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Rule resolution
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Modul
Rule resolution
5 Themen
1 Std.
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Pega Platform™ uses a Rule resolution process and various Rule statuses to determine the most appropriate Rule instance to apply in a situation...
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...
Service requests
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Modul
Service requests
9 Themen
50 Min.
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This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...
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.
User guidance
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Modul
User guidance
2 Themen
15 Min.
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Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.
Working in the Patient 360 profile
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Modul
Working in the Patient 360 profile
8 Themen
1 Std. 35 Min.
Pega Care Management 8.7 -
Learn about the key concepts and best practices for configuring Patient 360, including setting the categories for tracking social determinants of...
Adding a duplicate Case search for BAs
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Challenge
Adding a duplicate Case search for BAs
4 Aufgaben
15 Min.
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In a DCO session, GoGoRoad stakeholders said that they want to ensure that only one Assistance Request Case is processed for each customer incident...
Adding a duplicate Case Type search
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Challenge
Adding a duplicate Case Type search
3 Aufgaben
10 Min.
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InsCorp wants to ensure that only one Assistance Request Case is processed for each request. Customers that send assistance requests might have...
Adding a new property to an existing entity
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Challenge
Adding a new property to an existing entity
4 Aufgaben
20 Min.
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U+ Bank wants to improve the experience of its customers with personalized decisions that are driven by customer-centric engagement policies and...
Adding clickstream data to a customer profile
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Challenge
Adding clickstream data to a customer profile
6 Aufgaben
30 Min.
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U+ Bank uses Pega Customer Decision Hub™ to present personalized credit card offers to its customers on its website. The data scientists want to...