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Perpetual KYC with event-driven architecture
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Modul
Perpetual KYC with event-driven architecture
3 Themen
35 Min.
Pega Client Lifecycle Management for Financial Services 8.8 -
Customer data changes, ongoing e-screening alerts, and periodic review deadlines are just a few examples of types of events that the application might...
Predicting fraud
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Modul
Predicting fraud
1 Thema
15 Min.
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Occasionally, an insurance claim might be erroneous or even fraudulent. To detect fraud and optimize the way in which the application routes work and...
Role of a Pega Business Architect
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Modul
Role of a Pega Business Architect
2 Themen
30 Min.
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The Pega Business architect serves as a liaison between the business function and the technical development team to ensure that the Pega solution...
Routing Assignments to users
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Modul
Routing Assignments to users
1 Thema
25 Min.
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Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Script adherence
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Modul
Script adherence
3 Themen
20 Min.
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Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...
Sending emails during Case processing
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Modul
Sending emails during Case processing
1 Thema
15 Min.
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Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Sizing a Pega Platform project
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Modul
Sizing a Pega Platform project
2 Themen
25 Min.
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Determine project cost and schedule by estimating staffing and timelines with the Estimator tool. The Estimator is a discovery tool that provides an...
Skipping a Process or a Stage
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Modul
Skipping a Process or a Stage
1 Thema
10 Min.
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Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.
Suggested cases
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Modul
Suggested cases
3 Themen
25 Min.
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Learn how to configure a suggested case in the Voice AI channel. A suggested case provides guidance to the CSR on how to resolve a customer request.
Suggested knowledge articles
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Modul
Suggested knowledge articles
3 Themen
20 Min.
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Learn how to configure a suggested knowledge article in the Voice AI channel. A suggested Pega Knowledge article provides information related to the...