PEGA PRPC

PRPC Fundamentals furnishes understudies with a review of how Pega can robotize business forms and empower a more spry association. This course clarifies how Pega’s Customer Oriented Architecture can enable your organization to satisfy its business objectives, and spreads the highlights and advantages that make it feasible for business clients and engineers to cooperate to design

what’s more, oversee business change activities. You’ll find out about the ten stages of the Pega Development Roadmap, including utilizing PRPC to straightforwardly catch your targets, fabricating a visual model of your business forms, outlining an upgraded client encounter specifically in PRPC, and mechanizing your association’s approaches utilizing PRPC decisioning.

Course Objective: By the end of this course participants will be able to successfully:

  • Modify an existing application including data, user interfaces, automated business rules and business processes
  • Implement executable business requirements based upon use cases, business rules, user interfaces and business processes

Target Audience: System architects / developers who want to learn how to develop PRPC applications using build for change© technology

Pre-requisites:

  • Knowledge of your business processes, best practices and policies
  • Familiarity with one or more project methodologies
  • Optionally, some application development experience

Introduction

  • Business Process Management (BPM)
  • Business Rule Engine (BRE)
  • Pega Rules Process Commander and architecture
  • Pega Rules Process Commander Features
  • PEGA Installation Overview and specifications
  • Designer Studio Overview
  • Organization Structure/Operator ID and Creation
  • Access Group
  • Rule Types overview
  • Participants to do PEGA Installation on their individual systems
  • Participants to login designer studio
  • Participants to go through various menu’s available on designer studio
  • Participants to create Organization structure, create operator id
  • Participants to do excises on operator and application mapping relationship
  • Participants to create multiple operator id’s and access groups. Operator Id’s will be assigned to access groups which in turn will provide access to application manually.

Project Implementation Methodology

DCO

  • Rule set and Class rule
  • Application Profiler
  • Application Express & Application Accelerator
  • Four Layered Class Structure- Enterprise Class Structure
  • Create Application ID and Version
  • Create Access Group
  • Use cases
  • Guardrails
  • Participants to do excise for creating use case automatically
  • Participants to do application Express for creating sample application
  • Participants to do Application Profiler & Express
  • Participants to create multiple operator id’s and access groups. Operator Id’s will be assigned to access groups which in turn will provide access to application.
  • Participants to create enterprise class structure and rulesets for sample application using framework and implementations structures
  • Participants to do application and Ruleset locking.

System Architecture

  • Four Layered Class Structure- Enterprise Class Structure
  • Create Rule Set/Rule Set Versions
  • Rule set Pre-Requisites
  • Adding Ruleset
  • Import and Export of Ruleset
  • Rule set Types
  • Create Class Hierarchy
  • PRPC Standard classes
  • Work classes & Class Group
  • Inheritance and Types
  • Add Case Types
  • Rule Resolution
  • Rule Delegation
  • Participants to create enterprise class structure and ruleset using application and framework layers.
  • Participants to create Ruleset manually
  • Participants to add Ruleset manually to the application
  • Participants to do import & export Ruleset.
  • Participants to add Case type to application and check rules in class structure.
  • Participants to create Case type to application manually
  • Participants to create class types and class group rules manually
  • Participants to create inheritance manually
  • Participants to do excise on Rule delegation.
  • Participants to do excise on Rule Resolution.

System Architecture

  • DB Architecture, Class groups
  • Standard Data classes
  • PRPC Internal Database
  • PRPC Standard data types
  • Inheritance and Types
  • Create Datatype
  • Participants to create data types (Data tables) for storing data in PRPC Internal Database
  • Participants to create rulesets for versions for data tables.
  • Participants to create property rules in Data Model.
  •   Assessment on the current week training

System Architecture

  • Create Datatype
  • Create Columns
  • Add columns
  • Property Rules and Property types
  • Create Property Rules
  • Import Data to Data Types
  • Export Data from Datatypes
  • Database Class Mapping
  • The Clipboard
  • Data pages

Reports

  • ReportDefination
  • List view
  • Summary View
  • Participants to create data types (Data tables) for storing data in PRPC Internal Database
  • Participants to create rulesets for versions for data types.
  • Participants to create property rules in Data Model.
  • Participants to create Columns and add Columns to Datatypes.
  • Participants to do export and import data from Datatype.
  • Participants to create Data Pages Automatically
  • Participants to check Data Pages information using scopes, modes.
  • Participants to create Reports Automatically
  • Property Rules and Property types
  • Create Property Rules
  • Property Referencing and Reference Data
  • Linked Properties
  • Property validations
  • Edit input Rule
  • Edit Validate Rule
  • Length Validations
  • Data pages

Reports

  • ReportDefination
  • List view
  • Summary View
  • Participants to create property rules using property type and UI controls
  • Participants to create property using table list
  • Participants to do practice for property validations
  • Participants to do excise for referencing properties and data from one class to another class
  • Participants to create Data pages using scopes, modes manually.
  • Participants to create Data Pages Automatically
  • Participants to run and check Data Pages information using scopes, modes.
  • Participants to create Reports Automatically
  • Participants to run Data Pages and Check data in Clipboard using scopes and modes
  • Participants to map and run Reports in Different portals like Developer, Manager, user portals.
  • Participates to schedule Reports and send it to mails.

