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Business Architect Essentials

This course is for Business Architects who want to learn how to develop applications on the Pega Platform.

In this course, you learn the core principles of application development on Pega Platform™. Business users and delivery team members use these principles to plan and deliver business applications faster and more accurately for maximum business value.

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
  • 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
  • Calculate property values automatically using declare expressions
  • Create data types to model data objects 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
  • Delegate rules to the business to adapt cases types to changing business policies

Course Outline

  1. Business Architect Essentials Exercise Overview

    • Exercise Approach
    • Business use case: Assistance request
    • Completing the course exercises
  2. Introduction to Pega

    • Introduction to Pega
    • Situational Layer Cake
    • Application development studios
    • How to navigate the Pega Platform
    • Roles on a Pega project
    • Assessment: Introduction to Pega
  3. Case Management: Designing a case life cycle

    • Case life cycle
    • How to design a case life cycle
    • User context
    • How to update case status
    • How to add instructions to assignments
    • Assessment: Designing a case life cycle
  4. Case Management: Setting a service level

    • Service level agreements
    • How to add a service level to an assignment
    • How to add a service level to a case
    • How to apply service levels throughout the case life cycle
    • Assessment: Setting a service level
  5. Case Management: Controlling the case workflow

    • Optional actions
    • How to add optional actions to a case
    • Skipping processes and stages
    • How to skip a process or stage in a workflow
    • Parallel processing
    • How to perform processes in parallel
    • Decision points
    • How to add a decision point to a process
    • Assessment: Controlling the case workflow
  6. Case Management: Routing work to users

    • Routing work
    • How to route work
    • How to configure custom routing
    • Case approval configuration
    • How to configure a single level approval
    • How to configure cascading approvals
    • Assessment: Routing work to users
  7. Case Management: Configuring a case hierarchy

    • Introduction to configuring a case hierarchy
    • Rules and rule types
    • Rules and rulesets
    • Classes and class hierarchy
    • How to create a rule
    • How to update a rule
    • How to reuse rules through inheritance
    • Case hierarchy
    • How to enforce a dependency between case types
    • Adding a child case to a case
    • Assessment: Configuring a case hierarchy
  8. Case Management: Exercise

    • Exercise: Configuring a case type
  9. Data Modeling: Adding fields to a case type

    • Introduction to adding fields to a case type
    • Data elements in Pega applications
    • How to manage properties
    • How to reference a property
    • Defining properties
    • User views
    • Configuring user views
    • Assessment: Adding fields to a case type
  10. Data Modeling: Data in memory

    • Introduction to data in memory
    • Data storage in memory
    • pyWorkPage
    • How to view clipboard data
    • How to use and set property values with the Clipboard
    • Assessment: Data in memory
  11. Data Modeling: Calculating case values

    • Introduction to calculating case values
    • Declarative processing
    • Declare expressions
    • How to set a property value with a declare expression
    • Forward and backward chaining in declarative networks
    • Assessment: Setting property values declaratively
  12. Data Modeling: Exercise

    • Exercise: Designing a data model
  13. Validation: Validating case data

    • Introduction to validating case data
    • Methods of data validation
    • How to validate case data with controls
    • How to validate case data with validate rules
    • Validating a flow action with a validate rule
    • How to use edit validate rules
    • Assessment: Validating case data
  14. Validation: Exercise

    • Exercise: Configuring data validation
  15. Information Exchange: Using the Integration Designer

    • How to visualize data with the Integration Designer
    • Assessment: Managing data types with Integration Designer
  16. Information Exchange: Creating data types

    • Application data processing with data types
    • Create a locally sourced data type
    • Configure a data source for an existing data type
    • How to create an externally sourced data type
    • Assessment: Creating data types
  17. Information Exchange: Managing data pages and views

    • Data views and data pages
    • How to access on-demand data with a data page
    • How to configure data page sourcing options
    • How to save data with a data page
    • Assessment: Managing data pages and views
  18. Information Exchange: Exercise

    • Exercise: Configuring reference data
  19. User Interface: Customizing user view layout

    • Introduction to configuring a user form
    • Section rules
    • Guidelines for designing user views
    • How to configure a section
    • How to configure responsive UI behavior
    • Assessment: Customizing user view layouts
  20. User Interface: Adding dynamic content to user views

    • Introduction to adding dynamic content to user views
    • Dynamic UI design
    • How to configure dynamic content
    • Event processing
    • How to configure event processing
    • Assessment: Adding dynamic content to user views
  21. User Interface: Styling an application

    • Introduction to styling an application
    • Styling an application with skins
    • How to customize an application appearance with skins
    • Controlling application appearance with a skin
    • Assessment: Styling an application
  22. User Interface: Exercise

    • Exercise: Designing a user interface
  23. Case Management: Sending correspondence

    • Introduction to configuring and sending correspondence
    • Case communications
    • Sending an email from a case
    • How to configure correspondence rules
    • Assessment: Configuring and sending correspondence
  24. Case Management (Correspondence): Exercise

    • Exercise: Configuring and sending correspondence
  25. Reporting: Creating business reports

    • Introduction to creating business reports
    • The role of reports
    • Business and process reports
    • The Report Browser
    • How to create a report
    • How to organize report results
    • Creating a report
    • Organizing report results
    • Assessment: Creating business reports
  26. Reporting: Exercise

    • Exercise: Designing a business report
  27. Application Development: Delegating rules

    • Introduction to delegating rule management to business users
    • Business rule delegation
    • How to delegate rules to business users
    • Assessment: Delegating business rules
  28. Application Development: Exercise

    • Exercise: Maintaining an application
  29. Capstone: Solution Build

    • Exercise: BAE 8 Solution Build

Choose Your Format

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  • Skill Level

    Beginner

  • Duration

    5 days

  • Platform Version

    8

  • Skill Level

    Beginner

  • Duration

    5 days

  • Platform Version

    8

  • Skill Level

    Beginner

  • Duration

    5 days

  • Platform Version

    8

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Recommended next step:

Pega Certified Business Architect exam
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