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Accessing sourced data in a case
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Module
Accessing sourced data in a case
6 Topics
1 hr 10 mins
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Configure the structure and refresh strategies for data pages to optimize the retrieving, refreshing, and persistence of data for case processing.
Adding an external data source to a data type
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Module
Adding an external data source to a data type
2 Topics
30 mins
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Configure data types based on external data models to simplify integration with external systems.
Application data manipulation
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Module
Application data manipulation
3 Topics
30 mins
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In some cases, a data reference is insufficient for your business need. Pega Platform™ provides data transforms to copy selected data from one source...
Application essentials
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Module
Application essentials
4 Topics
40 mins
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Determine what data your application requires and who will use the application. Then, set up processes to capture data, send emails, and route work.
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Building the customer analytical data model
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Module
Building the customer analytical data model
9 Topics
1 hr 55 mins
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Data lies at the heart of one-to-one customer engagement. Utilize industry-specific data models for customer-centric decisioning, based on best...
Calculating values
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Module
Calculating values
1 Topic
25 mins
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Enhance your existing data by calculating field values automatically to simplify processes and provide additional business insight. Automatic...
Capturing and presenting data
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Module
Capturing and presenting data
3 Topics
45 mins
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Define fields to capture user input and present data to users. Add fields to views to define and tailor the user interface (UI) for each step of the...
Configuring common phrases for agents
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Module
Configuring common phrases for agents
1 Topic
10 mins
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Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...
Configuring customer verification
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Module
Configuring customer verification
2 Topics
20 mins
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The Customer verification feature provides a pool of security questions that a customer service representative (CSR) can use to verify customer...
Creating a data relationship
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Module
Creating a data relationship
2 Topics
30 mins
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Create data objects to model the attributes of an entity and establish a common context for a group of fields. Create a data relationship with a...