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Attaching PDF files to a case
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Challenge
Attaching PDF files to a case
2 Tasks
10 mins
Pega Platform 8.8 -
InsCorp wants to ensure that customers receive an email with a receipt of services, including a breakdown of the services provided. Add two...
Auditing changes to the value of fields
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Challenge
Auditing changes to the value of fields
1 Task
5 mins
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HRApps provides payroll setup for employees. For the Payroll Setup Case Type, an employee provides their bank information for direct deposit. When the...
Creating users and roles
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Challenge
Creating users and roles
4 Tasks
10 mins
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GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors...
Creating and managing teams of users
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Challenge
Creating and managing teams of users
5 Tasks
15 mins
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In Roadside Assistance Cases, a customer service representative (CSR) must assign a service provider to the Case, review the summary of the services...
Importing customer data from a CSV
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Challenge
Importing customer data from a CSV
2 Tasks
10 mins
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U+ Bank wants to improve the experience of its customers with predictive and adaptive analytical models that drive personalized decisions. Following...
Setting up data ingestion
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Challenge
Setting up data ingestion
7 Tasks
40 mins
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The project team at U+ Bank performed a data mapping workshop and mapped its existing data model to Pega Customer Decision Hub™ and structured the...