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Adding a new property to an existing entity
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Challenge
Adding a new property to an existing entity
4 Tasks
20 mins
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U+ Bank wants to improve the experience of its customers with personalized decisions that are driven by customer-centric engagement policies and...
Configuring customer verification
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Challenge
Configuring customer verification
2 Tasks
15 mins
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The business wants to ensure that all customer service representative verify the identity of a customer at the start of an interaction. You have been...
Creating a case from an email
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Challenge
Creating a case from an email
4 Tasks
20 mins
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Your customer, U+ Bank, wants to speed up email interactions for address changes by pre-populating cases with the correct values. For address change...
Creating a new service request
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Challenge
Creating a new service request
4 Tasks
10 mins
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U+ Bank wants to offer its employees lunch services by creating a service request in which employees can select and then submit what they want to eat...
Exercise setup - Development environment
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Challenge
Exercise setup - Development environment
1 Task
15 mins
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In a typical implementation project, the system administrator is responsible for setting up the users and access groups, and completing security...
Exercise setup - Orchestrator configuration
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Challenge
Exercise setup - Orchestrator configuration
2 Tasks
30 mins
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To ensure that the development environment can communicate with the Business Operations environment, you must update the environment URLs.
Caution: This step...
Modifying an existing service request type
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Challenge
Modifying an existing service request type
1 Task
5 mins
Pega Customer Service 8.7 -
U+ Insurance wants to modify the user interface of its existing Change Beneficiary service request case type. During the intake stage, when selecting...
Populating sample data using Monte Carlo data sets
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Challenge
Populating sample data using Monte Carlo data sets
5 Tasks
20 mins
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The U+ Bank project team built an implementation application of Pega Customer Decision Hub™ using the setup wizard, making use of the 1:1 Financial...
Routing email based on content
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Challenge
Routing email based on content
4 Tasks
15 mins
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U+ is a major company in the financial industry that wants to improve engagement with customers. U+ has recently opened an email channel where...
Suggesting a reply based on email content
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Challenge
Suggesting a reply based on email content
4 Tasks
15 mins
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Your team asks you to update the Pega Customer Service™ email channel. The team wants to add a suggested reply for when a customer sends an email and...