Pega CPBA study materials
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Pega CPBA study plan

Pega CPBA · Give each week a clear focus.

8 weeks · About 6 hours per week

Week 1

Case Management

  • Map the end-to-end Case Lifecycle vocabulary (stages, processes, steps, alternate stages, optional processes) and write a one-paragraph definition of each in your own words

  • Build a working case type from scratch with at least three primary stages, one alternate stage, and one optional process

  • Configure a service level agreement on a process and explain in writing how goal, deadline, and passed-deadline times differ

  • Demonstrate how stage transitions, dependencies, and process ordering control when a step becomes available

Your checkpoint

A short screen-free written walkthrough plus a rebuilt case type that a peer could follow to reproduce your stages, processes, and SLA settings

Week 2

Case Management

  • Configure routing at the case, stage, and step level and justify which routing target each level should use

  • Add conditional and optional steps, plus a multi-step approval, and verify behavior by running the case through every branch

  • Configure local actions, case-wide actions, and bulk actions, then explain when each is appropriate

  • Wire a subcase and a child case into a parent and describe how data flows between parent and child

Your checkpoint

A runnable case type with routing, conditional steps, approvals, and a subcase, plus a one-page table mapping each configuration choice to the reason you made it

Week 3

Case Management

  • Configure case-wide and stage-level settings that affect behavior across the lifecycle, including case locking and status values

  • Design and test a scenario where an alternate stage is entered and later returns control to the primary path

  • Implement a case dependency that blocks a step until a related case reaches a specific status

  • Trace a stuck or misrouted case using the audit trail and case history and document the root cause

Your checkpoint

A troubleshooting log of at least three deliberately broken configurations with the symptom, the diagnosis method, and the fix for each

Week 4

Case Management & Pega Express Methodology

  • Complete a full timed practice set on Case Management and review every missed item for the underlying concept, not just the answer

  • Apply the Pega Express delivery approach (kickoff, design thinking, build, and the role of a minimum lovable product) to a small scenario and explain each phase in writing

  • Identify which Pega Express artifacts (for example journey maps, backlog items, and user stories) would be produced at each phase of your scenario

Your checkpoint

A scored Case Management practice attempt with a written error analysis and a one-page Pega Express phase-to-artifact map for your chosen scenario

Week 5

Data and Integration

  • Distinguish case data, data objects, and data pages, and configure each correctly in a working application

  • Configure a data page with the right scope and refresh strategy and justify the choice with a use case

  • Build a data transform that maps and defaults values, then test it with multiple inputs

  • Model a one-to-many relationship between a case type and a related data type and display it on a form

Your checkpoint

A documented data layer for a small application showing data types, data pages with scope and refresh settings, and at least two data transforms with test evidence

Week 6

Data and Integration & Security

  • Configure a REST or SOAP connector to an external endpoint and handle both success and error responses

  • Explain how integration error handling, retry behavior, and queue processing interact in a failing integration

  • Configure role-based access with access control policies or roles and verify that a restricted user is actually blocked

  • Apply attribute-based and case-level access controls and describe the difference between authentication and authorization in Pega

Your checkpoint

A working integration with a documented error-handling path and a security matrix showing which role can access which case type and field, verified by test logins

Week 7

User Experience & Application Development

  • Build a form with a layout that adapts to different screen sizes and explain how responsive breakpoints are configured

  • Configure a view or section with conditional visibility and dynamic behavior driven by a field value

  • Use application development tooling (ruleset and application structure, rule resolution, and inheritance) to explain why a rule in a specific ruleset wins

  • Create a reusable component and reference it from two places to demonstrate inheritance and specialization

Your checkpoint

A responsive, conditionally rendered form plus a written rule-resolution trace for one rule with at least three candidate versions

Week 8

Reporting & Mobility & Pega Express Methodology

  • Build a report definition with a filter, grouping, and a summary calculation, then surface it on a dashboard

  • Configure a mobile-ready channel or app experience and describe how offline behavior and mobile navigation differ from the desktop experience

  • Run a full timed mixed-domain practice exam and review every domain, weighting review time toward the lowest-scoring area

  • Revisit your written notes from weeks 1 through 7 and consolidate them into a single one-page-per-domain reference

Your checkpoint

A final mixed practice score with a per-domain breakdown, a completed one-page-per-domain reference sheet, and a short list of remaining weak areas with a review plan

Milestones

Week 2: You can build a multi-stage case type with routing, conditional steps, and an approval from a blank application without consulting notes, and you can explain each lifecycle element aloud in under five minutes

Week 4: Your Case Management practice score is at or above 70 percent, and your error analysis shows you understand the concept behind every miss rather than just the correct option

Week 6: You can configure a working integration and a role-based access restriction and demonstrate both to yourself with test evidence, and you can explain the difference between authentication and authorization without notes

Week 8: Your final mixed practice score is at or above 80 percent, no single domain falls below 65 percent, and your consolidated reference sheets cover all eight domains