Getting started with Pega Smart Dispute Agentic Automation

Discover the fundamental configuration components that you require to establish a functional dispute management environment. This module covers the essential elements that you must use to set up and implement an Pega Smart Dispute™ Agentic Automation application, including user access structures, portal configurations, work management components, implementation approaches, and integration frameworks. By understanding these foundational elements, implementation teams can effectively customize the application to meet their organization's specific dispute processing requirements while maintaining core functionality and benefiting from future updates.

Beginner

Financial Services

Payment Processors Financial Services

English

After completing this module, you should be able to:

Apply the role-based access control system to manage user access efficiently and align it with organizational needs in dispute processing.

Understand the functions and access controls of various portals in dispute management, recognize their role-specific configurations, and appreciate the importance of integrating external systems for efficient dispute resolution.

Identify the function and importance of Work tables, how to configure them for optimized performance, and best practices for managing database structures in dispute management applications.

Explain how to configure and utilize Work Queues in Pega Smart Dispute Agentic Automation to enhance workflow management and tailor dispute resolution processes to specific organizational needs.

Understand how to set up and configure the implementation layer to customize the application for specific business needs while preserving core functionality and ensuring compatibility with future updates.

Explain how to set up and manage Visa service integration, including configuring the integration architecture, handling service audits, and managing exception handling to enable efficient dispute resolution processes.

Determine how existing Pega payment and dispute components can be extended and configured.

Available in the following mission:

Pega Smart Dispute Agentic Automation v2

Topics

Roles and Access Groups

5 mins

Portal configuration

10 mins

Work items and Database management in Work tables

10 mins

Work Queue configuration

10 mins

Setting up implementation layer

10 mins

Integration set up

10 mins

Extending to other payment types

5 mins

Module Quiz

5 mins