Pegasystems Exam PEGACPBA88V1 Topic 6 Question 6 Discussion

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.

Pega Academy: Assignments and Routing

Pega Decision Management: Using Business Logic for Routing