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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...
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...
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...
Automating actions when a property value changes
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Reto
Automating actions when a property value changes
2 Tareas
15 minutos
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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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Reto
Circumstancing Rules on a single variable
2 Tareas
30 minutos
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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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Reto
Circumstancing Rules on multiple variables
3 Tareas
30 minutos
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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...
Configuring a dashboard
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Reto
Configuring a dashboard
2 Tareas
30 minutos
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Stakeholders have seen growth in the use of the Assistance request application. They want to confirm that, even though Cases are increasing, they are...
Configuring business conditions
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Reto
Configuring business conditions
2 Tareas
5 minutos
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U+ Bank identifies that many customer are missing their payment due dates, resulting in late fees and negative impact on their credit score. To...
Configuring Rule resolution
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Reto
Configuring Rule resolution
2 Tareas
25 minutos
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Human Resources (HR) business partners create benefits enrollment and employee evaluation Cases on behalf of TGB employees. To ensure that they create...