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Implementing Pega Customer Service Financial Service

This course is for System Architects who need to configure and extend a new Pega Customer Service for Financial Service implementation.

System Architects learn how to configure Service Cases for Retail Banking, Commercial Banking Wealth Management, and Collections. They also learn about the Financial Services Industry Framework (FSIF) and how to leverage the data model in the application

What you'll learn

By the end of this course, you will be able to successfully:

  • Describe customer service in a financial services setting.
  • Describe the application features, such as the Service Case manager and support for front and back office operations
  • Define the Pega Customer Service application's service cases types and data model.
  • Configure the application using sample requirements. Test the configured application.

Course Outline

  1. Course Introduction

    • Before you begin
  2. Overview of the Financial Services Industry

    • Describing the Financial Services business environment
    • Pega Customer Service for Financial Services introduction
  3. Explore the application

    • Pega Customer Service for Financial Services architecture
    • Describe the components of the application
    • Financial Services Industry Framework (FSIF) overview
    • Pega Service Case Manager for Financial Services overview
  4. Extend the application

    • Review customer requirements
    • Configuring the Composite
    • Configuring the Interaction Driver
    • Expose Services with Intent Tasks
    • Suggesting Tasks in Interactions
  5. Test your Implementation

    • Test the application implementation
  6. Course Summary

    • Conclusion

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level


  • Duration

    1 day

  • Platform Version


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