pega interview questions on case management

1) From a business standpoint, what exactly is a work group and what is its main purpose?

A workgroup is a logical group of operators with a single supervisor, such as A workgroup can specify which users are workers and workbaskets that report to the supervisor, as well as which users are supervisors.

Use – The My Group section of the Process Workspace allows the supervisor of a workgroup to quickly access the work lists and workbaskets connected to the group (in the workbasket tab of workbasket data instances, we enter the name of a workgroup that uses the workbasket). The workbaskets that are displayed in the View Queue list on the My Group page of the Process Work workspace for managers are determined by this field. Workgroups also help with better task reporting and monitoring on the Monitor Activity workspace.

assignment from the workbasket to process the assignment. Similar to the “contents” of a worklist, the “contents” of a workbasket are a collection of tasks that need to be processed and are arranged in decreasing priority.

Other crucial considerations regarding workbaskets include (if only the specific question is posed, the following response is appropriate):

In a workbasket, assignments can be automatically routed to users based on work schedules, deadlines, skills, workloads, and other factors.

A router task can decide which workbasket should get a newly created assignment during the execution of a flow.

** The relationship between workgroups and workbaskets is one-to-many i. e. one workgroup can be associated with multiple workbaskets. (We enter the name of a workgroup that utilizes the workbasket in the workbasket tab of workbasket data instances. The workbaskets that are displayed in the View Queue list on the My Group page of the Process Work workspace for managers are determined by this field.

Answer: Each operator may have a list of available workbaskets. Typically, users can retrieve assignments directly from any workbasket that has been set up for their particular organizational unit. However, the operator must have at least one access role that matches an access role in the Roles array if the roles are specified in the roles array on the workbasket tab of the workbasket data instance.

An access group’s main function is to make a set of RuleSet versions accessible to requestors.

The local customization RuleSet name and RuleSet version. When this user creates a new rule instance, these are typically set to default.

5) What is the distinction between a Workpool and a Work Type? Can one Work Pool be a Member of Another Work Pool?

One class group contains various work types (classes deriving from the Work-base class), and when this class group is added to a user’s access group, the user can work on each work type of the added class groups. Class groups so added are called as Work pools. A workpool cannot belong to another work pool. Multiple work types can belong to a work pool.

A class group instance instructs the system to store instances for two or more concrete classes that have a common key format in a single database table. The class group’s name is a prefix of the names of its constituent classes. Class groups added to an access group are referred to as work pools, and class groups themselves are essentially the same thing.

Ans: Case management entails managing work that is different from traditional BPM work objects for processing and reporting purposes. Cases may involve:

5. The Case Type Definitions gadget, which is used to configure the following case type and work processing configurations, governs case management design. Using the gadget, you can:

7. Create Class and Case Type rules, as well as standard starting flows for the newly added case types, to add completely new case types.

needed”. Declarative rules will take effect automatically, so you do not need to explicitly name them. Declarative processing’s main advantage is that it gives the system control over when computations are performed. Some examples are :

** Keep in mind the concepts of forward chaining and backward chaining, and only Declare Expressions are permitted to use both FW Chaining and BW Chaining under the aforementioned rules. Rest all use only forward chaining.

A ZIP file containing rules from one or more RuleSets is created for the purpose of migrating rules from one environment to another. The zip file is then imported into the target environment using a product rule (Rule-Admin-Product rule type) or a product patch rule (Rule-Admin-Product-Patch rule type). Additionally, we can use the export tool to generate a rulesets zip file.

The data instances (such as operator ids, access groups, etc.) ) can be included in the product or patch rules.

10) What do you mean when you say you’re “exposing a property”? Did you use any SQL tools or does Pega offer a way to expose columns?

An exposed Single Value property is one that can be seen as a column in a database table. In list view and summary view rules, only exposed properties may be used for record selection operations.

The ‘Modify Database Schema’ wizard in PEGA can be used to expose properties. Additionally, using SQL tools like TOAD, the database administrator can make a property that was previously only stored inside the Storage Stream column into a different exposed column.

** A specially formatted Storage Stream or BLOB column contains aggregate properties, properties found within an embedded page, and properties that are not exposed. There is a Storage Stream column called pzPVStream in the majority of Pega Rules database tables.

** Excessive property exposure in a table may speed up reporting and searching but slow down insert and update operations. There are no general guidelines, and the tradeoff and relative impact depend on the hardware and software.

11) What is the idea behind database table mapping, why do we do it, and do you perform any additional table to class mapping during development (in addition to the current mappings)?

A database table instance in database table mapping links a class to a relational database table or view in the PegaRULES database or an external database. To map a class to a database table and subsequently store instances of the class in the table, this is done. Yes, during the development phase, we added additional table to class mappings for a number of application-specific classes.

The expected or targeted turnaround time for the assignment, as well as the time to resolve the work object, are specified by SLAs, which are rules in PRPC. Goals, deadlines, and late intervals are one- to three-time intervals that are specified in each service level rule. Late intervals are repeated.

