Pega CPSSA study plan
Pega CPSSA · Give each week a clear focus.
8 weeks · About 7 hours per week
Digital process automation & Data management
Diagram the full case life cycle (stages, processes, steps, alternate paths) for a three-stage approval workflow before building anything
Configure a case type with at least two stages and one optional process, then verify stage transitions with the case-wide status values
Build a data type and populate it from a simulated REST integration using a data page with the appropriate scope and refresh strategy
Explain in writing when to use a case-level data page versus a node-level data page and identify the reload behavior of each
Your checkpoint
A working prototype application containing one case type with three stages, one data type, and one data page, exported as a ruleset archive with a one-page written rationale of the design decisions
Digital process automation & Data management
Configure declarative processing (expressions, on-change, and data transforms) to calculate and persist derived case values
Design a data model with embedded versus referenced data pages and justify each choice against reuse and performance
Implement a cascading approval routing pattern using a decision table and a router assignment, then test all branches
Trace a failed data page load and document the root cause and fix
Your checkpoint
A test log showing every branch of the routing decision table exercised at least once, plus a corrected data page configuration committed to the application
Data management & User experience design
Model the case data against a normalized schema and document each property's type, scope, and exposure level
Build a multi-step form flow with validation on at least three fields and a conditional visibility rule
Configure a section with a repeating layout bound to a page list and verify add/remove row behavior
Apply a field-level validation rule that fires on submit and confirm the error message renders at the field
Your checkpoint
A form flow with three validated steps, one repeating layout, and a screenshot-free written test matrix listing each field, its validation, and the observed result
User experience design & Security
Design and build a responsive harness so the same section renders correctly at desktop and mobile breakpoints
Configure role-based access on a case type by defining access roles and mapping them to concrete operators
Restrict a sensitive property so it is hidden from one role and read-only for another, then verify with two test operators
Document the difference between access-of-role and attribute-based access control conditions with one worked example each
Your checkpoint
An access control matrix (roles by case actions and properties) implemented in the application and verified by logging in as two distinct operators
Security & Digital process automation
Configure an authentication service and an access group with the correct application and portal alignment
Implement a service-level integration with an authentication profile and test it against a mock endpoint
Audit the application's security settings (password policy, session timeout, locking) and record each default and its risk
Explain how a case type's routing interacts with an operator's access group to determine who can perform an assignment
Your checkpoint
A security configuration checklist with every default reviewed, marked accept or change, and each change implemented and retested
Data management & Security
Design and implement a data page that pulls from an external system with error handling and a fallback source
Configure a data transform to map external response data into the case data model and handle missing fields
Apply encryption or masking to a sensitive property and verify it is unreadable in the UI for an unauthorized role
Write a data governance note covering retention, exposure, and who may read each sensitive property
Your checkpoint
An integration-backed data page with a documented fallback path, plus a data governance note covering every sensitive property in the case type
Digital process automation & User experience design
Build a complete end-to-end case type that spans all four domains: staged process, integrated data, responsive UI, and role-restricted actions
Configure a UI action set so each role sees only the buttons relevant to its permitted transitions
Automate one manual step with a service level and verify escalation behavior when the goal is missed
Run a full case to resolution as two different operators and log every deviation from the intended design
Your checkpoint
A resolved end-to-end case run with a written test report listing each role, each action taken, and every defect found
Digital process automation & Data management & User experience design & Security
Fix every defect logged in week 7 and retest the affected paths
Re-derive the weakest two domains from a timed practice set and rewrite the notes for each
Summarize each of the four domains on a single page of decision rules a candidate can recall under time pressure
Walk through the end-to-end application aloud, explaining each design choice and its trade-off in under ten minutes
Your checkpoint
A four-page personal decision-rule summary plus a clean end-to-end run with zero open defects
Milestones
Week 2: The case type, data type, and data page function together; a failed load has been diagnosed and fixed, and the routing decision table passes all branches
Week 4: The access control matrix is implemented and verified with two operators, and the responsive harness renders correctly at both breakpoints
Week 6: The integration-backed data page has a tested fallback path and every sensitive property is masked or encrypted for unauthorized roles
Week 8: The end-to-end case resolves cleanly for both roles with zero open defects, and the four-page decision-rule summary is complete