Pega Certified System Architect study plan
Pega Certified System Architect · Give each week a clear focus.
8 weeks · About 6 hours per week
Digital process automation
Configure a case type with at least three stages and a conditional stage transition in a personal Pega instance
Map every lifecycle element (case type, stage, process, step, flow action) to the rule type that implements it
Set up routing first by work queue and then by skill, and verify each created case lands in the correct operator worklist
Explain in writing how a case moves from create to resolve, using your own build as the example
Your checkpoint
A working three-stage case type plus a one-page annotated lifecycle diagram that names the rule behind each element
Digital process automation
Configure a service level with goals, deadlines, and escalation actions, then trigger the escalation in a test case
Build one decision table and one decision tree and write down the criteria for choosing between them
Implement a cascading approval using a decision table to resolve the approver list
Add a case-wide action and explain how it differs from a local action on an assignment
Compare background processing and job schedulers against standard foreground case processing
Your checkpoint
A decision-rule cheat sheet of at least ten rules, each paired with a one-line justification and a worked build example
Data management
Model a class hierarchy that separates work classes, data classes, and integration classes for a sample application
Define data types and instantiate data objects with at least three fields and field-level validation
Configure a data page with a deliberate scope and refresh strategy, and justify the choice in writing
Build a data transform that maps source to target and includes at least one conditional step
Your checkpoint
A class hierarchy diagram covering eight or more classes, plus one data page that is reused successfully on two different case types
Data management
Implement edit validate rules and field-level validation, then test the failure paths deliberately
Distinguish read-only versus editable data propagation across case stages with a demonstrated example
Configure a REST connector lookup against an external system of record and map the response into a data page
Contrast declare expressions and calculated fields against data transforms for the same computed value
Explain how data pages, data transforms, and data types interact when a case opens on a fresh session
Your checkpoint
A timed 25-question data-management practice set scored and accompanied by a written error analysis for every missed item
User experience design
Design a multi-step form using sections, layouts, and responsive breakpoints that renders acceptably on desktop and mobile
Configure a repeating grid and a layout group to display a collection of related records
Apply conditional visibility and field-level behavior using when rules
Choose between a harness and a section for each screen in your flow and defend the choice
Your checkpoint
A complete three-step form flow wired into a case type, with a one-line rationale for every layout and container choice
User experience design
Configure a portal and landing page and explain how each differs from a harness in the requestor experience
Apply UI actions such as refresh, set value, and open work item, and note when each is the correct action
Audit your form flow against accessibility and localization requirements and list the defects found
Build a component inventory listing every screen element, its rule type, and its reuse level
Your checkpoint
An annotated component inventory of your form flow that passes a self-review against a ten-item UX checklist
Security
Map the authentication and authorization model end to end: access groups, roles, privileges, and attribute-based access control
Create an access group and role on least-privilege principles and prove the restriction with a limited test operator
Configure attribute-based access control to filter a report or data page by an operator attribute
Identify which fields require encryption and describe how cipher configuration applies to them
Explain how guardrail warnings relate to security-relevant configuration
Your checkpoint
A security matrix of six operator personas listing each access group, role, privilege set, and expected result, validated by test logins
Security & User experience design
Explain the pre-deployment security checklist and name three common misconfigurations that fail it
Complete two full-length timed practice exams and score at or above 80% on each
Re-teach your three weakest objectives aloud from memory with no notes or references
Reconcile every missed question to a specific domain objective rather than to a question topic
Your checkpoint
A one-page personal weaknesses sheet naming the five lowest-scoring objectives, each with a concrete fix action and a completion date
Milestones
Week 2: From a blank application you can build a routed, escalated case type in under 60 minutes while narrating each design decision
Week 4: Score at least 75% on the 25-question data-management set, with a written error analysis for every miss
Week 6: Your three-step form flow passes a self-review against the ten-item UX and accessibility checklist with zero open defects
Week 8: Two consecutive full-length practice exams at or above 80% overall and no single domain below 70%