PEGASYSTEMS -Certified System Architect (CSA) 72V1 Set 3

You have been asked to configure the following relationship between three case types: Account Open, Link Savings, and Fund Account.
1. A customer can complete an Account Open case before completing a Fund Account case.
2. A customer must complete a Link Savings case before completing a Fund Account case. Which configuration satisfies this requirement?

Customer Service Representatives (CSRs) review customer requests to replace a lost or stolen credit card. Once the request is approved, customers are notified by letter of the expected delivery date for a replacement card typically within one week.
The CSR must be available to prioritize time-sensitive requests such as requests from customers who are on vacation. Time-sensitive requests are prioritized as follows:
- Customers receive a replacement card the next day.
- Fulfillment requests are sent to a dedicated workbasket.
- Customers receive notification of the expected delivery date by email.
Which action for time-sensitive requests do you implement as an optional action?

A new hire process includes a Screen Job Applicant assignment. The recruiter who has been assigned the task should complete it within 24 hours. If the assignment is not completed in 24 hours, the system automatically sends an email notification to the hiring manager. How would you configure the process to ensure that the director receives the email after the goal is passed?

You have an approval process assignment to a loan request process. The requirement states that a request can be routed to one or more managers for their approval. The hierarchy of approvals depends upon the total dollar amount of the request. For example, Cost Center Managers approve requests that are less than USD25,000. A request of greater than or equal to USD25,000 requires the approval of the Cost Center Manager, corporate Vice President, and Vice President of Finance. How would you configure the routing for the approval process assignment?

A list report includes columns for purchase requests and regional cost centers. A manager wants the report to show the total number of purchase requests for each of the regional cost centers. How would you configure the report definition?

A manager requests a report that contains the following columns: Create Date, Case ID, Create Operator, and Work Status. You must sort the cases so the case with the most recent create date appears at the top of the list and descends in order. How would you design the report definition to support this requirement?

A report contains columns New Hire ID, New Hire Name, Start Date, and Location. The organization has offices in various cities throughout the U.S. A facilities manager requests a report that includes only new hires who are located in the Atlanta and Boston offices and have a start date within 30 days of the report date. How would you configure the filter to support this requirement?

You have been asked to create a report that displays the following information:
- Assigned case worker (.pxAssignedOperatorID)
- Requestor (.pxCreateOperator)
- Request date (.pxCreateDateTime)
- Due date (.DueDate)
- Assigned vendor (.VendorName)
The report contains a filer to only return purchase requests with a status (.pyStatusWork) of open. Which property can you optimize to improve report performance?