deck_9647874 Flashcards

1
Q

<p>Which ECS layer contains the assets used on an enterprise-wide basis?</p>

A

<p>Organization Layer</p>

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2
Q

<p>What ECS layer would you put a customer account number property that is reused across an online retailer's business?</p>

A

<p>Organization Layer</p>

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3
Q

<p>The \_\_\_\_\_\_\_\_\_\_\_\_ layer also contains enterprise-wide data assets such as classes and rules for data stored in the system, and classes and rules for data access to data in external systems, via connectors. (for example, access to an external customer database is an integration point that may be added in this layer)</p>

A

<p>Organization</p>

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4
Q

<p>Which ECS layer contains assets used on a division-wide basis? This layer is the middle level of the three-level organizational hierarchy (Org-Div-Unit) and is available for use in every application.</p>

A

<p>Division</p>

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5
Q

<p>Assets in the \_\_\_\_\_\_\_\_\_\_\_ layer may apply to a line of business, region, or brand. (For example, a line of business wants to reuse a service level rule that defines the expected response time to a customer complaint in all of its applications.)</p>

A

<p>Division</p>

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6
Q

<p>Which ECS layer is optional? (This layer can be used to manage the reuse of rules and other application assets)</p>

A

<p>Division Layer</p>

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7
Q

<p>Which ECS layer contains assets that can be extended in specific implementations?</p>

A

<p>Framework Layer</p>

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8
Q

<p>The \_\_\_\_\_\_\_\_ layer may be comprised of one or more generalized applications, such as a standard Pega application for a specific industry, or an extendable custom application</p>

A

<p>Framework</p>

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9
Q

<p>Which ECS layer defines an application customized for a specific division or line of business?</p>

A

<p>Implementation Layer</p>

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10
Q

<p>The \_\_\_\_\_\_\_\_ layer application may extend one or more framework layer applications.</p>

A

<p>Implementation</p>

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11
Q

<p>For example, a clothing retailer consists of two brands of stores. One brand focuses on the upscale clothing market, while the other brand runs a value-oriented chain of stores. Each brand needs to manage item returns. The retailer can develop a generalized application that manages clothing returns in the framework layer. Each brand can then create its own \_\_\_\_\_\_\_\_ layer to customize the returns process. Each customized application contains brand-specific assets, such as styling and policies.</p>

A

<p>Implementation</p>

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12
Q

<p>Try to make a question out of the picture</p>

A

<p>Try to make a question out of the picture</p>

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13
Q

<p>What is the purpose of the Enterprise Class Structure (ECS)?</p>

<ol> <li>ECS provides a structure supporting rule reuse</li> <li>ECS is used to alter the performance of the Pega Platform</li> <li>ECS documents industry or enterprise standards that applications must contain</li> <li>ECS references single-value properties and complex properties</li></ol>

A

<ol> <li>ECS provides a structure supporting rule reuse</li></ol>

<p><em>ECS has layers designed to hold rules specific to that layer. The placement of rules within ECS is a determining factor in how they are used.</em></p>

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14
Q

<p>You have a requirement to create an email correspondence that can be reused by other applciations. In which two layers of the ECS could you apply the email correspondence rule? (choose two)</p>

<ol> <li>Division</li> <li>Implementation</li> <li>Pega Platform</li> <li>Organization</li></ol>

A

<p>1. Division</p>

<p><em>Assets in the Division layer are available for use in applications</em></p>

<p>4. Organization</p>

<p><em>The Organization layer contains the assets used on an enterprise-wide basis. Assets contained in the Organization layer are available for use in applications</em></p>

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15
Q

<p>Which layer of the ECS contains generalized assets that are then extended by specific implementations?</p>

<p>1. Division</p>

<p>2. Framework</p>

<p>3. Implementation</p>

<p>4. Organization</p>

A

<p>2. Framework</p>

<p><em>The Framework layer contains assets used to create generalized, reusable applications. A framework application is then extended by specific implementations</em></p>

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16
Q

<p>The initial application created by the New Application Wizard contains a set of rulesetes for the application and organizational assets.</p>

<ul> <li>True</li> <li>False</li></ul>

A

<p>True</p>

<p><em>When the application is generated, two rulesets are created for the application and two are created for organizational rulesets.</em></p>

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17
Q

<p>You create the initial application rulesets using the New Application Wizard. Which application ruleset is used for rules related to integration?</p>

<ol> <li>GogoRoadApp</li> <li>MyTownApp</li> <li>HRApps</li> <li>MyTownAppInt</li></ol>

A

<p>4. MyTownAppInt</p>

<p></p>

<p><em>The rulesets ending in Int are used for rules related to integration</em></p>

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18
Q

<p>What kind of rule can we use when faced with the following example?</p>

<p>Company responses to customer complaints are within one business day. For customers with silver status the company responds in 5 hours and customers with gold get a response in 2 hours.</p>

A

<p>We can use a<strong><u>circumstanced rule</u></strong>here to handle this complexity.</p>

<p></p>

<p><em>Alternatively we can use SLA's to apply 3 different response intervals in a process with 3 different assignments and the SLA's applied to each of the assigments. This causes us to change 3 assignments instead of one if the prcoess changes.</em></p>

<p><em>Complex exceptions that depend on combinations of factors become difficult to maintain and update.</em></p>

