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To achieve the requested behavior in the event center case type:

Create a checkbox for customers to indicate whether they want catering for the event. This allows customers to specify their preference for catering.

Add a decision shape to evaluate whether the customer has checked the catering checkbox. Based on this decision, the case will either proceed to provide a rental rate quote or prompt the customer to choose a menu before receiving a quote.

Configure the menu preferences and appointment date fields with a visibility condition that displays these fields only if the customer selects the catering checkbox. This ensures that customers who do not want catering do not see these fields, streamlining the process.

In the user story "As a member of the loyalty program, I would like to be automatically enrolled in all eligible promotional offers so that I can take advantage of the savings without having to enroll manually," the phrase "so that..." references the business value.

Business Value:

The "so that..." clause in a user story explains the benefit or value that the feature provides. It clarifies why the feature is important and what the user or business gains from it.

In this case, the business value is that loyalty program members can save time and effort by not having to manually enroll in promotional offers, which enhances customer satisfaction and loyalty.

References:

Pega Academy: User Story Best Practices

Pega Documentation: Writing Effective User Stories

To route cases to specific loan officers based on loan type using business logic, the following steps are typically used in Pega:

Use Decision Rules: Define a decision table or decision tree that maps loan types to specific operators (loan officers).

Configure Routing in the Flow: In the flow rule, configure the assignment shape to use the decision rule to determine the routing based on the loan type.

Route to Operator: Use the "To Operator" routing option, and apply the decision logic to dynamically determine the operator (loan officer).

In this case:

For mortgage loans, the decision rule routes the case to Adam Ross.

For automobile loans, the decision rule routes the case to Julia Samuels.

For equity line loans, the decision rule routes the case to Don Smith.

References:

Pega Academy: Assignments and Routing

Pega Decision Management: Using Business Logic for Routing

Import stories: When populating the backlog directly from a spreadsheet, the correct approach is to import the stories. Pega allows for importing user stories from spreadsheets to efficiently populate the backlog.

Process Step Description: "A user enters information for a car reservation request."Process Step: Collect Information

Process Step Description: "The system evaluates the request type to determine the next step."Process Step: Decision

Process Step Description: "A manager determines whether to approve or reject a timesheet."Process Step: Approval

Process Step Description: "The system notifies the user of the case status by email."Process Step: Automation

A user enters information for a car reservation request.

Process Step: Collect Information

Explanation: This step involves gathering data from the user. In Pega, collecting information typically involves prompting the user to enter necessary details to move the case forward.