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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...
Presenting suggestions for agents
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Modul
Presenting suggestions for agents
4 Themen
35 Min.
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Production readiness during the Adopt phase
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Modul
Production readiness during the Adopt phase
4 Themen
50 Min.
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The Adopt phase follows the Build phase. During Adopt, you confirm that your client is ready to implement the Microjourneys™ that you packaged into a...
Promoting rule reuse with relevant records
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Modul
Promoting rule reuse with relevant records
1 Thema
15 Min.
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Developers designate rules as relevant records to promote rule reuse by other developers. Leveraging relevant records helps developers build high...
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...
The Discover phase and your MLP
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Modul
The Discover phase and your MLP
12 Themen
1 Std. 55 Min.
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Discover is the first phase within the Pega Express™ delivery approach, based on design thinking. Design thinking plays a key role and helps your team...
The Prepare phase and project kickoff
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Modul
The Prepare phase and project kickoff
7 Themen
1 Std. 15 Min.
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The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...
Automating actions when a property value changes
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Challenge
Automating actions when a property value changes
2 Aufgaben
15 Min.
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The Payroll Department at TGB reports that some employees enter an incorrect bank name when enrolling in direct deposit. The payroll department...
Circumstancing Rules on a single variable
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Challenge
Circumstancing Rules on a single variable
2 Aufgaben
30 Min.
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TGB sends an email to a candidate to extend an offer of employment. TGB company policy gives the candidate 72 hours to respond to the offer. However...
Circumstancing Rules on multiple variables
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Challenge
Circumstancing Rules on multiple variables
3 Aufgaben
30 Min.
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As a part of the onboarding process, TGB sends an email that provides the employment start date to each new employee and contractor. This email also...