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19
Q

<p>What type of rule can be used to handle the specific conditions of the bank listed below?</p>

<p>Bank of America offers the following promotions that reduce or wave fees for customers meeting the criteria:</p>

<ul> <li>A new customer recieves 100 cummission-free trades for the first 3 months after opening an investment account</li> <li>A customer recieves a rebate on commissions as long as the daily balance in their investment account exceeds certain thresholds (varys on account type and country)</li> <li>A customer who refers a friend to the bank recieves 10 commission free trades per month for 6 months</li></ul>

A

<p>In this scenario we would handle it with a circumstanced rule.</p>

<p></p>

<p><em>In Pega applications, you model complex exceptions through circumstancing. With circumstancing you create a variant of a rule, such as a decision or a service level, tailored to the specific circumstance.</em></p>

<p></p>

<p><em>Circumstancing allows you to customize the behavior of your application to address each exception condition you identify using a collection of targeted rules, rather than one complex and difficult to maintain rule.</em></p>

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20
Q

<p>True or False: Circumstancing allows you to customize the behavior of your application to address condition exceptions using a single complex rule.</p>

A

<p>FALSE</p>

<p></p>

<p><em>Circumstancing allows you to customize the behavior of your application to address each exception. You create a variant of a rule tailored to a specific circumstance.</em></p>

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21
Q

<p>What is the base rule in the following situation? Why?</p>

<p></p>

<p>Consider a company with different response time obligations for elite and non-elite customers. The response time for non-elite customers is the expected behavior.</p>

A

<p>The base rule in this situation is the non-elite response time because this is the expected behavior.</p>

<p></p>

<p><em>First you create the base rule that covers the majority or expected outcome, then you identify and exceptions to the expected behavior for circumstanced rules.</em></p>

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22
Q

<p>True or False. You can circumstance a rule according to one or<strong><u>more</u></strong>conditions?</p>

A

<p>TRUE</p>

<p></p>

<p><em>A condition can be one variable, multiple variables or the processing date.</em></p>

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23
Q

<p>\_\_\_\_\_\_ rule variant is effective whenever the value of a single property satisfies the circumstancing condition.</p>

A

<p>Single Value</p>

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24
Q

<p>\_\_\_\_\_\_ rule variant is effective whenever the combination of property values satisfies the circumstancing condition.</p>

A

<p>Multiple Value</p>

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25
Q

<p>Multiple value circumstances are based on a \_\_\_\_\_\_ and \_\_\_\_\_\_.</p>

A

<p>Circumstance Template and Circumstance Definition</p>

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26
Q

<p>The \_\_\_\_\_\_ defines the combination of conditions in which a property uses a variant of a rule.</p>

A

<p>Circumstance Definition</p>

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27
Q

<p>\_\_\_\_\_\_ rule variant is effective after a certain date or during a range of dates.</p>

A

<p>As-of Date</p>

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28
Q

<p>\_\_\_\_\_\_ rule variant is effective whenever the value of a date property satisfies the circumstancing definition.</p>

A

<p>Date property</p>

<p><em>This condition can either be a single date or a range of dates. The As-of date rule variant is slightly different because it is applying after a specified date or date range. Unlike the <u><strong>date property, which allows you to specify a comparison date such as a birth date</strong></u>, the <u><strong>As-of date property uses the system date/time as the date comparison.</strong></u></em></p>

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29
Q

<p>You have two options for overriding a circumstanced rule: \_\_\_\_\_\_ rule or \_\_\_\_\_\_ a rule.</p>

A

<p>flag a base rule or withdraw a rule</p>

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30
Q

<p>True or False? Circumstanced rules have the same name as a base rule.</p>

A

<p>TRUE</p>

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31
Q

<p>How do you flag a rule as a new<strong> base version</strong> in order to get rid of any circumstancing on that rule?</p>

A

<p>Copy the rule to a higher RS version and mark it as a base rule by checking the box.</p>

<p></p>

<p><em>This tells the rule resolution algorithm to ignore all previous occurrences of the rule in the same major but different minor/patch version.</em></p>

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32
Q

<p>How would you get rid of circumstancing on a rule by withdrawing it?</p>

A

<p>When a circumstanced rule is withdrawn all previous occurrences of this rule in the same major but lower minor/patch versions having the same circumstance type are withdrawn</p>

<p></p>

<p><em>Rule resolution then selects the base version of the rule despite meeting the circumstanced condition.</em></p>

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33
Q

<p>What rule is selected in rule resolution when a borrower has HighRisk accoring to our ruleset and the contained rules? (see picture)</p>

A

<p>The flagged rule is the correct rule resolution for this scenario. The flagged base rule is a higher priority then the rule with the values of HighRisk. In this case the lower ruleset version (01-01-01) with the two circumstanced rules is obsolete.</p>

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34
Q

<p>Which rule would be selected by the rule resolution algorithm in this scenario? (Borrower with a low risk of default)</p>

A

<p>In this scenario the correct rule resolution for a borrower with a low risk of default in this example is the rule in the MyCoLoan ruleset version 01-01-01.</p>

<p>The higher version of MortLoan in the MyCoLoan ruleset is<strong>Withdrawn.</strong>A withdrawn rule hides a prior circumstanced version and reverts to the base rule.</p>

