Module 1: Introduction to PEGA PRPC
- About BPM, BPM tools, PEGA BPM Advantages, PEGA Customers.
- Installing PEGA, Applications, Overview of Pega features
- Class and Types of Classes,Inheritance and Its types ,ClassGroup,Pega 3 level Organization Hierarchy
- Create Framework and Iplementation Applications ,Our Application structure ( Enterprise Class structure )with Inheritance ( Pattern,Directed and Dual Inheritance)
- Create Opeartors ,AccessGroup and Its relations.
- Design New Customer Details Screen using the Properties ,Section, Flow Action Flow and Its Definitions. Use of Draft mode.
- Rulesets and Types of Rulesets with Versions.Checkout and Check in Functionality.
Module 2: Data Flow between UI and Database,Clipboard ,Tracer
- Work Object Creation ,pyWorkPage ,pc_work table
- Creation of DataType and Class Scope ( Is ClassGroup,belongs to ClassGroup,Doesnt belongs to Class Group)
- Difference betweeen Internal Class and External Class (pxObjClass,pzInskey)
- Production level System RULE (Sandbox, Dev, QA, UAT, Prod)
Module 3: Working with Basic Activitiy Using Tracer and Clipboard
- Introduction to Activities
- Understading how PRPC commits WO details into Internal Database and Saving the Customer Details into Custom table using the Activity.
- Activity Methods : Page-New ,Property-Set, Obj-Save ( with and without write Now),Commit.
- Invoking the Activity in Flow Actions.
- Introduction about the Tracer ,Tracer settings,Understand the exceution process of InsertCustomer Activity at Run time and Design time.
- Difference between pyWorkPage,StepPage,PrimaryPage,Param Page.
Module 4: Working with Activities ,ReportDefinition and DataPages
- Creating Country ,State and City Data Types .
- Display the Data in Dropdown properties dynamically using Activity,ReportDefinition. (Understand theClipboard strcuture)
- Understand the Page,PageList,Value List and ValueGroup
- Understand the Parameters and implement dynamic cascading using Activities and ReportDefinition.
- DataPages advnatages,structure,Modes,scopes and sources,refresh startegy,Use of Accessgroup for Nodelevel scope.
- Implement dynamic cascading using DataPages.
- summary of Actvities ,ReportDefinition and DataPages
Module 5: Case Management (Case Types,Stages,Processes,Steps)
- Introduction to case types and understand the difference between Case Types and process flow.
- Understand about Stages,Processess and steps.
- Create BorrowerDetails DataType with the required properties.
- Create Spouse Details datatype by referring to Borrower to be reused the Properties.
- Create Borrower and Spouse page properties with the above DataTypes.
- Design the Borrower Details section and Invoke the Properties
- Implemenet conditional layout display using the expression.
- Create AutoLoan Case Type and Invoke Borrower Details in Collect Borrower Stage.
Module 6: Data Transforms
- Introduction to DataTransforms.
- Difference between Activities and DatTransforms.
- Understand about the OOTB pyDefault DataTransform.
- Understand about pyWorkIDPrefix,pyWorkIDSuffix and obverride using pyDefault DataTransform.
- Understand the DataTransform Actions.
- Set WorkID Prefix using Application and difference between pyDefault WOID prefix and Application WO ID Prefix
- Create AddressDetails DataType and Create DataTransform to Copy Current Address Page to Permanent Address Page Using UpdatePage and Set Actions.
- Invoke AddressDetails and Properties in section and call the Addressdetails DataTransform on Click onf Button.
- Implement the same scenario using Using Activity Page-Copy method.
- Invoke Address Details section in Borrower.
Module 7: Declarative and Decision Rules,Table Layouts
- Createing LoanDetails Data Type -> Create LoanInfo Page and Call the dataType
- Design LoanDetails section and invoke above properties and invoke the LoanDetails section in New Stage CollectLoanDetails.
- Create DataType AutoLoanDetails with the Data.
- Design AutoLoanDetails section and Fetch Vehicle Details using Activity ( Obj-Open,Property-SetMessages for Exceptions handling)
- Understand OOTB when rules like Always Never ,StepStatusFail and StepStatusGood -> handle the exceptions in Obj-Open post condition.
