SSA Studying

Based on the information below, if you execute the rule when .Dept=Engineering, which version does Pega Platform™ use? Rule Version Circumstance 01-01-01 None 01-01-01 .Dept=Engineering 01-01-15 None 01-01-20 .Dept=Engineering 01-01-25 None, base rule selected 01-01-35 None

01-01-35, None Rule version 01-01-25 has the base rule selected. All the rules before this version are no longer applicable. When the system looks at only those rules available for ranking, the circumstance for Engineering is not applicable. The system chooses the highest version of the rule without any circumstances defined.

Cosmos rules introduce significant improvements to the user experience such as:

-A new case preview panel -Flexible screen space management -An improved search experience -The ability to open and work with several independent sessions of your web application -Increased efficiency when working with multiple cases

In which of the following two situations do you use circumstancing?

-Attach PDF file of expense list to approval request when total amount is more than USD1,000. --This is accomplished by circumstancing a flow rule with that criteria. -The sales tax rate changes at the first of next year. --Circumstancing is helpful in such situations where calculations can change by current date.

examples of instances of rules derived from the abstract Rule- base class(rule resolution applies):

-Case Types -Properties -UI rules like sections -Declare Expressions -Data pages

Which two of the following requirements are satisfied by configuring single-variable circumstancing of a rule?

-Contractors located in the United States are sent Form 1A, contractors located in Canada are sent Form 1B, and contractors located in the United Kingdom are sent Form 1C. -Silver-level customers have a guaranteed response time of 24 hours, whereas Gold-level customers have a guaranteed response time of 12 hours.

Ruleset validation best practices

-Only use RV for rulesets that are designed to be used across multiple applications, such as organizational rulesets, to make them easily portable and prevent the introduction of dependencies on a specific application. -Create applications for common rulesets; use the built-on functionality to include common rulesets in the application. -Include unlocked AV rulesets in one application only. Doing so prevents AV rulesets from referring to rules that may not exist in applications that do not contain the ruleset. -Run the Validation tool after implementation of critical changes or milestones (for example, changes to the application ruleset list or built-on application as well as changes made before lock/export).

examples of instances of rules derived from these abstract base classes that are not Rule-base(rule resolution does not apply):

-Operator IDs -Email listeners -Operator's favorites -The rule check-in process

Inputs to the rule resolution algorithm

-Predefined rule keys that are used as a unique identifier, such as the Apply to: class, rule name, and rule type -User's ruleset list -Class hierarchy of the rule in question -Circumstances such as the value of a property, or time and date restrictions -Availability of the rule -User's access roles and privileges

If the AV mode is used, rules in the ruleset can reference all rules in the rulesets defined in the:

-Same application -Rulesets belonging to any built-on application cannot reference rules outside the current application stack or above the defining application allows for codependent rulesets within the same application When AV mode is used, the application defines the ruleset versions accessible for a given ruleset.

Use of branches

-used on large development projects, where multiple teams work simultaneously on the rules in an application. I -Create a branch for each feature your team is developing. This allows your team to independently develop a feature within an isolated space (the branch) without affecting other teams. -Changes do not affect other teams until the changes are stable, conflicts are resolved, and approval is granted to make the changes available to all development teams.

Based on the information below, if you execute the rule when .Dept=Accounting, which version does Pega Platform™ use? Rule Version Circumstance 01-01-01 None 01-01-01 .Dept=Accounting 01-01-15 None 01-01-25 None, base rule selected 01-01-30 .Dept=Accounting 01-01-35 None

01-01-30, .Dept=Accounting This version is the circumstanced version in the highest ruleset version above the ruleset in which the base rule flag was selected. All the rules before the base rule selected version are not applicable.

A branch ruleset is a ruleset that ______________ and __________.

A branched ruleset is based on another ruleset and is designed for large projects.

Which statement describes a benefit of parallel development with branches?

A team of developers can implement application functionality without impacting developers in other teams. -Branches isolate the work of one team of developers from other developers to avoid unexpected errors or erratic application behavior.

Application Validation mode

Application Validation (AV) mode is used during rule validation to determine which rules are valid to reference at design time without having to use ruleset prerequisites. Using AV mode offers performance advantages over the alternative Ruleset Validation (RV) mode.

