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Pega Key Concepts and Rules Guide

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0% found this document useful (0 votes)
106 views15 pages

Pega Key Concepts and Rules Guide

Uploaded by

Sothapalz Edit
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
You are on page 1/ 15

1. What is pzInskey?

Pega defined property


it is primary key in the table , used to unique identify the record.

2. Validate and edit validate rule.


Validate rule - used to check any conditions against business logic
eg: Age must be above 20, Vehicle purchased date must be five years old
validate rule called from the flow action
Server side validation

Edit validate rule - used to check the formats or patterns


eg: mobile number, expiry date, passwords, CVV number
referred to on the property directly
client side validation

3. What is Agent?
rule type in pega used to perform the background jobs
eg: Send an birthday email to all the customers on every day
used in pega 7 versions, from Pega 8 we use Job Scheduler and Queue
processor.
Agent execution time is high ,affects the performance of the application.
this will be learnt in CSSA

4. What is Integration in pega?


used to connect with the third party / external application or server or
database.
when use intergration, the rules that created as the part of the integration
concept gets stored in the
integration ruleset.

5. What is Services and Connectors?


Pega interacts with the external application for requesting the data -
Connector rule type.
eg: Retrive the country details from the external database

Pega interacts with the external application to provide data - Service rule
type
eg: Candidate details as the part of the job requested application is given
to another application to fetch
the candidate details.

Service SOAP - exchange data in the XML format


Service REST - exchange data in the JSON format
Connect SOAP/ Connect REST

6. what is API in Pega?


API - Application Programming Interface
API are the services that be consumed by any applications.
eg: Payment API, Display the bank details depending on IFSC Code, SMS
Pega also has many API inbuilt which can be consumed by any third party
applications. ( REST API)
eg: App API, DevOps API, Data API etc

7. What is Rule Engine in Pega?


when Pega was built, it was called as Pega Rule Engine. It is a repository to
store and process all the rules
at one place.
During the rule resolution process, rule engine contains all the rules which
helps pega to pick up the rule
to execute.

8. What is a Rule Cache in Pega?


Rule Cache is a in-memory collection of all the frequently used in the
applications.
when pega executes the rule resolution algorithm, first check the rule cache.
if the rule is available,then
pega will pick up the rule to execute.
otherwise Pega would run a separate subprocess to populate the rulecache.

9. What is Rule resolution ?


it is an algorithm used by pega to pick up the correct rule to execute at the
runtime.
the combination of Identifier, Applyto:class, Ruleset and version - makes the
rule unique.
this combination play an important role to pick up the right rule to execute.

10. what is the purpose of data page?


data page caches data on demand and store them into the clipboard.
every time to access the data from the database, which affects the
performance. the respective server might
be busy in handling so many transactions.
if the data is on demand data and does not change frequently, cache the data
locally into my application server
(clipboard)
next time when we access the data, the data can be accessed from the
clipboard instead of accessing the data
from the database.

11. How do you find duplicate case in pega?


using search duplicate cases
here we have 2 conditions 1. Basic condition 2. weighted condition
first the basic condition is checked. if met, then check the weighted condition
if the sum of the weighted conditions exceeds threshold value, then case is said to
be duplicate case.

12. Rules, rule type and Rule categories


rule categories are used to organize the rules.
each rule category contains rule type
rule type is a template or a format to create the rule.
Rule is an instance of the rule types.

13. How to call one section from another section ?


yes we can call.
Embedded Section.
choose the page context, class and section name

14. what are the property modes in Pega?


types : Value mode and Page mode.
Value mode - property that holds a single values.
3 types :Single Value, Value List and Value mode
Page mode - collection of single value elements.
3 types - Page, Page List and Page Group

Configure view -> add a property with Embedded data - Single record - Page
/Field Group

List of Records - Page list/ Field Group(list)


15. what is Data Transform?
rule type in pega belongs to data transform
used to set, manipulate , copy and populate data to/from the data pages.
used to intialize default values in the applications
pega uses 2 OOTB DT -pyDefault and pySetFieldDefaults
eg: in my mobile connection case type, copied the data form Permanent to temporary
address
when we click on the respective button, in the prepaid plan, the respective
plan is added to cart using DT

16. Data pages scopes


Node - data is accessible to all the users in the application
eg: amazon landing page visible to all the users
Requestor - data is accessible to the respective user who has logged in
eg: to see the order details, the user must be logged in
Thread - data is accessible for the current case.
eg: open the clipboard, we can click on the case id, show the current case
details.

17. Why it is necessary to specify the access group when the scope is node?

if the respective data page is of node scope, it can be used all the
users(requestors) who are accessing the
application in this scope.
rule resolution will pick the work based on the user access group generally for the
requestor scope.
but for the node there can be different requestors withh different access groups.
hence specifying the
access group manually will help to ensure the rule is visible to all the users.

