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  • Module

    Accessing sourced data in a case

    5 Topics

    45 mins

    Visible to all users
  • Optimize the retrieving, refreshing and persistence of data for case processing.

  • Module

    Adding an external data source to a data type

    4 Topics

    40 mins

    Visible to all users
  • Configure data types based on external data models to simplify integration with external systems.

  • Module

    Adding optional actions to a workflow

    3 Topics

    25 mins

    Visible to all users
  • Allow users to decide whether to perform additional actions on a case, such as updating account information or cancelling a case.

  • Module

    Approving cases with an authority matrix

    2 Topics

    25 mins

    Visible to all users
  • Pega Platform™ provides the ability to include single and cascading approvals when designing case types. You learn how to convert a single approval to...

  • Module

    Attaching PDF files to a case

    2 Topics

    20 mins

    Visible to all users
  • Pega Platform™ provides the Create PDF automation, which allows you to attach a screenshot of a view to the case in PDF format.

  • Module

    Automating decisions with decision tables

    3 Topics

    30 mins

    Visible to all users
  • Pega Platform™ allows you to design complex decision logic by using decision tables. Decision tables are a helpful approach when you must test the...

  • Module

    Automating decisions with decision trees

    3 Topics

    25 mins

    Visible to all users
  • Pega Platform™ allows you to design complex decision logic by using decision trees. Decision trees can evaluate against different test conditions and...

  • Module

    Automating workflow decisions

    2 Topics

    20 mins

    Visible to all users
  • Automate decision-making to reduce processing time and ensure consistency between cases.

  • Module

    Calculating values

    1 Topic

    25 mins

    Visible to all users
  • Enhance your existing data by calculating field values automatically to simplify processes and provide additional business insight.  Automatic...

  • Module

    Capturing and presenting data

    4 Topics

    45 mins

    Visible to all users
  • 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...

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