Pega Smart Investigate for Payments to Pega Smart Investigate Agentic Automation transition process

Learn how to transition from Pega Smart Investigate™ for Payments to Pega Smart Investigate Agentic Automation™ to modernize payment investigation processes. Explore the organizational setup, data integration, configuration, automation strategies, and advanced AI features that help improve efficiency, compliance, and scalability.

Beginner

English

After completing this module, you should be able to:

Configure organizational structures, Portals, and access controls to support secure and efficient Case Management.

Apply data mapping techniques by using the Pega Common Data Model to integrate legacy systems with Smart Investigate Agentic Automation.

Implement configuration settings, dashboards, and reporting tools to monitor performance and compliance.

Design automated processes and resolution activities to reduce manual effort and enhance investigation accuracy.

Integrate accounting models and messaging standards, including ISO 20022, to support interoperability and future readiness.

Use agentic and generative AI features to automate email processing, enable natural language reporting, and improve decision-making.

Available in the following mission:

Pega Smart Investigate Agentic Automation v2

Topics

Organizational setup

15 mins

Configurations

10 mins

Data mapping

5 mins

Accounting

5 mins

Audit

10 mins

Messaging engine

15 mins

Dashboards and reporting

10 mins

Processes and automations

15 mins

Transition to production

10 mins

Agentic and generative AI features in Pega Smart Investigate Agentic Automation

10 mins

Module Quiz

10 mins