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35
Q

<p>Which of the following statements are true about single variable rule circumstancing?</p>

<ol> <li>The base rule is a backup rule in case the circumstanced rule is deleted</li> <li>A circumstanced rule is always created in the next higher ruleset verison</li> <li>The base rule is created by removing the circumstancing condition from a rule</li> <li>The name of the circumstanced rule remains the same as the name of the base rule</li></ol>

A

<p>4. The <strong>name of the circumstanced rule</strong> remains the <strong>same </strong>as the <strong>name of the base rule.</strong></p>

<p><em>Circumstanced rules have the same name as the base rule. It is crucial to note the ruleset version for rule resolution.</em></p>

36
Q

<p>Which two of the following requirements are satisfied by configuring single-variable circumstancing of a rule? (choose 2)</p>

<ol> <li>During an auto insurance claim, if a customer is located in Canada, it is required that a collect information form prompts an agent to enter a date of last service</li> <li>Contractors located in the US are sent Form 1A, contractors in Canada are sent Form 1B, and contractors located in the UK are sent Form 1C</li> <li>Silver-level customers have a guaranteed response time of 24 hours, whereas gold level members have a response time of 12 hours</li> <li>If an expense request exceeds 1000 dollars, it is routed to the Business Manager. If the request is over 10000 dollars it is routed to the Vice President of Finance</li></ol>

A

<p>2. Contractors located in the US are sent Form 1A, contractors in Canada are sent Form 1B, and contractors located in the UK are sent Form 1C</p>

<p><em>This is a good example of using circumstancing to evaluate an example property value of .ContractorLocation to determine which email attachment to send during case processing.</em></p>

<p>3. Silver-level customers have a guaranteed response time of 24 hours, whereas gold level members have a response time of 12 hours</p>

<p><i>This is a good example of evaluating an example property of .CustomerLevel for a Gold or Silver value, which would change the SLA. SLAs must be configured on a per-rule basis, and circumstancing allows to select different rules based on the property value evaluation.</i></p>

<p>--------------</p>

<p><em>Review the reasoning behind the other answers not working: for the auto insurance claim, you can configure this solution by using a visible When condition to evaluate a property.</em></p>

<p><em>For the expense requests, you can use simple business logic for routing and does not require special circumstanced rules.</em></p>

<p></p>

37
Q

<p>Create a <u><strong>\_\_\_\_\_\_\_\_</strong></u> todefine a set of conditions that your application evaluates at run time to determine whether a rule is available for rule resolution</p>

A

<p>Create a <u><strong>circumstance template</strong></u> todefine a set of conditions that your application evaluates at run time to determine whether a rule is available for rule resolution.</p>

<p><em>By defining the priority of circumstance definitions you control how your application behaves when one or more definition meets the specified condition</em></p>

38
Q

<p>\_\_\_\_\_\_\_\_\_ are circumstanced rules that are configured to reference other circumstance rules for the same base rules.</p>

A

<p><strong><u>Redirected rules</u></strong>are circumstanced rules that are configured to reference other circumstance rules from the same base rules.</p>

39
Q

<p>A \_\_\_\_\_\_ is the fallback rule selected by the rule resolution when no other cirumstance version's criteria is met.</p>

A

<p>A <u><strong>base rule</strong></u>is the fallback rule selected by the rule resolution when no other cirumstance version's criteria is met.</p>

<p></p>

<p><i>Base rules have no circumstance qualification</i></p>

40
Q

<p>True or False? We are able to specialize (circumstance) case types in Pega.</p>

A

<p>TRUE</p>

41
Q

<p>Use a \_\_\_\_\_\_\_\_\_\_ rule to identify properties for multivariate circumstanced rules.</p>

A

<p>Use a <u><strong>circumstance template</strong></u>rule to identify properties for multivariate circumstanced rules.</p>

<p></p>

<p><em>These rules define the value combinations for each of the properties defined in the circumstance template rule.</em></p>

42
Q

<p>What type of circumstancing would you use in the following scenario?</p>

<p></p>

<p>A bank waives account fees for customers who maintain an account balance of $10,000 and are residents of the US. For customers who are not residents of the US, the account balance must exceed $25,000.</p>

A

<p>Multi-variant Circumstancing</p>

<p></p>

<p><em>In this situation, you create a circumstance template to define the properties on which to circumstance the rule. You then createt a circumstance definition to specify the minimum balance of $25,000 and the exception for customers who are not residents of the US.</em></p>

<p><em>The circumstance template is the rule that defines the properties used to determine if the circumstance is applicable. In the minimum balance example, you first configure a circumstance template that defines .CountryOfResidence and .MinBalance as the two multivariate properties. For each circumstanced rule you must also provide a unique circumstance definition which defines the values for the circumstance template.</em></p>

<p><em>If .CountryOfResidence != US then .MinBalance = $25,000</em></p>

43
Q

<p>A \_\_\_\_\_\_\_\_\_\_ contains an array of properties such as .State, .Channel, and .ClaimAmount that reference property values in one or more \_\_\_\_\_\_\_\_\_\_.</p>

A

<p>A <strong><u>circumstance template rule</u></strong>contains an array of properties such as .State, .Channel, and .ClaimAmount that reference property values in one or more <u><strong>circumstance definition rules</strong></u>.</p>

