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Perpetual KYC with event-driven architecture

  • Module

    Perpetual KYC with event-driven architecture

    3 Rubriques

    35 mins

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • 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

  • Module

    Presenting suggestions for agents

    4 Rubriques

    35 mins

    Visible to: All users
  • 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

Rule resolution

Automating actions when a property value changes

Circumstancing Rules on a single variable

Circumstancing Rules on multiple variables

Configuring business conditions

Configuring Rule resolution

Creating and managing teams of users

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