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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...
Production readiness during the Adopt phase
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Módulo
Production readiness during the Adopt phase
4 Temas
50 minutos
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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...
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...
Setting chat and messaging behavior
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Módulo
Setting chat and messaging behavior
4 Temas
35 minutos
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Chat and messaging configuration options define the properties for all the individual channels that support conversations between customer service...
The Discover phase and your MLP
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Módulo
The Discover phase and your MLP
12 Temas
1 h 55 minutos
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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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Módulo
The Prepare phase and project kickoff
7 Temas
1 h 15 minutos
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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...
Tracking and auditing changes to data
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Módulo
Tracking and auditing changes to data
1 Tema
15 minutos
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Pega Platform™ automatically tracks actions performed, such as which operators worked on a case and when. You can enhance this capability by using...
Auditing changes to the value of fields
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Reto
Auditing changes to the value of fields
1 Tarea
5 minutos
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HRApps provides payroll setup for employees. For the Payroll Setup Case Type, an employee provides their bank information for direct deposit. When the...
Creating and managing teams of users
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Reto
Creating and managing teams of users
5 Tareas
15 minutos
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In Roadside Assistance Cases, a customer service representative (CSR) must assign a service provider to the Case, review the summary of the services...
Creating users and roles
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Reto
Creating users and roles
4 Tareas
10 minutos
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GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors...