Business Architect Essentials Student Guide

Course introduction......Page 6
Business Architect Essentials overview......Page 7
Introduction to Pega Platform......Page 8
Introduction to Pega Platform......Page 9
The magic of Pega......Page 10
Pega Platform overview......Page 11
The roles of team members......Page 12
Capture objectives directly in the application......Page 13
Introduction to configuring a Pega Platform application......Page 14
Purpose of best practices......Page 15
Pega's best practices for project success......Page 17
Guardrails for application design......Page 21
The Role of the Pega Business architect......Page 22
Introduction to participating in Journey Centric Delivery......Page 23
Introducing the role of a Pega Business Architect......Page 24
Journey Centric Delivery......Page 25
How Pega Business Architects (BA) participate in Journey Centric Delivery......Page 28
Introduction to capturing and refining user stories......Page 30
How to use Agile Workbench to capture bugs and feedback......Page 31
Introduction to managing work in Pega......Page 32
Backlog item management in Pega Platform......Page 33
How to manage work in Agile Workbench......Page 34
Designing a case life cycle......Page 40
Introduction to designing a case life cycle......Page 41
Case life cycle design......Page 42
Stages......Page 44
Stage transitions......Page 47
Controlling stage transitions......Page 49
Processes......Page 51
Introduction to adding optional actions......Page 53
Optional actions......Page 54
Adding optional actions to a case type......Page 57
Introduction to guiding users through a case life cycle......Page 58
Updating the case status......Page 59
Adding instructions......Page 61
Introduction to defining user views......Page 62
User view planning......Page 63
Guidelines for designing user views......Page 65
Data elements in Pega applications......Page 68
Configuring user views......Page 73
Introduction to Validating case data......Page 78
Methods of data validation......Page 79
How to validate user data with controls......Page 81
How to validate case data with validate rules......Page 87
Validating a flow action with a validate rule......Page 89
How to use edit validate rules......Page 94
Introduction to managing case-processing dependencies......Page 96
Case relationships......Page 97
How to enforce a dependency between case types......Page 99
Adding a child case to a case......Page 101
Introduction to exchanging data between cases......Page 103
Data propagation......Page 104
Propagating data when creating a case......Page 106
Updating data for an existing case......Page 110
Calculating case values from child case data......Page 112
Automating Business policies......Page 114
Introduction to configuring a service level agreement......Page 115
Service level rules in Pega Platform......Page 116
Adding a service level to a case......Page 118
Assignment urgency......Page 120
Configuring a service level agreement rule......Page 123
Introduction to configuring and sending correspondence......Page 127
Automating case communications......Page 128
Sending an email from a case......Page 130
How to configure correspondence......Page 131
Introduction to Routing Assignments......Page 135
Assignment routing......Page 136
Worklists and work queues......Page 138
Configuring assignment routing......Page 140
Introduction to delegating business rules......Page 148
Business rule delegation......Page 149
Best practices for business rule delegation......Page 150
How to delegate rules to business users......Page 152
Introduction to controlling the flow of a case life cycle......Page 155
Conditional paths in a case life cycle......Page 156
How to model a decision point in a process......Page 158
How to configuring processing for a case......Page 160
Designing Business Reports......Page 163
Introduction to creating reports......Page 164
The role of reports......Page 165
Business and process reports......Page 169
The Report Browser......Page 172
How to create a report......Page 175
How to organize report results......Page 180
Creating a report......Page 183
Organizing report results......Page 186
Course summary......Page 191
Business Architect Essentials summary......Page 192