44
Q

<p>True or False? Circumstancing provides a way to configure a complex rule with numerous permutations as several targeted and less complex rules.</p>

A

<p>TRUE</p>

45
Q

<p>If State = NY && RewardLevel = Silver, which rule is selected?</p>

A

<p>In this scenario, Pega would select the default highest ruleset. NY and Silver are not a circumstanced option, so the rule resolves to the highest default rule.</p>

46
Q

<p>Select 3 of the following tasks correctly and put them into the proper order:</p>

<ol> <li>Configure a circumstance record</li> <li>Configure a circumstance definition</li> <li>Create a circumstance definition for unaccounted circumstance values</li> <li>Configure a circumstance template</li></ol>

A

<p>Order:</p>

<p>4. Configure a circumstance template</p>

<p>2. Configure a circumstance definition</p>

<p>1. Configure a circumstance record</p>

47
Q

<p>Which of the following statements is true about circumstancing?</p>

<ol> <li>Multivariate circumstancing on start date and end date properties cannot also include additional circumstancing on a time property</li> <li>OrderDate is not a valid property to circumstance</li> <li>You need a template for circumstancing on more than one property</li> <li>When a circumstanced rule is withdrawn, rule resolution selects the next non-circumstanced rule in a higher ruleset version</li></ol>

A

<p></p>

<p>1. Multivariate circumstancing on start date and end date properties cannot also include additional circumstancing on a time property</p>

<p><em>Time can be specified along with date for the period definition</em></p>

<p>2. OrderDate is not a valid property to circumstance</p>

<p><em>OrderDate <strong>IS</strong> a valid property to circumstance. </em></p>

<p><u><strong>3. You need a template for circumstancing on more than one property: TRUE</strong></u></p>

<p><em>Multivariate circumstancing requires a template, while single value circumstancing does not</em></p>

<p>4. When a circumstanced rule is withdrawn, rule resolution selects the next non-circumstanced rule in a higher ruleset version</p>

<p><em>This is not necessarily true. Rule resolution would select the next non-circumstanced version of a rule if the base rule is selected after the withdrawn rule, even if there are circumstanced rules in higher RS versions.</em></p>

48
Q

<p>In which of the following two situations do you use circumstancing? (choose 2)</p>

<ol> <li>Employee PTO accrual rate varies by number of years in service</li> <li>A new manager is assigned to the team from the first of next month until the end of the quarter</li> <li>The sales tax rate changes at the first of next year</li> <li>Attach PDF file of expense list to approval request when total amount is more than USD1000</li> <li>Format requirements change for postal code address when a user selects US or Canada</li></ol>

A

<p>1. Employee PTO accrual rate varies by number of years in service</p>

<p><em>A decisioning rule is used for this task instead of circumstancing</em></p>

<p>2. A new manager is assigned to the team from the first of next month until the end of the quarter</p>

<p><em>The manager and teams are both data instances. Both can be changed as needed in a production system.</em></p>

<p><u><strong>3. The sales tax rate changes at the first of next year</strong></u></p>

<p><i>Circumstancing is helpful in such situations where calculations can <strong>change by current date</strong></i></p>

<p><u><strong>4. Attach PDF file of expense list to approval request when total amount is more than USD1000</strong></u></p>

<p><em>This is accomplished by circumstancing a flow rule with that criteria</em></p>

<p>5. Format requirements change for postal code address when a user selects US or Canada</p>

<p><em>This solution is configured using a When condition and an Edit validate rule. How can we codify when we can use a When condition/Edit validate? There was another one of these questions where I also got this wrong.</em></p>

49
Q

<p>Which of the following statements is true about the relationship between base rules and circumstanced rules?</p>

<ol> <li>A base rule is created by removing circumstancing condition from a rule.</li> <li>The name of circumstanced rule remains the same as the base rule</li> <li>A new circumstanced rule always gets created in next higher ruleset version</li> <li>A base rule is needed as backup if a circumstanced rule gets deleted.</li></ol>

A

<p>2.The name of circumstanced rule remains the same as the base rule</p>

<p></p>

<p><em>The name of the rule remains same, which is why it is crucial to pay attention to RS versions during rule resolution</em></p>

50
Q

<p>The \_\_\_\_\_\_\_\_ is the rule that defines the properties used to determine if the circumstance is applicable, whereas the \_\_\_\_\_\_\_\_ defines values.</p>

<p></p>

<p></p>

A

<p>The <u><strong>circumstance template</strong></u> is the rule that defines the properties used to determine if the circumstance is applicable, whereas the <u><strong>circumstance definition</strong></u> defines values.</p>

<p></p>

51
Q

<p>Based on the information below, if you execute the rule when.Dept=Accounting, which version does Pega Platform™ use?<br></br><br></br>Rule Version Circumstance</p>

<p>01-01-01 None<br></br>01-01-01 .Dept=Accounting<br></br>01-01-15 None<br></br>01-01-25 None, base rule selected<br></br>01-01-30 .Dept=Accounting<br></br>01-01-35 None</p>

<p>-----------------------------</p>

<ol> <li> 01-01-25, None, base rule selected.</li> <li> 01-01-01, .Dept=Accounting.</li> <li> 01-01-01, None.</li> <li> 01-01-30, .Dept=Accounting.</li></ol>

