Pega CPBA study plan
Pega CPBA · Give each week a clear focus.
8 weeks · About 6 hours per week
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
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
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
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
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
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
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
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