- Invoke AutoLoanDetails section in same stage.
- Introduction to Declarative rules and Decision Rules ( Decsion Table and Decsioin Tree)
- Understanding about DeclareExpression,DeclareContraints
- Calculate LoanRate,RiskRate using Decision Table and Decision Tree
- Calculate Interest Rate using Declare expression.Validate Loan Amount using Constraints.
- Create Assets and Liabilities DatTypes-> Create Assets and Liabilities PageList properties and Invoke in Table( Grid) Layout in the Section.
- Adding New Layout to Caclculate Total Borrower assets and Liabilities using Declare Expressions
- Create new Stage -Collect Assets and Liabilities and invoke the section.
Module 8:WorkObject Locking ,Circumstance Rule Availability ,RuleResolution Algorithm
- Locking Mechanism with pre requisites, WO Locking ( Default Locking) and Optimistic Locking.Understand entries in pr_sys_locks table.
- Understand Locking using Activity by updating the Locked WorkObject.
- Scenarios on Obj-Open-By-Handle,Obj-Refresh-And-Lock,Obj-save ,Obj-SaveCancel,Rollback,commit.
- Create conditional RiskRate Decision Table using Single Property Circumstance.Create conditional Loan Rate DecisionTree with Template( Circumstance template and Circumstance Definition)
- RuleAvailabilities with scenarios,Understand RuleResolution Alogorithm ( 10 Steps explanation)
Module 9: UI Architecture and Validations.
- Difference between Client Side and Server Side Validation.
- Validate Borrower Details using Edit Validate ,Obj Validate and format the User Inputs using Edit input , Understanding the Underlying JavaCode.
- Introduction to high level UI Architecture.
- Understanding on Harness and Customizing the OOTB sections and harness.
- Paragraph rules.
- Portals,Skins,Mixins
- Invoke customized skins in Layouts,Controls,containers etc.,
- FieldValues and Localization.
- FlowAction and its Types.
- Flow Types-ProcessFlow,ScreenFlows etc.,
Module 10: Design HomeLoan Case Type and Approval Process
- Traines need to Design New HomeLoan Case Type as per the business requirements along with Approval process Flow.
Module 11: Working with EmailIntegration,DeclareTrigger,Routing and SLA
- Configure Email Account , OOTB Activities SendEmailNotification,SendSimpleEmail,corrNew
- Send Email to bulk Customers/Operators,replace Email Account Values with Dynamic System Seeting( getDataSystemSettings)
- WorkList,WorkGroup,WorkQueue,SLA and Its Types.
- Send Email to Borrower at Passed Deadline.
- Scenarios using Advanced methods and loops of Activities and DataTransforms.
- Understand the Symbolic Indexes like Current,Append,Last
Module 12 : Working with Agents
- Introduction to Agents.
- Standard Agent and Understand its processing , AQM,QueueForAgent,pr_sys_queues
- Advanced Agent to send an email to Customers on daily/weekly basis.
Module 13: Working with Integrations.
- Introduction to Integrations.
- Working with Connect SOAP integration using WSDL.
- Understand wizrad generated Connect-SOAP rule ,ParseXML,XML Stream.
- Create an Activity/DataPage by invoking Connect SOAP.
- Exception handling in Connector rules.
- Working with Service SOAP using wizrad and Manual Creation.
- Create Parse XML,XML Stream and Service Activity.Handle exceptions in Activity.
- REST Integration- Connect REST and Service REST
- Working with File Listener.
- Logging and Logging Level setting , Log-Message method
Module 14 : Skimming, Package ,Rulesets and Classes wizards.
- Rule warnings,Guardrails
- Delete/Rename Classes and Delete the Ruleset Versions.
- Skimming
- Major Skimming & Minor Skimming
- Generate the Product Rule
Module 15 :Leave Request Application.
- Understand the requirements.
- Prepare the Design Document with Flow diagrams and Design Class structure.
- Review Design document from the Trainer.
- Feedback design document and Signoff.
- Trainess to build the App in Pega
- Technical solution during the Development.
- Demo on the Application.
- Packaging the Implemented app and import on traget machine.