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Perpetual KYC with event-driven architecture
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Module
Perpetual KYC with event-driven architecture
3 Topics
35 mins
Pega Client Lifecycle Management for Financial Services 8.8 -
Customer data changes, ongoing e-screening alerts, and periodic review deadlines are just a few examples of types of events that the application might...
Presenting suggestions for agents
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Module
Presenting suggestions for agents
4 Topics
35 mins
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Promoting rule reuse with relevant records
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Module
Promoting rule reuse with relevant records
1 Topic
15 mins
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Developers designate rules as relevant records to promote rule reuse by other developers. Leveraging relevant records helps developers build high...
Rule resolution
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Module
Rule resolution
5 Topics
1 hr
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Pega Platform™ uses a Rule resolution process and various Rule statuses to determine the most appropriate Rule instance to apply in a situation...
Testing for accessibility
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Module
Testing for accessibility
5 Topics
1 hr 20 mins
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One of the critical parts of building an accessible product is to understand how to test the product throughout the development process. Learn about...
Automating actions when a property value changes
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Challenge
Automating actions when a property value changes
2 Tasks
15 mins
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The Payroll Department at TGB reports that some employees enter an incorrect bank name when enrolling in direct deposit. The payroll department...
Circumstancing Rules on a single variable
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Challenge
Circumstancing Rules on a single variable
2 Tasks
30 mins
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TGB sends an email to a candidate to extend an offer of employment. TGB company policy gives the candidate 72 hours to respond to the offer. However...
Circumstancing Rules on multiple variables
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Challenge
Circumstancing Rules on multiple variables
3 Tasks
30 mins
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As a part of the onboarding process, TGB sends an email that provides the employment start date to each new employee and contractor. This email also...
Configuring business conditions
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Challenge
Configuring business conditions
2 Tasks
5 mins
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U+ Bank identifies that many customer are missing their payment due dates, resulting in late fees and negative impact on their credit score. To...
Configuring Rule resolution
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Challenge
Configuring Rule resolution
2 Tasks
25 mins
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Human Resources (HR) business partners create benefits enrollment and employee evaluation Cases on behalf of TGB employees. To ensure that they create...