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Case Management Intermediate

Preparation for 1:1 Customer Engagement Implementation

  • Mission

    Preparation for 1:1 Customer Engagement Implementation

    2 Modules

    9 Défis

    6 heures 30 mins

    Visible to all users
  • Learn how to prepare your Pega Customer Decision Hub™ environment to start development right away. Build your own always-on customer brain from the...

Approving cases with an authority matrix

  • Module

    Approving cases with an authority matrix

    2 Rubriques

    25 mins

    Pega Platform 8.2 Visible to all users
  • Pega Platform™ provides the ability to include single and cascading approvals when designing case types. You learn how to convert a single approval to...

Building the customer analytical data model

  • Module

    Building the customer analytical data model

    9 Rubriques

    1h 55 mins

    Visible to all users
  • Data lies at the heart of one-to-one customer engagement. Utilize industry-specific data models for customer-centric decisioning, based on best...

Configuring cascading approvals with an authority matrix

Decision tables and trees

Designing reports with multiple sources

Duplicate and temporary cases

  • Module

    Duplicate and temporary cases

    4 Rubriques

    30 mins

    Pega Platform Visible to all users
  • Learn how to configure the search duplicate cases feature to identify duplicate cases in the system. This feature allows users to decide which case is...

Extending service-level agreement configurations

Flow action processing

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