Why is application versioning important?

Application versioning preserves prior application versions. You can edit application functionality in a new version of the application without changing the initial version.

Select two record types that are involved when configuring a production ruleset

Application, Access Group -Production rulesets are specified on the application and the access group.

Major vs Minor rule availability status to determine if the rule is carried forward

Available-both yes Not Available-both no Final-both yes Withdrawn-major=no, minor=yes Blocked-both yes

What is the purpose of the Enterprise Class Structure (ECS)?

ECS provides a structure supporting rule reuse.

Enterprise Class Structure (ECS)

The Enterprise Class Structure, or ECS, is an out-of-box class structure that provides a foundation for reuse. There are three layers (Enterprise or Organizational, Divisional, Implementation) and each layer is designed to hold rules that are specialized for that layer.

implementation layer

The implementation layer contains application elements that are specialized for a specific business audience or purpose. The contents of the implementation layer extend the elements of the framework to create a composite application that targets a specific organization or division.

Which of the following statements is true about the relationship between base rules and circumstanced rules?

The name of circumstanced rule remains same as the base rule. -The name of the rule remains same, which is why it is crucial to pay attention to ruleset versions during rule resolution.

Which one of the following statements are true about single variable rule circumstancing?

The name of the circumstanced rule remains the same as the name of the base rule. -Circumstanced rules have the same name as the base rule. It is crucial to note the ruleset version for rule resolution.

The rule resolution algorithm inputs rule instances and outputs a rule identifier, such as a the rule type and class, to process a case. (T/F)

The resolution algorithm outputs the first rule found that matches all of the input criteria.

branch ruleset

rulesets associated with a branch -Is based on (branched from) another ruleset -Contains rules that are in active development in the associated branch

single value circumstance

single value circumstance to create a rule variant that is effective whenever the value of a single property satisfies the circumstancing condition

four types of circumstance conditions.

single value circumstance, multiple value circumstance, date property, as-of date

To develop rules in parallel using branched rulesets, each team follows these steps:

1.Create a team application built on the main application 2.Create one or more development branches in the team application 3.Grant developers access to the team application 4.Create branches in the team application as needed 5.Create or update rules using the branches 6.Resolve any conflicts between the branches and the application 7.Merge each branch into the team application rulesets when development in branches is complete and stable

Application versioning

A way to differentiate current and past application configurations.

Team A and Team B are developing features for an insurance application. Team A is assigned a user story to improve the user experience when users enter personal and bank account details. Team B is assigned to build a declare expression to calculate the total premium amount. Both teams used branches for development. What step does each team need to take before merging their changes to the main application?

Both teams must resolve conflicts that the system detects between their branch and the application. -Both teams should resolve any conflicts that the system detects between their branch and the application to prevent erroneously overriding another team's work.

Which two steps do you perform after you develop branch rules and before you merge a ruleset?

Check in, review, and resolve conflicts related to merging rulesets before the merge.

Flag Base Rule

Circumstanced rules have the same name as the base rule, so it is crucial to note the ruleset version for rule resolution. A rule can be copied to a higher ruleset version. You can select the Base check box to indicate that the rule resolution algorithm should ignore all previous occurrences of this rule in the same major but lower minor and patch versions at the time of rule resolution. For the base rule to come into effect during rule resolution, the version containing the base rule must be accessible. --Picks it as base no matter where it is

Circumstancing

Circumstancing establishes a baseline for expected case behavior and adds variants to address exceptions to the behavior. The goal of circumstancing is to create a variant for each anticipated situation. Pega selects the appropriate variant, or circumstance, to use based on the details of the case.

Division Layer

Contains the work, data and integration classes for the division. It is the middle level of the three-level organization hierarchy (Org-Div-Unit) and is available for use in every application. Optional Layer.

Benefits of Cosmos React

Cosmos React single-page web approach allow users to use standard web interactions like the browser's back button and an unlimited number of browser tabs. -Improved data visibility -Enhanced case processing -Customizable columns -Focus on relevant data -The ability to instantly modify values and perform quick actions on table rows

Use of Cosmos

Cosmos experience simplifies your development work with streamlined interactions and a modern interface. Allows you to preview items, such as cases, in the same screen.

