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Adding a new property to an existing entity
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Défi
Adding a new property to an existing entity
4 Tâches
20 mins
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U+ Bank wants to improve the experience of its customers with personalized decisions that are driven by customer-centric engagement policies and...
Configuring customer verification
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Défi
Configuring customer verification
2 Tâches
15 mins
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The business wants to ensure that all customer service representative verify the identity of a customer at the start of an interaction. You have been...
Creating a case from an email
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Défi
Creating a case from an email
4 Tâches
20 mins
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Your customer, U+ Bank, wants to speed up email interactions for address changes by pre-populating cases with the correct values. For address change...
Creating a composite tab
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Défi
Creating a composite tab
2 Tâches
5 mins
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As a customer service app administrator, you must create a new tab to display the transaction history and statement for a contact in a separate tab.
...
Creating a new service request
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Défi
Creating a new service request
4 Tâches
10 mins
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U+ Bank wants to offer its employees lunch services by creating a service request in which employees can select and then submit what they want to eat...
Creating a new, DX-compliant service request type
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Défi
Creating a new, DX-compliant service request type
3 Tâches
20 mins
Pega Customer Service 8.7 -
U+ Insurance wants one of its regional teams to start submitting E-bill registration service requests in their homegrown React-based CRM application...
Exercise setup - Development environment
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Défi
Exercise setup - Development environment
1 Tâche
15 mins
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In a typical implementation project, the system administrator is responsible for setting up the users and access groups, and completing security...
Exercise setup - Orchestrator configuration
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Défi
Exercise setup - Orchestrator configuration
2 Tâches
30 mins
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To ensure that the development environment can communicate with the Business Operations environment, you must update the environment URLs.
Caution: This step...
Modifying an existing service request type
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Défi
Modifying an existing service request type
1 Tâche
5 mins
Pega Customer Service 8.7 -
U+ Insurance wants to modify the user interface of its existing Change Beneficiary service request case type. During the intake stage, when selecting...
Populating sample data using Monte Carlo data sets
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Défi
Populating sample data using Monte Carlo data sets
5 Tâches
20 mins
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The U+ Bank project team built an implementation application of Pega Customer Decision Hub™ using the setup wizard, making use of the 1:1 Financial...