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Perpetual KYC with event-driven architecture

  • 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 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...

Pipeline templates

  • モジュール

    Pipeline templates

    6 トピック

    41 分

    All Products Visible to: All users
  • This module covers the various pipeline templates that help you structure pipelines for their ultimate purpose, as well separate business needs for...

Promoting rule reuse with relevant records

Quality visualization for a Pega Platform application

  • モジュール

    Quality visualization for a Pega Platform application

    3 トピック

    25 分

    All Products Visible to: All users
  • This module describes various quality metrics on the Application Quality dashboard to monitor the functional quality of a Pega Platform™ application...

Rule resolution

Script adherence

  • モジュール

    Script adherence

    3 トピック

    20 分

    Visible to: All users
  • Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...

Securing and auditing data

Security Checklist awareness

  • モジュール

    Security Checklist awareness

    1 トピック

    20 分

    Platform Visible to: All users
    • What is the Security Checklist?
    • How do I access the Security Checklist?
    • How to use the Security Checklist?/What is the purpose?
    • What happens if I...

Suggested cases

  • モジュール

    Suggested cases

    3 トピック

    25 分

    Visible to: All users
  • 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

  • モジュール

    Suggested knowledge articles

    3 トピック

    20 分

    Visible to: All users
  • Learn how to configure a suggested knowledge article in the Voice AI channel. A suggested Pega Knowledge article provides information related to the...

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