Which two of the following are prerequisites for creating a branch rule for parallel development?

Create a team application, Create an access group that references the team application. Add developers to the access group. -The two prerequisites for creating a branch rule for parallel development are a team development application and an access group with application developers that references the team application.

You have a requirement to create an email correspondence that can be reused by other applications. In which two layers of the Enterprise Class Structure could you apply the email correspondence rule?

Division and Organization

When preparing for application versioning, it is a best practice to leave all of the RuleSets unlocked (T/F)

False. When preparing for application versioning, best practice is locking all but the highest ruleset versions.

Which layer of the Enterprise Class Structure (ECS) contains generalized assets that are then extended by specific implementations?

Framework

Theme Cosmos

In addition to built-in styling, most functionality is provided through design templates. With the Cosmos rules model, developers map data into template regions, toggle desired features on or off, and brand the application with App Studio.

Difference between major/minor updates and patch updates

Minor and major versions require application record and access group updates. Patches usually do not need the updates.

Template: Multivariable circumstancing vs single variable circumstancing

Multivariate circumstancing requires a template, while single variable circumstancing does not.

A claims framework contains two rulesets, ClaimsFW and ClaimsFWInt. An application built on the framework also contains two rulesets, Claims and ClaimsInt. Which statement is false if all the rulesets are configured as Application Validation?

Rules in ClaimsFW can reference rules in Claims -Rules using application validation cannot reference rulesets in applications built on the application.

A claims framework contains two rulesets, ClaimsFW and ClaimsFWInt. An application built on the framework also contains two rulesets, Claims and ClaimsInt. Which statement is true if all the rulesets are configured as Application Validation?

Rules in ClaimsFWInt can reference rules in ClaimsFW Rules in ClaimsInt can reference rules in Claims Rules in Claims can reference rules in ClaimsFW

A claims application contains two organizational and two application rulesets. The organizational rulesets MyCo and MyCoInt are configured as Ruleset Validation, where the prerequisite for MyCo is MyCoInt and the prerequisite for MyCoInt is Pega-Platform. The two application rulesets Claims and ClaimsInt are configured as Application Validation. Which of the following statements is false?

Rules in MyCo can reference rules in Claims

A claims application contains two organizational and two application rulesets. The organizational rulesets MyCo and MyCoInt are configured as Ruleset Validation, where the prerequisite for MyCo is MyCoInt and the prerequisite for MyCoInt is Pega-Platform. The two application rulesets Claims and ClaimsInt are configured as Application Validation. Which of the following statements is true?

Rules in MyCo can reference rules in MyCoInt Rules in Claims can reference rules in MyCo Rules in ClaimsInt can reference rules in Claims

Which two of the following statements about ruleset lists are correct?

Rulesets at the top of the ruleset list take higher precedence. -The rule resolution algorithm refers to the order of the ruleset in the ruleset list. Rulesets at the top of the list take higher precedence. The ruleset list indicates the rulesets that are available to the application for an operator session. -The ruleset list indicates the rulesets that are available to the application for a given operator session. The ruleset list is available in the operator profile.

Mixing application ruleset validation modes

Rulesets with another ruleset in brackets next to them use RV. For example, for MyCoPL [MyCo], the MyCo ruleset in brackets is the prerequisite ruleset. Rulesets without a ruleset with brackets next to them use AV

Which description is most accurate for skimming and lock and roll versioning options?

Skimming is most efficient for major and minor updates. Lock and roll is most useful for patches. Skimming is the process of saving the highest version of a rule into a new, higher ruleset version. In lock and roll, you must select the appropriate rules to copy into a new empty ruleset. Lock and roll is labor-intensive when used for major updates.

When configuring application rulesets, what should you consider about ruleset validation?

The rulesets that contain the application rules are set to Application Validation (AV) mode. -The New Application wizard creates rulesets that are set to both Application Validation (AV) and Ruleset Validation (RV) modes. The rulesets that contain the application rules are set to AV mode to reduce the difference between design and run time. Ruleset validation does not affect rule resolution at run time but is applied only at design time. -Ruleset validation is performed every time a rule is saved. It guarantees that referenced rules are available on the target system when the ruleset is promoted. Ruleset validation does not affect rule resolution at run time but is applied only at design time.

