Design a case lifecycle, stages, set case statuses, add instructions to tasks Add a service level agreement; configure urgency, goals, deadlines, passed deadlines Route assignments to users, work groups, work queues Configure approval processes; cascading approvals, authority matrix Configure and send email correspondence Identify duplicate cases Identify and add optional actions Automate workflow decisions using conditions Pause and resume case processing; wait steps Skip a stage or process Configure child cases Understand when to use automation shapes Automate decisions using decision tables and decision trees Create and manage teams of users

Configure data types, create data objects, data relationships, and field types Identify and create calculated values Validate data; create and configure data validation rules by using business logic Manipulate application data, set default property values, configure data transforms Access sourced data in a case; refresh strategies; populate user interface controls Save data to a system of record Simulate and add external data sources Capture and present data; fields and views View data in memory; clipboard tool, pyWorkPage

Use unit test rules Create and execute scenario-based test cases Identify best practices for configuring unit tests

Customize user interface elements, dashboards, portal content, configure action sets Customize form appearance, visibility settings, controls Add and remove fields Group fields in views Display list data in views; configure repeating dynamic layouts Localize application content Enable accessibility features in an application

Manage application development; user stories, feedback, bugs Use the Estimator to scope a Pega Platform project Create and maintain rules, rulesets, classes, inheritance Debug application errors

Describe the four phases of a Pega Express Delivery and terminology Articulate the benefits and best practices of Pega Express delivery Document decisions and actions to confirm the technical architecture Fill the backlog with user stories that are ready to be built Describe the process and benefits of Directly Capture Objectives (DCO)

Design a case lifecycle: stages, case statuses, add instructions to assignments Add a service level agreement: urgency, goals, deadlines Route assignments to users, work queues Design an approval process Configure and send email correspondence Identify duplicate cases Add optional actions to a workflow Understand when to use automation shapes Skip a stage or process Create a child case Automate workflow decisions using conditions Pause and resume case processing: wait steps Calculating fields using decision tables

Create data objects, data relationships, and field types Identify and create calculated values Identify the role of data records in applications Validate data; create and configure data validation rules using business logic Capture and present data: fields and views

Customize user interface elements: dashboards, portal content Configure action sets

Manage application development: user stories, feedback, bugs Use the Estimator to scope a Pega Platform project

Define the Enterprise Class Structure Create an application with the New Application wizard Understand the rule resolution process; adjust rule availability Identify how circumstancing affects application behavior Circumstance rules on a single variable or multiple variables Differentiate between a queue processor and a job scheduler Identify the role and elements of activities in case processing Automate actions when a property value changes Promote rule reuse with relevant records Identify the role and impacts of application versioning; Use of ruleset skimming Configure and validate application rulesets Branch rulesets for parallel development Migrate an application; use of product rules

Differentiate between work groups, work queues, and organizational structures Configure parallel processing for cases Manage concurrent case access; locking strategies Configure flow action pre- and post-processing Extend service-level agreement configurations

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Validate data against a pattern Identify use cases for keyed data pages Exchange data with other applications Manage integration settings Address integration errors in connectors Expose an application with a web service

Distinguish between role-based, attribute-based, and client-based access control Organize and manage case attachments Secure data with data encryption Track and audit changes to data

Recognize the significance of Center-out business architecture and its importance in designing Pega enterprise applications. Understand deployment options; how deployment choices affect design decisions. Incorporate application monitoring and performance. Use distributed application case interactions. Leverage Pega applications; Identify when to incorporate other Pega products. Know about Multitenancy architecture and High availability features Awareness of features like Pega Process Fabric, Pega Mobile, and Pega Intelligent Virtual Assistant Knowledge on Hazelcast , Containerization, and Cloud deployment architecture Aware of Agile Workbench and Agile Studio functionalities

Apply production deployment best practices. Define a release pipeline. Identify continuous integration and delivery tasks. Develop deployment strategies. Assess and monitor quality. Design and automate Testing strategies.