Assignments in a flow and the flow as a whole may be subject to service level rules. For instance, we could set a deadline of four hours and a processing goal of two hours. (The period of time begins when the assignment is created, not when a user starts working on the assignment.) ).

In the Assignment Properties panel of the assigned task for assignments, the service level rule is mentioned.

The standard property identifies the service level rule for the entire work object. pySLAName, typically set up through a model for the class. (The default value is the Default service level. ).

The Pega-ProCom agent promptly recognizes service level failures, including missed deadlines or goals. The system can automatically notify one or more parties, escalate the assignment, cancel the entire flow, and other actions if an assignment is not finished by the deadline.

Answer: Yes, you can call one section from another. A harness rule’s panels and containers, another section’s rule, or a layout cell can all contain a section rule.

Which harness would you employ to only show the work object to users for viewing in question 14?

Ans: Review harness. The work objects are displayed using the review harness in display-only mode, with no fields changeable.

The answer is that a “work party” is a person, group, or other actor who is mentioned in a “work object” and who may be the recipient of an email or other types of correspondence. A work object may specify one or more work parties, or none at all. Each work party’s associated role identifies the purpose of each party’s attendance and may control which properties are defined for that party.

When a flow execution creates an assignment, a Notify activity, when referred to in a flow, sends out correspondence, such as an email message. Typically, the system reports progress to and addresses correspondence to the work party listed in the work object.

Ans: Flow actions outline the options available to the user when completing a given work object. Flow actions are mainly of two types i. e. , connector actions and local actions.

Connector flow actions advance the flow. Selecting them makes the flow move along the path because they are linked to the connector that is present at the assignment.

Local actions let the user update the task but don’t move the flow forward The flow stays at the same assignment from which the local action was carried out after the assignment is committed.

17) How do you make a SOAP call? Briefly describe the steps to connect to an external system using SOAP. Have you integrated any external systems with Pega?

Ans: We import the wsdl from the external web service and create SOAP connector rules in PRPC to call the external web service to make a SOAP call from PRPC.

To create the connector rules, we make use of the Connector and Metadata Accelerator. By importing data about an external application or system, the Connector and Metadata Accelerator creates rules and data objects that the PRPC applications can use to communicate with that external system.

Choose the RuleSet and version that will hold the generated rules, including the classes, properties, connector rules, activities, and so forth.

An abstract class rule for the accelerator to use as the container or base for the generated items, with the exception of the connector activities, typically one that inherits from the Database class. (The accelerator can create this class for you if you don’t create it before you start. ).

A concrete class rule for the connector activities. Choose a class that derives from the Work base class if you intend to call the connector from a flow so that the connector activities can be called directly from an Integrator task.

After that, launch the Connector and Metadata Accelerator and enter the WSDL document’s URL for the Web service you want to connect to. Finish all of the wizard’s steps to produce the connector rules and data mapping rules.

Ans: You configure the Connector Accelerator when your Process Commander application uses a SOAP connector to communicate with a Web service. The Web service’s WSDL is imported by the Connector Accelerator, which then generates the following rules:

19) How are Connect HTTP rules different from Connect SOAP rules and for what purposes are they used?

When you want your PRPC application to send XML or string data (regular text) as messages to an external system without having to abide by standards messaging protocols like SOAP, you use these rules.

The rules currently operate very similarly to SOAP rules, but neither produce nor consume WSDLs. They also cannot be produced by the integration wizard. Use these guidelines rather than unique Java code when sending HTTP requests to outside systems.

Using the HyperText Transport Protocol, the HTTP integration interface enables communication between your Process Commander applications and other systems.

When you want your Process Commander application to send XML or string data (text) as messages to an external system without having to adhere to messaging standards or protocols like SOAP, you should use HTTP connector rules.

20) What types of rules typically go into place at the enterprise level and what rules would you create at the implementation level? How can we achieve reusability in Pega?

Ans: By developing enterprise-level rules that will be used by various applications within an organization, we can achieve reusability in Pega. In general, rules that are generic and intended to be used by several applications, like connectors and services, are entered at the enterprise level, while rules that are unique to a single application, like flows and activities, are entered at the application level.

Ans: The best way to handle many computer input procedures is to present a user with a series of straightforward forms that each have one or a few questions on them. After submitting a form, a user receives another straightforward form (with additional questions) that could be influenced by previous responses. Users can go back at any time to review or modify earlier responses.

Users can navigate a screen flow execution at runtime using one of three runtime presentations:

In a breadcrumbs control, completed tasks (designated as entry points) show up as blue rectangles. A user selects a rectangle to return to that task.

At the top of the action area, tabs for both completed and upcoming tasks (marked as entry points) are visible. Completed tasks contain with a check mark.

No breadcrumbs control or tabs appear. When the button appears, the user can go back to a completed task that is designated as an entry point.

Ans: No. However, the values can be copied to the top level or indirectly exposed through instances of an Index-class and then used as criteria for a report if the application requires a column corresponding to embedded property values.