When creating a completely new application, the New Application wizard lets you choose from three out-of-the-box (OOTB) options.

Theme Cosmos, Theme UI-Kit, Cosmos React

Theme Cosmos

This application type is best for new applications to take advantage of a non-React Pega Cosmos design system. Theme Cosmos, like Cosmos React, offers an implementation of Pega's Cosmos design system but the architecture and capabilities of each differ. Theme Cosmos uses section-based UI and offers all Pega Platform capabilities. Select the Theme Cosmos application type to ensure your application can use all capabilities.

Circumstancing provides a way to configure a complex rule with numerous permutations as several targeted, less-complex rules (T/F)

True

Pega has a skimming wizard to help with skimming(T/F)

True

Skimming only saves the latest version of rules into the new 01-02-01 version. If rule A exists in 01-01-01 and a modified version of Rule A exists in 01-01-02, only the 01-01-02 version is copied to the 01-02-01 version (T/F)

True

You can build an app on Cosmos rules (T/F)

True. This option builds your application on Cosmos rules, such as the application template Theme-Cosmos 3.01, a non-React version of Cosmos

date property vs as-of date

Unlike the Date property, which allows you to specify a comparison date such as a birth date, the As-of date property uses the system date/time as the date comparison

Types of rulesets

When the application is generated, the created rulesets include two rulesets for the application itself and two organizational rulesets. Add additional rulesets for reusable functionality that you might want to migrate to other applications. The rulesets created with the New Application wizard that end in Int are used for rules related to integration.

Rule resolution

a search algorithm that a system uses to find the most appropriate instance of a rule to execute in any situation. Rule resolution occurs whenever a rule is needed to accomplish case processing. applies to most rules that are instances of classes derived from the abstract Rule- base class

Withdrawn rule

all previous occurrences of this rule in the same major, but lower minor and patch versions having the same circumstance type get withdrawn. Rule resolution then selects the base rule despite meeting the circumstanced condition. --Picks next in hierarchy as base

two options for the validation mode

application validation, ruleset validation

Why are blocked rules carried forward?

because a blocked rule can block rules in other rulesets. You should maintain blocking relationships.

Cosmos React

best for new applications to take advantage of low-code and team collaboration using ReactJS and the latest client-side rendering engine. Cosmos React UI currently prioritizes known usage patterns and high priority use cases and configurations. As of 8.6, Cosmos React does not support all features from earlier releases of Pega Platform, including rule delegation, localization, and mashup. Select the Cosmos React application type if your new application does not require all capabilities.

Pega uses _______ to help teams manage parallel development in distributed environments

branches

Pega Application Types

can build on an existing application, which allows you to save development time by reusing key elements, such as case types or data types. You can build a new application without a built-on application by selecting Build from scratch from the New Application wizard.

key to skimming

can start at a major version and skim all minor and patch numbers into a new version, or you can start at some minor version and work up from there

Multiple value circumstances are based on a ____ and _____

circumstance template , circumstance definition.

The ________ is the rule that defines the properties used to determine if the circumstance is applicable, whereas the _________ defines values.

circumstance template, circumstance definition

How do you model complex exceptions in pega?

circumstancing

ruleset

collection of rules.

circumstance definition

combination of conditions in which a property uses a variant of a rule.

circumstancing tasks in order

configure circumstance template, then definition, then record

branch

container for rulesets with records that undergo rapid change and development

framework layer

contains assets that can be extended in specific implementations. The framework layer may be comprised of one or more generalized applications, such as a standard Pega application for a specific industry, or an extendable custom application.

Organization Layer

contains the assets used on an enterprise-wide basis. Such assets are rules for enterprise-wide business logic such as standard properties, decision tables, and service level rules. It also contains enterprise-wide data assets such as classes and rules for data stored in the system, and classes and rules for access to data in external systems, via connectors.

Pega Platform Layer

contains the built-in assets necessary for processing cases and other work in Pega applications. This layer also contains the assets Pega Platform uses.