<p></p>

A

<p>4. 01-01-30, .Dept = Accounting</p>

<p><i>This version is the circumstanced version in the highest ruleset version above the ruleset in which the base rule flag was selected. All the rules before the base rule selected version are not applicable</i></p>

52
Q

<p>Based on the information below, if you execute the rule when.Dept=Accounting, which version does Pega Platform™ use?<br></br><br></br>Rule Version Circumstance</p>

<p>01-01-01 None<br></br>01-01-01 .Dept=Accounting<br></br>01-01-15 None<br></br>01-01-25 None, base rule selected<br></br>01-01-30 .Dept=Accounting<br></br>01-01-35 None</p>

<p>-----------------------------</p>

<ol> <li> 01-01-25, None, base rule selected.</li> <li> 01-01-01, .Dept=Accounting.</li> <li> 01-01-01, None.</li> <li> 01-01-30, .Dept=Accounting.</li></ol>

<p></p>

A

<p>4. 01-01-30, .Dept = Accounting</p>

<p><i>This version is the circumstanced version in the highest ruleset version above the ruleset in which the base rule flag was selected. All the rules before the base rule selected version are not applicable</i></p>

53
Q

<p>Based on the information below, if you execute the rule when.Dept=Engineering, which version does Pega Platform™use?<br></br><br></br>Rule Version Circumstance</p>

<p>01-01-01 None<br></br>01-01-01 .Dept=Engineering<br></br>01-01-15 None<br></br>01-01-20 .Dept=Engineering<br></br>01-01-25 None, base rule selected<br></br>01-01-35 None</p>

<p>------------------------</p>

<ol> <li>01-01-35, None</li> <li>01-01-01, None.</li> <li>01-01-20, .Dept=Engineering.</li> <li>01-01-01, .Dept=Engineering.</li></ol>

A

<p>1. 01-01-35, None</p>

<p><em>Rule version 01-01-25 has the base rule selected. All the rules before this version are no longer applicable. When the system looks at only those rules available for ranking, the circumstance for Engineering is not applicable. The system chooses the highest version of the rule without any circumstances defined.</em></p>

54
Q

<p>\_\_\_\_\_\_\_\_ is a search algorithm that a system uses to find the most appropriate instance of a rule to execute in any situation.</p>

A

<p><u><strong>Rule resolution</strong></u> is a search algorithm that a system uses to find the most appropriate instance of a rule to execute in any situation.</p>

<p><em>Rule resolution occurs whenever a rule is needed to accomplish case processing.</em></p>

<p><em>Rule resolution applies to most rules that are instances of classes derived from the Abstract Rule- base class:</em></p>

<p><em>- Case Types (Rule-Obj-CaseType)</em></p>

<p><i>- Properties (Rule-Obj-Property)</i></p>

<p><i>- UI</i></p>

<p><i>- Declare Expressions</i></p>

<p><i>- Data Pages</i></p>

55
Q

<p>True or False? Rule resolution does not apply to records that are instances of classes derived from any other abstract base class such as Data-, System-, or Work-.</p>

A

<p>TRUE</p>

<p><em>A rule's type is derived from the clcass which the rule was derived. For example, the rule type of a rule derived from the Rule-HTML-Section is called a section rule.</em></p>

<p><em>Ex:</em></p>

<p><em>- Operator IDs(Data-Admin-Operator-ID)</em></p>

<p><em>- Email Listeners</em></p>

<p><em>- Operator's Favorites</em></p>

<p><i>- The rule check in process</i></p>

56
Q

<p>Inputs to the \_\_\_\_\_\_\_\_ include:</p>

<p>- Predefined rule keys that are used as a unique identifier, such as the Apply to: class, rule \_\_\_\_\_, and rule \_\_\_\_\_</p>

<p>- User's Ruleset List</p>

<p>- Class Hierarchy of the rule in question</p>

<p>- \_\_\_\_\_\_\_\_ such as the value of a property or time/date restrictions</p>

<p>- Availability of the rule</p>

<p>- User's access \_\_\_\_\_ and \_\_\_\_\_</p>

A

<p>Inputs to the <u><strong>rule resolution</strong></u> algorithm include:</p>

<p>- Predefined rule keys that are used as a unique identifier, such as the Apply to: class, rule <u><strong>name</strong></u>, and rule <u><strong>type</strong></u></p>

<p>- User's Ruleset List</p>

<p>- Class Hierarchy of the rule in question</p>

<p>- Circumstances such as the value of a property or time/date restrictions</p>

<p>- Availability of the rule</p>

<p>- User's access <u><strong>roles </strong></u>and <u><strong>priveleges</strong></u></p>

<p></p>

<p><em>The output of the rule resolution process is the first rule found that matches all of the input criteria.</em></p>

57
Q

<p>Rules that are subject to the rule resolution process have an \_\_\_\_\_\_\_ setting.</p>

A

<p>Rules that are subject to the rule resolution process have an<strong><u>availability</u></strong>setting.</p>

58
Q

<p>The \_\_\_\_\_\_ setting is used to determine if a rule is used during rule resolution.</p>

A

<p>The <b><u>availability</u></b>setting is used to determine if a rule is used during rule resolution.</p>