Data Structure

  • Data Transforms Rules
  • Create Data Transform Rules with Different Actions
  • Embedded properties
  • Data pages
  • Create Data Pages
  • Table lists
  • Reports
  • Create Reports

Reports

  • ReportDefination
  • List view

Summary View

  • Participants to create data transform rules using all actions
  • Participants to create property using table list
  • Participants to create Data pages using scopes, modes manually.
  • Participants to create Reports manually.
  • Participants to run Data Pages and Check data in Clipboard using scopes and modes
  • Participants to map and run Reports in Different portals like Developer, Manager, user portals.
  • Participates to schedule Reports and send it to mails.

User Interfaces

  • Front end graphical UI
  • Harness/Sections
  • Layouts Types
  • UI Controls
  • Skin Rules
  • Portal Rules
  • Dynamic lists
  • Navigation Rules
  • Validation types & Rules

User Interfaces

  • Participants to create Harness Rules using different layouts& Section
  • Participants to create Section rules using different layouts and map properties to different controls.
  • Participants to create Skin Rules using different CSS.
  • Participants to create Portals and link to access group

Process – Flows

  • Process flow and types
  • Flow rules/shapes
  • Starting flows
  • Screen flows
  • Sub flows
  • Flow shapes
  • Draft flows
  • Correspondence
  • Flow Actions and types
  • SLA

Case Management

  • Stages and steps
  • Processes and User actions, Utilities
  • Parent case and Sub cases

Process – PRPC Workflow Concept in Vision

  • Participants to create standard, Sub, Screen process flow using different types of shapes
  • Participants to create parent Case type and child case type in Case Management.
  • Assessment on the current week training

Decision – Computations and Comparisons

  • Decision Rules and types
  • When Rule
  • Decision Table
  • Decision Tree
  • Decision Map
  • Participants to create When Rule using all actions.
  • Participants to create Decision Tree Rule using all actions.
  • Participants to create Decision Table using all actions.
  • Participants to create Decision Map rule.

Declarative Rules

  • Declarative rule types
  • Declare Expressions
  • Constraints Rule
  • Declare Trigger Rule
  • Declare On Change Rule
  • Expression calculation
  • Participants to create Declare Expressions using all actions.
  • Participants to create Constraints Rule.
  • Participants to create Declare Trigger Rule
  • Participants to create Declare On Change Rule.
  • Participants to create Expression calculation.

Technical – PRPC Automate processing

  • Activities
  • Pega Standard Methods
  • Obj methods
  • Connect methods
  • Pages Methods
  • Property Methods
  • Rdb Methods

Technical – PRPC Automate processing

  • Participants to create activity rules using different pega functions.
  • Participants to create activity rules using page methods
  • Participants to create activity rules using Property methods
  • Participants to create activity rules using Obj methods
  • Participants to create activity rules using Connect methods
  • Participants to create activity rules using Rdb methods.

Integration

  • Connectors
  • Services
  • File Listeners
  • Participants to create Soap connector, receive, process a XML Request and send a XML response back.
  • Participants to create REST integration
  • Participants to create External DB connector rules
  • Participants to create JAVA connector rules
  • Participants to create JAVA connector rules
  • Email listeners
  • JMS listeners
  • Agent processing
  • System Management Application

Security

  • Roles And Privileges
  • Access Manager

Debugging Tools –

Clipboard

Tracer

PAL

Rules Inspector

Logs

Preflight

Pega upgrade

Deployment

  • Participants to create Agent processing
  • Participants to create Listeners also.
  • Participants to create Node in SMA.
  • Participants to do deployment
  • Participants to do all Debugging tools
  • Assessment on the current week training

 

