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System Architect Essentials

This course helps Pega business users and delivery team members learn the principles to of planning and delivering business applications faster and more accurately for maximum business value.

In this course, you learn the core competencies for developing a business application built on the Pega Platform. Use Pega's rules-based architecture to configure and test application functionality such as process flows, UI screens, automated decisions, and properties. Delivered on v7.3, exercises in this course are designed to enable users on v7.3 and v7.4. You may notice slight navigation changes between versions.

What you'll learn

By the end of this course, you will be able to successfully:

  • Explain the benefits of using the Pega model-driven application design and development approach.
  • Model the life cycle of a case that mirrors the way business people think about how work is completed.
  • Identify the high-level responsibilities associated with Pega Platform for both Pega business architects and system architects.
  • Describe Pega's Direct Capture of Objectives™ approach to increasing the speed and accuracy of application delivery.
  • Explain the purpose and benefits of best practices and guardrails.
  • Validate case data to ensure that user entries match required patterns.
  • Configure a Wait shape to enforce a case processing dependency.
  • Configure user views and data elements during case life cycle creation.
  • Use the Clipboard tool to review case data in memory.
  • Set property values automatically using data transforms and declare expressions.
  • Configure and populate a work party with case data.
  • Create data classes and properties for use in a Pega application.
  • Automate decision-making to improve process efficiency.
  • Design responsive user forms for use on any platform or browser.
  • Design reports to deliver key insights to business users.
  • Incorporate and manage reference data to allow applications to adapt to changing business conditions.
  • Test your application design to analyze rule behavior and identify configuration errors.

Course Outline

  1. Before you begin

    • Before you begin
  2. Pega Platform

    • Pega Platform
    • Configuring a Pega Platform application
    • Best practices and application development guardrails
  3. Designing a case life cycle

    • Designing a case life cycle
    • Adding optional actions to a case type
    • Guiding users through a case life cycle
    • Defining user views
    • Validating case data
    • Managing case-processing dependencies
    • Capstone Exercise: Designing a case life cycle
  4. Modeling case data

    • Building blocks of a Pega application
    • Data elements in Pega applications
    • Reviewing application data
    • Setting property values automatically
    • Setting property values declaratively
    • Configuring a work party
    • Exchanging data between cases
    • Caching data with data pages
    • Managing reference data
    • Capstone Exercise: Modeling case data
  5. Automating business policies

    • Configuring a service level agreement
    • Configuring and sending correspondence
    • Routing assignments
    • Delegating business rules
    • Controlling the flow of a case life cycle
    • Circumstancing rules
    • Capstone Exercise: Automating business policies
  6. Designing a user interface

    • Configuring a user form
    • Creating dynamic content in user views
    • Capstone Exercise: Designing user views
  7. Designing business reports

    • Creating business reports
    • Optimizing report data
    • Capstone Exercise: Designing business reports
  8. Testing and debugging applications

    • Unit testing application rules
    • Debugging Pega applications
  9. Course summary

    • SAE Solution Build
    • System Architect Essentials Course Summary

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Beginner

  • Duration

    6 days

  • Platform Version

    7.3, 7.4

  • Skill Level

    Beginner

  • Duration

    7 days

  • Platform Version

    7.3, 7.4

  • Skill Level

    Beginner

  • Duration

    7 days

  • Platform Version

    7.3, 7.4

Have you completed this course?

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