<p></p>

<p><em>Also used to determine if you can view, copy or edit in Dev studio.</em></p>

59
Q

<p>You can set the availability of a rule to one of five values:</p>

<p>\_\_\_\_\_\_\_\_\_</p>

<p>\_\_\_\_\_\_\_\_\_</p>

<p>\_\_\_\_\_\_\_\_\_</p>

<p>\_\_\_\_\_\_\_\_\_</p>

<p>\_\_\_\_\_\_\_\_\_</p>

A

<p>You can set the availability of a rule to one of five values:</p>

<p><strong><u>Available</u></strong></p>

<p><strong><u>Not Available</u></strong></p>

<p><strong><u>Blocked</u></strong></p>

<p><strong><u>Withdrawn</u></strong></p>

<p><b><u>Final</u></b></p>

60
Q

<p>True or False? The rule resolution algorithm inputs rule instances and outputs a rule identifier, such as the rule types and class, to process a case.</p>

A

<p>FALSE</p>

<p><em>The rule resolution algorithm outputs the first rule found that matches all of the input criteria.</em></p>

61
Q

<p>Pega Platform uses a caching mechanism called the \_\_\_\_\_\_\_\_ to ensure rule resolution operates efficiently.</p>

A

<p>Pega Platform uses a caching mechanism called the<strong><u>Rules Cache</u></strong>to ensure the rule resolution operates efficiently.</p>

<p><em>When you application references a rule, the pega platform checks the rules cache for the referenced rule.</em></p>

<p><em>If the referenced rule is not available in the rules cache, the pega platform uses a multi-step process to populate the rules cache.</em></p>

62
Q

<p>What are the 6 stages in the process of populating the Rules Cache?</p>

<p></p>

A

<p>1. Add rules with correct purpose</p>

<p><em>The rule resolution algorithm first creates a list of all rules that match the purpose of the rule in question to populate the rules cache. The purpose of a rule is defined by the combination of the rule name and rule type.</em></p>

<p>2. Remove Not Available rules</p>

<p>3. Operator Ruleset List Access</p>

<p><em>The rule resolution algorithm uses the operator's ruleset list to determine which candidates the operator can access</em></p>

<p>4. Remove Non-Inheritance Path</p>

<p><em>The ruleset resolution algorithm then removes all rule candidates not defined in a class hierarchy</em></p>

<p>5. Rank the remaining rule candidates (multi-step sub-process)</p>

<p>6. Add remaining rule candidates to the Rules Cache</p>

<p></p>

<p></p>

63
Q

<p>Choose the correct statement:</p>

<ol> <li>The rule resolution algorithm populates the Rules Cache with appropriate rule instances</li> <li>The rule resolution algorithm removes rule instances from the rules cache when a rule instance is updated</li> <li>The rule resolution algorithm inherits input from the rules cache to identify a rule instance</li></ol>

A

<p>1.The rule resolution algorithm populates the rules cache with appropriate rule instances.</p>

64
Q

<p>Choose the correct statement:</p>

<ol> <li>When you create new rule instances, the key parts of the rule instance are used during rule resolution</li> <li>When you create new rule instances, the rule resolution process ranks the rule instance against existing rules</li> <li>When you create new rule instances, the rule instances are added to the rules cache</li></ol>

A

<p>1.When you create new rule instances, the key parts of the rule instance are used during rule resolution</p>

65
Q

<p>Choose the correct statement:</p>

<ol> <li>Rule resolution applies to the followng rule instances: the Product Review Section, the Employee Review case type, and a new employee operator</li> <li>Rule resolution applies to the followng rule instances: the Account status declare expression, Medical Records request case, and a customer zip code property</li> <li>Rule resolution applies to the followng rule instances: Customer information data page, product review section and Mortgage pre-approval case type</li></ol>

A

<p>3.Rule resolution applies to the followng rule instances: Customer information data page, Product Review section, and Mortage pre-approval case type.</p>

<p><i>Figure out why the answer is not #2? The first time I solved through this I selected that as my answer.</i></p>

66
Q

<p>The purpose of a rule is defined by the combination of the \_\_\_\_\_\_\_ and the \_\_\_\_\_\_\_.</p>

A

<p>The purpose of a rule is defined by the combination of the<strong><u>rule name</u></strong>and<strong><u>rule type.</u></strong></p>

67
Q

<p>What are the major/minor version requirements when checking the operator's ruleset list in the rule caching process?</p>

A

<p>Each rule must have the same major version number and a minor version number less than or equal to the specified minor versino number listen in the operator's ruleset list.</p>

<p></p>

<p><em>In the example in PA, assume the operator's RS list includes Purchasing:02-01 and TBB:03-01</em></p>

<p><em>The 3 rules in the Purchasing:01-01-01 ruleset are eliminated because they do not match the major version in the operator's ruleset list (Purchasing:02-01)</em></p>

68
Q

<p>Select the correct statement:</p>

<ol> <li>During rule resolution, the rule resolution algorithm discards rules that are unavailable and undefined in the class hierarchy</li> <li>During rule resolution, the rule resolution algorithm discards rules with the same rule name and rule type</li> <li>During rule resolution, the rule resolution algorithm considers rules from all major and minor versions of rulesets in the user's ruleset list</li> <li>During rule resolution, the rule resolution algorithm creates a list of all rules that match the rule name</li></ol>

