Case Lifecycle Management Flashcards

Which property in a Pega case type definition specifies the primary work queue where assignments are routed by default?

Answer: Workbasket

The workbasket is the default queue where assignments are routed if no other routing rules are configured on the step.

A case has been resolved but a user needs to reopen it to correct an error. What is the typical Pega mechanism for this?

Answer: Trigger the Reopen case action which creates a new stage context

The Reopen case action transitions a resolved case back to an active state, typically returning it to a configured stage for further processing.

In Pega, which of the following best describes a 'process' within a stage?

Answer: A sequence of steps that represents a business task within the stage

A process is a sequence of steps within a stage that models a discrete business task, such as document review or approval.

What is the effect of marking a step as 'optional' in a Pega case process?

Answer: The step can be skipped by the assigned operator without completing it

Marking a step as optional allows the assigned operator to skip it without completing the associated task, and the case continues.

A Pega architect wants to track every status change of a case over its lifetime. Which feature provides this audit capability?

Answer: Case history

Case history automatically records all status changes, assignments, and actions taken on a case throughout its lifecycle.

Which configuration determines the order in which stages appear in a Pega case lifecycle?

Answer: Top-to-bottom order in Case Designer

Stages execute in the top-to-bottom order they are arranged in Case Designer, which defines the default lifecycle flow.

A case type needs to send an automated email notification when it enters a specific stage. Where is this best configured in Pega?

Answer: As a stage entry action using a Notify shape

A Notify shape added as a stage entry action sends automated notifications when the case transitions into that stage.