Search
Perpetual KYC with event-driven architecture
-
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...
Predicting fraud
-
Module
Predicting fraud
1 Topic
15 mins
-
Occasionally, an insurance claim might be erroneous or even fraudulent. To detect fraud and optimize the way in which the application routes work and...
Reviewing log files
-
Module
Reviewing log files
3 Topics
30 mins
-
Pega Platform™ provides logs that record system events such as application errors and performance and security issues. Use log files to identify and...
Routing Assignments to users
-
Module
Routing Assignments to users
1 Topic
25 mins
-
Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Script adherence
-
Module
Script adherence
3 Topics
20 mins
-
Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...
Sending emails during Case processing
-
Module
Sending emails during Case processing
1 Topic
15 mins
-
Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Service requests
-
Module
Service requests
9 Topics
50 mins
-
This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...
Skipping a Process or a Stage
-
Module
Skipping a Process or a Stage
1 Topic
10 mins
-
Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.
Suggested cases
-
Module
Suggested cases
3 Topics
25 mins
-
Learn how to configure a suggested case in the Voice AI channel. A suggested case provides guidance to the CSR on how to resolve a customer request.
Suggested knowledge articles
-
Module
Suggested knowledge articles
3 Topics
20 mins
-
Learn how to configure a suggested knowledge article in the Voice AI channel. A suggested Pega Knowledge article provides information related to the...