItemOfLoss(1).Description. The property reference .ItemOfLoss(1) is an example of a __________ property? 1) Page 2) single value 3) value list 4) page list

4

A home loan company has home appraisal offices in various regions. Each office has its own work queue. Company policy requires that home appraisals are assigned to offices based on the home's location. For example, appraisals for homes located in Boston are assigned to the New England office work queue. Which routing approach would you choose to support this requirement? 1) Route the assignment based on appraiser skills. 2) Route the assignment based on an appraiser role. 3) It is not possible to support this requirement. The router must define a specific work queue. 4) Route the assignment to the correct work queue based on a decision rule.

4

A manager has requested a report that shows the purchase requests for each of the regional cost centers. The manager wants to organize the results so the cost center appears only once on the report and the requests are listed under cost center. How would you configure the report definition? 1) Summarize the requests column by count. 2) Use the requests column to group the results. 3) Filter the results so that only cost center and requests are included in the report. 4) Use the cost center column to group the results.

4

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? 1) Add a SendCorrespondence local action to the assignment. 2) Before the assignment, add a SendEmail SmartShape. 3) After the assignment, add a SendEmail SmartShape. 4) Enable assignment notifications for the case type.

4

When does data propagation occur? 1) When a value in the child case or spin-off case changes 2) When a parent's value changes and a data transform is used to configure the data propagation 3) Whenever a parent's value changes 4) When a case is created

4

Which of the following would be typical data stored in a local data source? 1) Insurance policy data 2) Customer details 3) Case data 4) Delivery options

4

Which requirement could be satisfied with a user action? 1) Reassign any task that remains open after three days to another user. 2) Requiring a separate approval process whenever an order exceeds USD 10,000. 3) An application randomly sends a survey to customers once their case is resolved. 4) Allow a user to transfer a case to another employee at any stage of the case.

4

Which requirement is best implemented using a Wait step in a case? 1) You need to pause a case until a user uploads a signed document. 2) You cannot proceed in an expense report until a manager approves the request. 3) You need to send an email after a user completes a form. 4) You cannot complete a purchase case on a website unless you complete a new account child case.

4

You are helping to implement the technical components of a new application. Before you can begin work, you must obtain definitions of the business processes and service-level agreements. Which members of the development team would you go to for this information? 1) Case participants 2) Stakeholders 3) Subject Matter Experts (SMEs) 4) Business architects

4

You would like to use the Tracer tool to debug an error in your application. In which portal can you use the Tracer tool? 1) Pega Express 2) Case Worker Portal 3) Case Manager Portal 4) Designer Studio

4

Your organization has a standard loan request report that contains columns for loan ID, loan officer, work status, and a loan creation date. A manager requests a report that includes only loans created in the previous quarter and do not have a status of New. How would you configure the report filter to support this requirement? 1) Create two conditions: Work Condition equals New OR Creation Date does not equal Previous Quarter. 2) Create two conditions: Work Status does not equal New, AND Creation Date is less than current quarter. 3) Create one condition: Work status does not equal New where Creation Date is equal to Previous Quarter. 4) Create two conditions: Work Status does not equal New, AND Creation Date is equal to Previous Quarter.

4


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