Case Lifecycle Management Flashcards

Which setting on a stage allows a case to skip it entirely based on a business condition without displaying it to the user?

Answer: Skip condition

A skip condition evaluates a when rule; if true, the stage is bypassed without user interaction.

In Pega Case Manager, what does the 'case status' field primarily communicate?

Answer: The current processing state of the case for routing and reporting

Case status reflects the current processing state and is used by routing, reporting, and business logic throughout the lifecycle.

A case type has three parallel processes in a stage. By default, how does Pega determine when the stage can advance?

Answer: When all parallel processes complete

By default, all parallel processes in a stage must complete before the stage can advance to the next one.

Which Pega tool provides a visual representation of stages, processes, and steps within a case type?

Answer: Case Designer

Case Designer in App Studio provides a visual canvas for configuring stages, processes, and steps of a case type.

An operator needs to send a case back to a previous stage for rework. Which Pega feature enables this?

Answer: Stage transfer action

A stage transfer action allows an operator to return a case to a prior stage for rework or corrections.

What is the recommended approach in Pega to handle a scenario where different departments must complete tasks simultaneously on the same case?

Answer: Parallel processes within a stage

Parallel processes within a stage allow different departments to work on their respective tasks at the same time.

How does Pega's 'alternate stage' feature differ from a standard stage transition?

Answer: Alternate stages represent exception or rejection paths outside the normal lifecycle

Alternate stages provide exception or rejection paths that sit outside the primary case flow, handling scenarios like appeals or cancellations.