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Perpetual KYC with event-driven architecture
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Módulo
Perpetual KYC with event-driven architecture
3 Temas
35 minutos
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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Módulo
Predicting fraud
1 Tema
15 minutos
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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...
Routing Assignments to users
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Módulo
Routing Assignments to users
1 Tema
25 minutos
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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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Módulo
Script adherence
3 Temas
20 minutos
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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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Módulo
Sending emails during Case processing
1 Tema
15 minutos
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Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Skipping a Process or a Stage
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Módulo
Skipping a Process or a Stage
1 Tema
10 minutos
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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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Módulo
Suggested cases
3 Temas
25 minutos
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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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Módulo
Suggested knowledge articles
3 Temas
20 minutos
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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...
User guidance
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Módulo
User guidance
2 Temas
15 minutos
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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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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...