Application Design & Case Management Flashcards

In Pega, what is the purpose of an Alternate Stage in a case lifecycle?

Answer: To handle exception or off-path scenarios such as cancellations or escalations

Alternate Stages handle exception scenarios (e.g., cancellation, fraud review) that deviate from the primary case flow.

Which case status is automatically set by Pega when a case is waiting for a user to complete an assignment?

Answer: Open-InProgress

Pega sets the case status to Open-InProgress when an assignment is routed to a user or workbasket.

A case designer wants certain steps to execute only when a condition is met. Which Pega feature achieves this?

Answer: Skip logic on a process step

Skip logic on a step uses a when condition to determine at runtime whether the step should execute.

In a Pega case type, what distinguishes a 'Required' step from an 'Optional' step?

Answer: Required steps must be completed before the case advances; optional steps may be skipped

Required steps block case progression until completed, while optional steps can be bypassed without stopping the flow.

What does the 'Resolve' action do to a case in Pega?

Answer: Moves the case to a resolved status and ends active processing

Resolving a case sets it to a resolved status (e.g., Resolved-Completed) indicating all processing is finished.

Which Pega construct allows you to define a reusable set of steps that can be called from multiple case types?

Answer: Flow rule

A Flow rule encapsulates a sequence of steps and can be referenced by multiple case types or stages.

When configuring a case type in App Studio, what does the 'Stage Entry Criteria' setting control?

Answer: The conditions that must be true before the case can enter that stage

Stage Entry Criteria define preconditions (when conditions) that must evaluate to true before the case transitions into a given stage.