An agent is a server-based internal background process that carries out regular operations. Agents perform system tasks like sending email notifications about assignments and outgoing correspondence, creating updated indexes for the full-text search feature, synchronizing caches across nodes in a multiple node system, and more. They also route work in accordance with the rules in your application.

Agents are defined by Agents rules (Rule-Agent-Queue rule type). Through data instances of the Data-Agent-Queue class, agents are enabled and scheduled. The Agent Queue data instances are configured with the pattern (periodic/recurring) and interval (amount of seconds the agent waits before restarting) for the Agent rule.

Author Bonjour. As a curious dreamer mesmerized by different languages, I contribute to Asha24 in an effort to make technology seem enjoyable.

Pega Interview Questions for Freshers
  • What do you mean by workspace or studio in the context of Pega? …
  • Explain about classes in Pega. …
  • What do you mean by a work object in the context of Pega? …
  • What do you understand about DCO in Pega? …
  • What do you know about SLA in the context of Pega? …
  • What are the different types of SLA?

Pega – CASE TYPES || CASE MANAGEMENT || Software Job Interview || Harsha Trainings

Q. What is a harness in Pega?

In Pega, harnesses are used to specify the appearance and functionality of user forms in any application required for the production of work items and the processing of assignments.

Q. How to create a work object in Pega?

The steps to create work objects in Pega are-

  • Add a button such as a section or a header.
  • Expand the cell property within the button and click on the action tab.
  • To the button, add an action set.
  • Add focus class as well as flow name to the button.
  • Catch the present work object ID with “Param.prevRecordkey”.
  • Using “Obj-Open-By-Handle”, open the case
  • Using Page-Copy, copy the data from pagers.
  • Frequently Asked Pega Interview Questions

    To verify all the properties on a page, use the page-validate method. In the event that a page contains embedded pages, this method iteratively checks each property. This process uses a lot of system resources and is time-consuming. Use the Obj-Validate method and a Rule-Obj-Validate rule to validate specific properties. Restrictions on property value are imposed using the property-validate method. To impose restrictions, combine the Edit validate rule with the Property-Validate method. You can validate multiple properties using the Property-Validate method.

    A well-known rules engine and BPM tool from Pega Systems, Pega/PRPC is gaining popularity among major corporations. The Pega/PRPC instance is built by architects and developers, with administrators and even some business analysts having the option to alter workflow rules in-flight. Infact, their motto itself is “Build for change”. The objective is to “eliminate software coding,” “automate manual work,” and build complex enterprise-level systems with features out-of-the-box.

    Pegasystems Inc. is an American software company based in Cambridge, Massachusetts. Pegasystems was established in 1983 and produces business process management (BPM) and customer relationship management (CRM) software. Financial services, life sciences, healthcare, manufacturing, insurance, government, high tech, communications and media, energy, and utilities are among the sectors in which Pegasystems specializes. The business declared in 1996 that it would list its shares for trading on the NASDAQ (PEGA) stock exchange. The business has acquired several businesses since 2010, including Antenna Software, Firefly, Open Span, MeshLabs, and Chordiant. The Company’s core product is the Pega 7 software platform.

    PEGA is a platform that offers a methodical approach for developing and deploying process-oriented and rule-based applications. Examples of applications where process and rules are an essential component of application development include business process management, customer relationship management, decision management, and case management solutions. A Designer studio from PEGA serves as an Integrated Development Environment (IDE) for creating applications. The fact that this Designer studio is web-based and allows developers to work and produce solutions from any location in the world is its best feature.

    That’s how it works in the utopia world. But in the real world, you need good developer support. Therefore, the less code you have, the closer you are to having a true BPM tool. Software coding might be reduced drastically. But to make changes or add functionality, you still need people with development experience who can incorporate suggestions from business analysts. Because Pega/PRPC is quite pricey, they primarily target businesses that can afford such a luxury.

    FAQ

    What is the case management in PEGA?

    Case management provides a holistic, responsive approach to automating work. It connects various systems to manage work, making you think of your mission-critical processes as occurring in stages. Case management directs work toward its goal rather than just tracking tasks.

    What are the important topics in PEGA?

    Exam topics (% of exam)
    • Describe a data object; group related data.
    • Configure data types, create data objects.
    • Identify and create calculated values.
    • Make data accessible to a program; include records of data in a data type
    • Integrate with external applications.

    What is PEGA PRPC?

    A framework for developing and deploying business process management, customer relationship management (CRM), decision management, and case management systems is called Pega Rules Process Commander (PRPC). Pega PRPC is a Java-based backend-based automated tool from Pega. It’s also perfect for BPM software.

    What is PEGA tool?

    Popular Business Process Management (BPM) tool PEGA was developed using Java ideas and enables users to make changes more quickly than Java-based applications. PEGA is primarily used to lower costs and enhance business operations. PEGA was developed in Java using OOP and Java concepts.

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