Financial Services Frameworks

  • Pega Customer Service Foundation
  • Product Overview
    • Business scenario
  • CSR Manager Tasks
  • Guiding a customer service representative using dialogs
  • Guiding a customer service representative using coaching tips
  • Monitoring an application with reports
  • Service Cases
  • Service cases overview
    • Pega Knowledge Configuring a service case
    • Channels
    • Configuring Pega Chat
    • Configuring Pega Co-Browse
    • Additional channels
    • Configuring Self-Service Advisor
    • Creating help content
    • Building sites
    • Financial Services Industry Foundation
    • Scope
    • Business Value
    • Use Cases
    • Top Features
    • Architecture
    • Classes
    • Extension
    • Integration
    • Settings
    • Next Steps
  • Customer Service for Financial Services
  • Application Overview
    • Business Value
    • Use Cases
    • Top Features
  • Implementation Details
    • Architecture
    • Classes
    • Extension
    • Integration
    • Settings
    • Next Steps
  • Pega Customer Service for Financial Services introduction
    • Introduction to Customer Service for Financial Services application architecture
    • Operator roles for Pega Customer Service for Financial Services
  • Customer Service for Financial Services
  • Pega Customer Service for Financial Services architecture
    • Introduction to Customer Service for Financial Services application architecture
    • Front Office and Back Office Portals
    • Web self-service and mobile self-service applications
    • Pega Customer Service for Financial Services architecture
  • Describe the components of the application
    • Introduction to service cases
    • Service cases
    • Next best action and Pega Marketing for Financial Services
    • Collections with Pega Marketing for Financial Services
  • Financial Services Industry Framework (FSIF) overview
    • Introduction to Financial Services Industry Framework (FSIF)
    • Benefits of the Financial Services Industry Framework (FSIF)
    • Financial Services Industry Foundation data types and relationships
    • FSIF application data management
  • Pega Service Case Manager for Financial Services overview
    • Introduction to SCMFS
    • Service Case Manager for Financial Services
    • Leveraging Service Case Manager for Financial Services
    • Creating a new Service case type
    • Best practice for extending Service Case Manager service cases
  • Customer Service for Financial Services
  • Review customer requirements
    • Introduction to requirement identification
    • Performing the Pega Customer Service for Financial Services gap analysis
    • System of Record Integration
  • Configuring the Composite
    • Configuring the composite
    • Configuring a Composite Tab
  • Configuring the Interaction Driver
    • Configuring the Interaction Driver
    • Configuring the Interaction Driver
  • Expose services with Intent Tasks
    • Understanding Categories and Intent Tasks
    • Creating Categories and Intent Tasks
  • Service Case Manager for Financial Services
  • Integrating Multiple Pega 7 Application Assets
  • Creating an application
  • Approach 1: Using ruleset referencing
  • Approach 2: Using built-on applications
  • Including case and data assets
  • Case configuration
  • Case creation
  • Creating a case from the Create menu
  • Creating a case using an event
  • Data propagation
  • Combining Lists from Separate Work Tables (Reporting)
  • Assignments
  • Work objects
  • Approach 1: Creating a database view
  • Approach 2: Creating combined data pages
  • Launching a Service Case from an Integrated Application
  • Pega Marketing for Financial Services
  • Introduction
  • Business Value
  • Use Cases
  • Top Features
  • Architecture
  • Strategies and Classes
  • Extension
  • Integration
  • Settings
  • Next Steps
  • Demo: NBAA
  • Demo: That New Car Smell
  • Demo: Microsites
  • Application overview
  • Implementation delivery methodology
  • Initiation stage
  • Delivery stage
  • Prerequisites
  • PMFS implementation stack
  • Pega Marketing for Financial Services
  • Initiation stage
  • Configuring the implementation layer rulesets
  • Configuring the Artifacts ruleset
  • Configuring the Rules ruleset
  • Configuring the Integration ruleset
  • Creating a custom implementation layer application
  • Updating access groups to reference your application
  • Updating the marketing agents access group
  • Creating operators to reference your application
  • Defining requirements
  • Mapping the application data
  • Defining integration
  • Defining email accounts
  • Defining the security model and organization structure
  • Defining reporting requirements
  • Building features
  • Configuring the Decisioning hierarchy
  • Optional: Configuring the top-level Strategy Result class
  • Configuring the directed inheritance class pattern
  • Defining the business issues and groups
  • Adding business issues and groups
  • Configuring the customer class
  • Configuring the prospect class
  • Testing a new application
  • Testing your application in the Build environment
  • Testing in the Test or Production environments
  • Testing in the UAT environment
  • Packaging a new application
  • Merging application changes
  • Packaging an application for migration
  • Importing the packaged application
  • PEGA Collections Frameworks
  • Introduction to Collections
    • Introduction
    • Application Overview
  • Business Value
    • Use Cases
    • Top Features
  • Implementation Details
  • Architecture
  • Classes
  • Extension
  • Integration
  • Settings
  • Next Steps
  • Demo: Payment Plan
  • Assessment on the PEGA 7.2 training

Hands on Experience- Case studies and CSA & CSSA Certification discussion.

GPS INFOTECH (Software Solutions)
Url: https://www.gpsinfotech.com
Contact person: prakash
Num: 919395190232 / 9989787231 with Whatsapp
Main mail id : gpsinfotech.net@gmail.com , prakash_m@gpsinfotech.com