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Perpetual KYC with event-driven architecture
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モジュール
Perpetual KYC with event-driven architecture
3 トピック
35 分
Pega Client Lifecycle Management for Financial Services 8.8 -
Customer data changes, ongoing e-screening alerts, and periodic review deadlines are just a few examples of types of events that the application might...
Predicting fraud
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モジュール
Predicting fraud
1 トピック
15 分
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Occasionally, an insurance claim might be erroneous or even fraudulent. To detect fraud and optimize the way in which the application routes work and...
Presenting suggestions for agents
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モジュール
Presenting suggestions for agents
4 トピック
35 分
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Routing Assignments to users
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モジュール
Routing Assignments to users
1 トピック
25 分
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Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Script adherence
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モジュール
Script adherence
3 トピック
20 分
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Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...
Sending emails during Case processing
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モジュール
Sending emails during Case processing
1 トピック
15 分
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Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Skipping a Process or a Stage
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モジュール
Skipping a Process or a Stage
1 トピック
10 分
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Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.
Suggested cases
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モジュール
Suggested cases
3 トピック
25 分
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Learn how to configure a suggested case in the Voice AI channel. A suggested case provides guidance to the CSR on how to resolve a customer request.
Suggested knowledge articles
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モジュール
Suggested knowledge articles
3 トピック
20 分
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Learn how to configure a suggested knowledge article in the Voice AI channel. A suggested Pega Knowledge article provides information related to the...
User guidance
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モジュール
User guidance
2 トピック
15 分
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Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.