Defining a reporting strategy goes beyond creating reports in Pega Platform™. Many organizations use a data warehousing solution and have distinct...

Learn three techniques to create a report that references data from multiple classes: combining data in a report by creating subreports, configuring...

Specify conditions that help identify potential duplicate submissions to avoid duplication and reduce inefficiency.

Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...

Pega Email Bot can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...

The Email Manager portal facilitates the manual processing of emails that do not meet any of the intelligent routing criteria and necessitate triage...

Set a passed deadline interval with both Urgency adjustments and escalation Actions to drive late work to completion.

In Pega Platform™, you can add pre- and post-processing Actions to a Flow Action to manipulate data. These Actions enable you to add related tasks to...

Learn how Pega Platform™ manages multiple users accessing the same Case and configure Case locking to avoid potential conflicts in production...