18. Types of Layouts :


Table Layout
Dynamic Layout
Repeating Dynamic Layout

19. Skin rule in Pega?


Skin rules defines the complete presentation format of the application (over
all look and feel)
it is defined on the application rule.
Skin uses Theme to define the complete presentation format of the application

20. Routing in Pega?


used to ensure that the right work is assgined to the right user based on the
user availability / Skills/
workload of the user
1. Assignment level - Current user, specific user, work queue, custom and
business logic
2. Approval based routing
single level approval
cascading approval - authority matrix and reporting structure

21. Where we can find the case data on the clipboard?


under the user pages.
pyWorkPage

22. Where we can find the parent and child case data on clipboard?
when the parent case runs - data is on the pyWorkPage
once the child case is started,
the parent case data is now available on pyWorkCover
child case data is available on pyWorkPage

once the child case is completed, the parent case data


is now available on the pyWorkPage

23. Transfer data from child to parent case:


Data Progagation?
1. in the app studio, create case shape, Transfer information to new case.
2. in the dev studio, create case shape, use data transform
3. in the app/ dev studio, under the case type settings we can use data
propagation

24. Transfer data from the parent to child case:


we need to manually perform this :
1. Data transform
2. Activity
3. update case shape.

25. Access Group and Access Roles


Access Group determine which application and portal that the user can access.
Access Roles determine the job function that the user can do in the
respective portal.

26. ECS - Enterprise Class Structure


create a hierarchy of the application , where the rules
can be placed in the respective layer therefore promote
concept of reusability and efficiency in application
development.
( Framework and Implementation)
Concept behind is SLC.
practically SLC is achieved using the concept of ECS

27. What is Obj-open and obj-handle method in activity?

Obj-open will search all the instances of the record in


the respective page based on all the primary key values.

Obj-handle will search the instances of the record


only based on the pzInskey
when we search record based on pzinskey, searching
becomes faster because it has index with it.

28. What is Obj-browse method in activity?

Obj-browse search all instances of the class and retrieve


an array of embedded pages.
eg: retrieve all records from student table whose department is CSE

29. what is workObject / Work Item?


it is a Case.
runtime execution of the case type.
successful outcome of the business transaction

30. Difference between append and append map to method in DT

Append - used to copy a page into the target.


here the source and target can be same classes

Append and map to : used to append a page to the target page list
property.
here the source and target can be from the different classes too.

31. what is decision table in pega?


belongs to decision rule category.
"cascading if..else statement" in programming

if Condition 1 { Execute }
else if Condition 2 { execute }
else if condition 3 { Execute }
..
else {execute}

Check a continouse sequence of conditions, depending on what


condition is met , those can be executed.

32. What is decision tree in Pega?


belongs to decision rule category
"nested..if else statement " in programming

if ( Condition 1)
if (condition 2)
{execute}
otherwise
if (Condition 3 )
if ( Condition 3)

series of complex conditions executed or checked


eg: series of feedback questions asked to a customer suggestion
the best choice or the plan.

33. use of parameters in the rule.


To make the rule re-usable.
Rule is dynamic now , it can be customized according to the
customer requirements

34. Types of Ruleset


Application ruleset, Organization ruleset,
Production Ruleset, Personal Ruleset,
Branch ruleset

35. Difference between work queue and worklist


work queue -set of assignments assigned to a group of users.
any one can pick up the task. also called as workbasket
work list - set of assignments assigned to a single user.

36. Types of locking in Pega?


2 types:
Allow one user
Allow multiple user

Allow one user or Default locking or pessimistic locking


Allow multiple user or optimistic locking

37. Types of Classes in Pega


Abstract class - where these classes are general, which are resused
or inherited by other classes.
any class that is abstract, cannot be instanitated.

Concrete class -the classes are more specific.


they inherit the features from the parent classes.
these classes cannot instaniated.

38. What is Joins in Pega?


Joins used to retrieve data form more than one table.
eg: Class joins, subreports ( learnt in CSSA contents)

39. Difference between Obj-method and RDB methods in activity?

Obj - methods will help developer to use the inbuilt functionality


to configure the logic.
these methods will be internally converted into the SQL query
in the background.

RDB methods - will help developer to write/create SQL query manually.


used only in terrms of complex requirement.
if any requirement is not implemented using Obj-methods then we can use
RDB methods

40. Can we call Decision table from the data transform?


yes
in the DT, inside the expression builder using ObtainValues functions.
@DecisionTable.ObtainValues( )

41.we can call these in the activity.


Run Activity -> Property-Map-DecisionTable method.

42. What is temporary case in Pega?


when the case gets the run, after respective transaction gets
completed, then only the case id will be generated.

43. Property-Validate in Activity:


used to check the property against the given requirement
based on 2 factors 1. edit validate rules 2. non null value.

44. Obj-Validate in Activity


used to apply validate rule on the object identified by the
primary or the step page.

45. Page -Validate


used to validate all properties defined on the page against
the respective requirement

46. Difference between clipboard and Tracer


Clipboard used to check the current case data
Tracer used to trace the end to end events in the applications.
Tracer will help to find the root cause of the issue.

47. What rules we can call flow action ?


Data transform, Activities, Data pages, Robotic automation

48. Types of Flow rules in Pega?


Process Flow, Screen Flow(multistep forms), Parallel flows,
spin off

49. Flow and Flow action in Pega


Flow represent the business process. set of symbols connected
each other to execute the business transaction
once the flow reaches the assignment shape, it calls the flow action
to present the user form on the respective portal.

50. What is harness?


Harness present the work area to perfom the actions.
eg: New harness, Perform harness, Review and confirm harness.

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