A

<p>1.During rule resolution, the rule resolution algorithm discards rules that are unavailable and undefined in the class hierarchy</p>

69
Q

<p>What are the 3 steps in the subprocess in the rule resolution process that ranks the remaining rule candidates?</p>

A

<p>1. Sort the list of rule candidates</p>

<p>2. All rule candidates marked with Withdrawn are removed from the list</p>

<p><i>Rules that share applies to class, major/minor version, and rule purpose with the Withdrawn rule are also removed from the list of the rule candidates</i></p>

<p>3. Default rule candidate is defined</p>

<p></p>

70
Q

<p>When the rule resolution algorithm subbprocess sorts the remaining candidates, what is the sort order? (there are 6 sorting conditions)</p>

<p></p>

A

<p>The rule resolution algorithm sorts the remaining candidates according to this order:</p>

<ul> <li>Class</li> <li>Ruleset</li> <li>Circumstance</li> <li>Circumstance Date</li> <li>Date/Time Range</li> <li>Version</li></ul>

<p><em>The first two criteria (class/rs) provide the basis for rule resolution. The closer a rule candidate is to the applied to class of the referenced rule, the higher the rule candidate is ranked.</em></p>

<p></p>

<p><i>The next 3 criteria (circumstance(property/templates), circumstance date, and date/time range) are used as qualifiers to the basics of rule resolution and further refine the rule candidates.</i></p>

<p></p>

<p><i>The last criteria (version) ranks the remaining candidate rules by the ruleset version that contains them. This ensures that cirumstanced rules are not automatically overridden if the base rule is updated in a more recent version.</i></p>

<p></p>

<p><i>In the example, the list of candidates is ranked according to class and ruleset order, including any cirumstanced rules so no rules are removed from the list of remaining rule candidates.</i></p>

<p></p>

71
Q

<p>In the rule resolution algorithm sub process when a rule is set to withdrawn what happens? What are the matching criteria to the withdrawn rule that results further action?</p>

<p></p>

A

<p>When available = withdrawn that rule is removed from the list of the remaining rule candidates.</p>

<p>Any other rule candidates that match (conditions need to all be true (I think? Doublecheck on this)) are also removed from the rule candidate list:</p>

<ul> <li>Applies to Class</li> <li>Ruleset name and Major version number</li> <li>Rule purpose</li> <li>Any additional qualifiers</li></ul>

72
Q

<p>A <strong>\_\_\_\_\_\_\_\_\_\_</strong>is the first rule candidate (highest rank) that has <strong>\_\_\_\_\_\_\_\_\_.</strong></p>

A

<p>A<strong><u>default rule candidate</u></strong>is the first rule candidate (highest rank) that has<strong><u>no qualifiers.</u></strong></p>

<p></p>

<p><em>The default rule candidate is the last possible rule to be executed as it always matches any additional requests for this rule.</em></p>

73
Q

<p>Additional rule candidates ranked<strong><u>\_\_\_\_\_\_\_\_</u></strong>the default rule candidate are<strong><u>\_\_\_\_\_\_\_\_.</u></strong></p>

A

<p>Additional rule candidates ranked<strong><u>below</u></strong>the default rule candidate are<strong><u>discarded.</u></strong>​</p>

<p></p>

<p><em>In the example, the default rule candidatet is TBG-Purchasing-Work-CreateREquest in the Purchase: 02-01-05 ruleset.</em></p>

<p><em>The twto rules below the default rule candidate are removed from the list of rule candidates.</em></p>

74
Q

<p>TRUE or FALSE? The default rule candidate has no qualifiers and is the first rule to be executed.</p>

A

<p>FALSE</p>

<p><em>The default rule is the <strong><u>last</u> </strong>rule to be executed as it <strong><u>always</u> </strong>matches any additional requests for this rule.</em></p>

75
Q

<p>If rule resolution is already run for the rule, the \_\_\_\_\_\_\_\_ has a alist of all possible rule candidates.</p>

A

<p>If rule resolution is already run for the rule, the <u><strong>Rules Cache</strong></u> has a alist of all possible rule candidates.</p>

76
Q

<p>A first best match is determined by an exact match of a property or date \_\_\_\_\_\_\_, or a \_\_\_\_\_\_\_ if no exact \_\_\_\_\_\_\_\_\_\_ matches are found. (blank 1 and 3 are the same)</p>

A

<p>A first best match is determined by an exact match of a property or date <u><strong>circumstance</strong></u>, or a <u><strong>default rule</strong></u> if no exact <u><strong>circumstance</strong></u> matches are found.</p>

77
Q

<p>What happens in the rule resolution process if it cannot find the rule in the rules cache?</p>

A

<p>The rule resolution populates the rules cache and it selects the best matching rule.</p>

78
Q

<p>What are the two conditions that will cause an error in the rule resolution process after it has selected the best matching rule?</p>

A

<p>- Rule is blocked</p>

<p>- Current Operator (requestor) is unauthorized to access the rule</p>

79
Q

<p>What happens when the rule resolution algorithm finds two rules that are equally correct when searching for a best match?</p>

A

<p>Pega Platform sends a message that there are duplicate rules and it stops processing.</p>

80
Q

<p>Based on the information in the attached table, if you execute the rule when .Product = Available which version of the rule does Pega Platform use?</p>