How to create circumstance of a rule

create a base rule to define the expected behavior. Pega uses the base rule unless a circumstanced version is more appropriate. create a set of focused rules to address exceptions to case processing, rather than one all-encompassing rule. Since each rule focuses on a specific exception, application maintenance and updates are easier and can be delegated to business users. Reusing the rules you create at the application or enterprise level is also easier.

You can circumstance a rule according to the value of one or more conditions.

define a condition based on one variable, multiple variables, date property, and as-of-date, then apply the condition to a variant of the rule. When using the rule, the application evaluates the conditions defined on all the circumstanced variants. If one of the circumstancing conditions is satisfied, the application uses the corresponding rule variant. Otherwise, the application uses the base rule.

How is a rule's type defined?

defined by the class from which the rule is derived For example, the rule type of a rule derived from Rule-HTML-Section is called a section rule.

circumstance template

defines the properties on which to circumstance a rule.

Availability setting of a rule

determine if a rule is available for use during rule resolution

Ruleset validation mode

each ruleset version defines one or more ruleset versions on which the ruleset version depends. Only rules in the ruleset versions that are specified as prerequisites (and their prerequisites) can be referenced from the ruleset. If your ruleset version does not have any prerequisite ruleset versions, you need to specify the base product ruleset Pega-ProcessCommander as a prerequisite. RV ensures strict validation for prerequisite rulesets when migrated.

Rules Cache

ensure rule resolution operates efficiently

How is the output of the resolution process determined

first rule found that matches all of the input criteria

two options for overriding a circumstanced rule

flag a base rule or withdraw a rule.

ruleset list=ruleset stack

governs rule execution at run time. ruleset list consists of rulesets referenced on the application form. rule resolution algorithm refers to the order of the ruleset in the ruleset list. Rulesets at the top of the list take higher precedence.

production rulesets

have at least one unlocked ruleset version in the production environment. Commonly delegated rules. Configured on the application and access group

When should you use cosmos react?

if you are building a new low-code application from the beginning and want to take advantage of the most updated UI and functionality

as-of date

is effective after a certain date, or during a range of dates

The Lock and roll versioning method ______________ and ____________________.

is used for small changes or patches, ensures older versions of application Rulesets are preserved unchanged.

Types of versioning methods

lock and roll(patch), skimming(minor/major)

Theme UI-Kit

new application uses the latest UI-Kit design system, instead of the Cosmos design system. Pega does not recommend using Theme UI-Kit to create a completely new application. While usable and documented into the foreseeable future, the UI-Kit does not receive continued design effort. The UI-Kit is now considered a legacy product.

Ruleset Validation

performed every time a rule is saved. It guarantees that referenced rules are available on the target system when the ruleset is promoted.

Skimming

process of saving the highest version of a rule into a new, higher ruleset version. simplifies rule resolution and minimizes the rule data that you ship to a different version of your application

Cosmos React vs Pega UI-Kit

providing developers with a complete collection of modern, interlocked components. Cosmos can render in four distinct technologies: -Classic Pega UI -iOS -Android -Custom production applications

Lock and Roll

used for small changes/patches. When using lock and roll, you create a new empty ruleset version, then update the configuration, only copying the necessary rules into the new ruleset version. Rule in the higher ruleset version overrides the rule in the lower ruleset version. You specify the new version number and whether to update the application record and access groups to reflect the ruleset version. For example, if you roll 01-03-05 to 01-03-06, then update some of the rules on version 01-03-06, the remaining rules that were not updated, will still run from the 01-03-05 version.

Circumstance record

uses circumstancing to configure variables such as location and reward levels and refers to records with multiple variables as multivariate circumstancing.

multiple value circumstance

whenever a combination of property values satisfies the circumstancing condition

date property

whenever the value of a specified date property satisfies the circumstancing condition

circumstancing

you create a variant of a rule—such as a decision or a service level—tailored to a specific circumstance. When an application uses a circumstanced rule, the system determines which rule variant best satisfies the need. Circumstancing allows you to customize the behavior of your application to address each exception condition you identify using a collection of targeted rules rather than one complex, difficult-to-maintain rule.