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Presenting suggestions for agents
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Módulo
Presenting suggestions for agents
4 Temas
35 minutos
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Promoting rule reuse with relevant records
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Módulo
Promoting rule reuse with relevant records
1 Tema
15 minutos
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Developers designate rules as relevant records to promote rule reuse by other developers. Leveraging relevant records helps developers build high...
Securing and auditing data
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Módulo
Securing and auditing data
2 Temas
30 minutos
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Pega Platform™ provides multiple ways to ensure the integrity of and ability to audit application data. Applications automatically track Actions...
Rule resolution
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Módulo
Rule resolution
5 Temas
1 h
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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...
Security Checklist awareness
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Módulo
Security Checklist awareness
1 Tema
20 minutos
Platform -
- What is the Security Checklist?
- How do I access the Security Checklist?
- How to use the Security Checklist?/What is the purpose?
- What happens if I...
Service requests
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Módulo
Service requests
9 Temas
50 minutos
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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...
Working in the Patient 360 profile
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Módulo
Working in the Patient 360 profile
8 Temas
1 h 35 minutos
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...
Updating Assignment routing
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Reto
Updating Assignment routing
2 Tareas
20 minutos
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The Human Resources (HR) department wants the ability to add a new hire to the company payroll. The PegaHR application includes a Case Type to perform...
Adding a duplicate Case search for BAs
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Reto
Adding a duplicate Case search for BAs
4 Tareas
15 minutos
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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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Reto
Adding a duplicate Case Type search
3 Tareas
10 minutos
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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...