<p></p>

<ol> <li>02-01-05, .Product = Available</li> <li>02-01-10, .Product = Restricted</li> <li>02-01-05, .Product = Not Available</li> <li>02-01-15, .Product = Available</li> <li>02-01-10, .Product = Available</li> <li>02-01-20, None</li></ol>

A

<p>4. 02-01-15. .Product = Available</p>

<p></p>

<p><em>If you execute when .Product = Available, Pega Platform uses the version 02-01-15 because it is the highest available rule where the qualifier matches the use case</em></p>

81
Q

<p>Which of the two following statements are true about the rule resolution process? (choose 2)</p>

<ol> <li>Rule resolution applies to rules that are instances of classes derviced from the Rule- and Work- base classes</li> <li>The rule purpose takes precedence over the rule availability</li> <li>If the system finds more than one rule instance during rule resolution, users are provided with a choice of which rule to use depending on context</li> <li>If a user does not have access to the selected rule, the system sends a message that the rule is not authorized for execution</li></ol>

A

<p>1. The rule purpose takes precedence over the rule availability</p>

<p><em>The algorithm checks the rule availability after checking the rule purpose</em></p>

<p>4. If a user does not have access to the selected rule, the system sends a message that the rule is not authorized for execution</p>

<p><em>The rule resolution algorithm verifies that the user has authorization to access the selected rule</em></p>

<p></p>

<p></p>

<p><em>Rule insances derived from theWork- base class are not subject to rule resolution.</em></p>

<p></p>

82
Q

<p>Which rule availability setting can you use to force the system to look for an instance of the rule in the next highest class or ruleset?</p>

<ol> <li>Blocked</li> <li>Withdrawn</li> <li>Final</li> <li>Available</li></ol>

A

<p>2. Withdrawn</p>

<p><em>When a rule marked as Withdrawn is found duriwng rule resolution, the system looks for an instance of the rule in the next highest class or ruleset.</em></p>

83
Q

<p>Based on the image, given that Primary Page Class = MyCo-PL-Loan and the Clipboard Value of Risk Property = High Risk, which rule executes?</p>

<ol> <li>None. An error is logged.</li> <li>2</li> <li>4</li> <li>5</li></ol>

A

<p>2. 2</p>

<p><i>The withdrawn rule masks all <u><strong>lower versions of the non-circumstanced rules</strong></u>. The circumstanced rules have their own availability values. The rule request meets the condition for the High Risk circumstanced rule. </i></p>

<p><i>Even though we have a Withdrawn rule in the 01-01-04 ruleset version and this is a higher version than the rule that we chose, the circumstancing on our rule prevents it from being Withdrawn and knocked out of the rule candidate list, however rules 1 and 4 are Withdrawn alongside rule 5.</i></p>

<p><i>The circumstanced rule takes precedent.</i></p>

84
Q

<p>Based on the image, given that Primary Page Class = MyCo-PL-Loan and Clipboard Value of Risk Property = "", which rule executes?</p>

<ol> <li>None. An error is logged.</li> <li>2</li> <li>4</li> <li>5</li></ol>

A

<p>1. None. An error is logged.</p>

<p><em>The rule instances are blocked, and an error is logged if there is no circumstanced rule, and a higher version of the rule is set to Blocked.</em></p>

<p><em>Since we don't have a circumstancing and our Primary Page Class is MyCo-PL-Loan we select the highest RS version in this Applies to Class (and not the MyCo-PL- class) and therefor the highest version is the Blocked rule in row 5</em></p>

85
Q

<p>For all 5 statuses mark which ones can be viewed, edited, copied, and/or executed:</p>

<p>Available:</p>

<p>Not Available:</p>

<p>Withdrawn:</p>

<p>Final:</p>

<p>Blocked:</p>

A

<p>Available: View, Copy, Edit, Execute</p>

<p>Not Available:View, Copy, Edit</p>

<p>Withdrawn:View, Copy, Edit</p>

<p>Final:View, Execute</p>

<p>Blocked:View, Copy, Edit</p>

<p></p>

<p><em>When a rule set to Not Available is found in the rules cache during the rule resolution process, the rule in the next highest version is considered for ruleset resolution</em></p>

<p><em>If a blocked rule is selected during ruleset resolution, execution is halted and an error message is added to the log file</em></p>

<p><em>Ruleset resolution process looks for an instance of the rule in the parent class or next highest ruleset in the application ruleset stack when a withdrawn rule is found</em></p>

86
Q

<p>Which of the two following statements are true? (choose 2)</p>

<ol> <li>If a rule marked as Blocked is selected during rule resolution, an error message is logged an execution continues</li> <li>To copy a rule, it must be marked as available</li> <li>When a rule is marked as Withdrawn any rule with the same purpose and lower version number is not considered</li> <li>The Availability setting is used to determine if a rule is available for use during rule resolution</li></ol>

A

<p>3. When a rule is marked as Withdrawn any rule with the same purpose and lower version number is not considered</p>

<p>4. The Availability setting is used to determine if a rule is available for use during rule resolution</p>

<p><em>When a rule marked as withdrawn is found during ruleset resolution, the system looks for an instance of the rule in the parent class or next highest ruleset in the application ruleset stack.</em></p>