Analysis of Microjourney in designing Pega applications. Know about design approach in application structure Pega Express best practices and Case design patterns. Design an effective case structure, Design case hierarchy. Evaluate when to use circumstance, class, ruleset, and application specialization. Understand how specialization layers can be designed

Data relationship fundamentals. Greenfield data modelling and extend existing data model. Usage of Pega data pages and Data virtualization layer. Design a case data model to support reuse and integrity. Maintain data integrity & best practices. Dynamic class reference and polymorphism in data modeling. Extend an industry foundation model. Know the benefits of using an industry foundation data model.

Determine the appropriate authentication model/strategy for a given use. Determine the appropriate authorization model for a given use case; role vs. attribute-based access. Identify and configure roles and access groups for an application. Establish dependent roles hierarchy. Determine the rule security mode. Identify security risks and potential vulnerabilities. Detect and mitigate possible attacks. Secure a Pega application in production. Use security event logging. Use security best practices.

Identify the necessary architecture components for Pega Robotic Automations. Differentiate between the different architecture requirements for attended and unattended automations. Define the role of package storage in a Pega Robotic Automation. Communicate the role of Pega Robot Runtime in robotic automations and how it interacts with other applications. Describe the appropriate business use cases for Pega Robotic Process Automation. Explain what interrogation is in the context of a Pega Robotic Automation. Create a project through Quick Start. Describe the different project items in Pega Robot Studio. Navigate the Pega Robot Studio environment. Determine the correct Tool area of Pega Robot Studio based on development need.

Define the different types of step creation available in Intelligent Recording. Articulate the pros and cons of each type of step creation. Describe how to use the recording assistant after recording the steps for an automation. Describe interrogation within the context of a Pega Robotic Automation. Differentiate between the elements created during interrogation. Describe the purpose and use of the Interrogation Form. Differentiate between web and Windows interrogation. Restate the purpose of Global Web Pages during interrogation. Differentiate between different interrogation options on the Interrogation Form. Explain the purpose of performing application discovery. Describe when and how to use Microsoft Edge in IE compatibility mode. Restate the purpose of containers in a robotic project. Describe interrogating a single-page application. Articulate how to interrogate an HTML table.

Describe relationship between the Palette and automations. Describe the use of the Palette in automation development. Create an automation. Identify types of automation links and their relation to threading. Describe how automations are used with other automations and the project workflow. Create an automation as a sub-automation using the Label/Jump To components. Describe the importance of control availability in automation workflow. Describe how to access variable creation in a robotic automation. Restate the purpose of comparisons and expressions. Explain the expression input parameters. Describe the use of the utility components for strings, dates, times, and files. Differentiate the use and parameters of the Looping components. Describe the use and parameters of Wait components.

Recognize the reasons for using debugging for Pega Robot Studio. Implement the debugging process for the Run and Test modes. Use the keystrokes or toolbar options to step in, step over, and step out during a debugging process. Evaluate data values in an automation during debugging. Analyze the diagnostic settings to produce the necessary diagnostic log files. Implement a diagnostic log component to an automation to include specific text in a log file. Identify the new selections within the Tools menu to access the diagnostic log files. Use the project analysis feature to diagnose possible issues before deployment.

Differentiate the uses of attended and unattended uses and benefits. Differentiate between the architecture of how both attended and unattended automations function. Describe how and where to invoke automations. Recognize the which properties are available for data input/output for automations. Describe the statuses/messages returned by automations. Restate the necessary implementation options for messages for both attended and unattended automations. Configure the necessary settings for a robot activity to begin development of attended/unattended automations.

Customer Decision Hub overview Customer Decision Hub predictions

Adaptive models Monitoring adaptive models Exporting adaptive model data

Creating predictions and predictive models MLOps

Creating and understanding decision strategies Defining prediction patterns

Text analytics for email routing Using entity extraction with chatbot channel

One-to-one customer engagement Optimize the customer value in the contact center Essentials of always-on outbound Define the starting population

Define and manage customer actions Present a single offer on the web Define an action for outbound

Avoid overexposure of actions Avoid overexposure of actions on outbound Limit action volume on outbound Define customer engagement policies Create an engagement strategy Customer journeys

Create and understand decision strategies Create engagement strategies using customer credit score Create eligibility rules using customer risk segments Action arbitration Action prioritization with AI Prioritize actions with business levers

Agility in a customer engagement project Change management process Building your business operations team Life cycle of a change request Change request types Launching a new offer on web Updating existing actions Implementing business changes using Revision Manager