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Configuring a cascading approval with a reporting structure

Configuring cascading approvals with an authority matrix

Configuring intelligent routing

  • Reto

    Configuring intelligent routing

    2 Tareas

    10 minutos

    Visible to: All users
  • The U+ Bank email bot is set up. You are now expected to configure the email bot to react to customer requests, route work, and automatically respond...

Configuring the Email Manager portal

  • Reto

    Configuring the Email Manager portal

    3 Tareas

    15 minutos

    Visible to: All users
  • The U+ Bank email bot is set up, and you must configure the Email Manager portal to manually triage any emails that do not match the intelligent...

Control the workflow based on business context

Controlling the workflow based on a business context for BAs

  • Reto

    Controlling the workflow based on a business context for BAs

    2 Tareas

    15 minutos

    Visible to: All users
  • When customers request roadside assistance, a Manager manually validates whether the customer is enrolled in roadside assistance coverage. To improve...

Creating a case completion prediction

  • Reto

    Creating a case completion prediction

    3 Tareas

    15 minutos

    Visible to: All users
  • U+ Insurance implements Pega Process AI™ to optimize case automation. The business wants to predict whether an incoming claim has a low probability of...

Creating a child case

Creating a child Case for BAs

Creating a fraud prediction

  • Reto

    Creating a fraud prediction

    3 Tareas

    15 minutos

    Visible to: All users
  • U+ Insurance routes incoming car insurance claims for straight-through processing when the amount of a claim is under a set limit. If the amount of...

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