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Creating Data Objects
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Module
Creating Data Objects
3 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...
Customizing the customer service user interface
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Module
Customizing the customer service user interface
2 Topics
15 mins
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Learn how to configure various aspects of the Pega Customer Service™ UI. Customize the layout for a service case, add a field to display, and modify...
Displaying data with Constellation for Business Architects
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Module
Displaying data with Constellation for Business Architects
5 Topics
1 hr 5 mins
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As a Pega Business Architect, understanding the Pega Platform™ Constellation architecture enables you to quickly design and deliver consistent user...
eBusiness Services
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Module
eBusiness Services
4 Topics
40 mins
Pega Client Lifecycle Management for Financial Services 8.8 -
The eBusiness Services architecture improves automation and customer satisfaction by providing integration and business data layers to services such...
Enriching data with third party providers
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Module
Enriching data with third party providers
2 Topics
20 mins
Pega Client Lifecycle Management for Financial Services 8.8 -
Data enrichment and eBusiness Services architecture improve automation and customer satisfaction. Learn how the Encompass integration improves data...
Field values
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Module
Field values
1 Topic
15 mins
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Learn how to use field value rules to define items in a selection list presented to end users, which enables you to restrict the values of a property...
Guiding a customer service agent with dialogs
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Module
Guiding a customer service agent with dialogs
2 Topics
15 mins
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Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Integrating external data
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Module
Integrating external data
2 Topics
20 mins
Pega Customer Service 8.8 -
In this module, you learn how to integrate external data into a Pega Customer Service application. You will connect to a REST service that contains...
Inviting users to an application
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Module
Inviting users to an application
1 Topic
10 mins
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Add Personas and Channel interfaces to an application and assign users to Personas based on how they interact with a Case.
Managing application access
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Module
Managing application access
2 Topics
25 mins
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Learn how you can configure role-based access control by using the Persona access landing page and Access Manager. The Persona access landing page and...