Routing logic based on case data (like priority) is best implemented using the entry criteria of a stage. This keeps the process flow visually clean, encapsulates the routing rule with the stage it governs, and aligns with the Pega best practice of using stage-based routing for clarity and maintainability, rather than burying it in shapes or data transforms.

Database Trace is the specialized tool for monitoring and analyzing SQL queries generated by Pega applications. It allows you to see the exact queries being run, their execution plans, and performance metrics, making it the direct choice for identifying inefficient operations like full table scans caused by a report definition.

Dynamic Class References (DCR) allow the application to determine the concrete class for a step (like a harness or section) at runtime based on data. By configuring a loan product type to point to a specific class, a business user can associate a completely different UI (with its own required fields/document lists) without altering the core process flow, enabling product-specific configuration.

Creating a dedicated data transform for the calculation is the most reusable and testable approach. The data transform can be unit-tested independently, reused in other contexts (e.g., UI display, correspondence), and its logic is managed in a declarative rule. The SLA rule can then simply reference the output property from this transform, separating concerns effectively.

A data page with a refresh strategy of ‘Loaded’ (for the requestor) or ‘Once’ (for the node) is specifically designed to cache static or infrequently changing data. The data is fetched once and held in memory, eliminating repeated database queries for the same information and providing a significant performance boost for the UI section.

The standard pattern is to use a report definition (configured to pull and relate data from the relevant classes) as the source for a data page. The data page caches the results, providing a performant, consolidated data set that can be easily consumed by a section or other UI component to display the unified interaction history.

Configuring the local action (or process) that the button triggers with the ‘Disable during execution’ option is the simplest, built-in Pega solution. It visually disables the button as soon as it’s clicked, providing immediate user feedback and preventing multiple submissions, without requiring custom JavaScript or complex locking logic.

Using a decision table (or a map value) to store the configurable relationship between User Role and the allowed discount range is the most maintainable approach. Business analysts can update the ranges in the decision table without modifying the validation logic itself. The validation rule’s when condition can then call this decision table to get the correct range for the current user’s role.

For a structured, external integration, an Integration Connector (rule) is used to define the endpoint, protocol, and authentication. Data Transforms are then used within the connector’s structure to map application data to the required outgoing XML (request) and to map the incoming XML response back into application properties. This combination provides a declarative, rule-based approach.

Routing logic based on case data (like priority) is best implemented using the entry criteria of a stage. This keeps the process flow visually clean, encapsulates the routing rule with the stage it governs, and aligns with the Pega best practice of using stage-based routing for clarity and maintainability, rather than burying it in shapes or data transforms.0