Business Architect Essentials Student Guide

Description

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