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Perpetual KYC with event-driven architecture
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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
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Module
Predicting fraud
1 Topic
15 mins
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Occasionally, an insurance claim might be erroneous or even fraudulent. To detect fraud and optimize the way in which the application routes work and...
Presenting suggestions for agents
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Module
Presenting suggestions for agents
4 Topics
35 mins
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Routing Assignments to users
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Module
Routing Assignments to users
1 Topic
25 mins
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Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Saving data to a system of record
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Module
Saving data to a system of record
2 Topics
30 mins
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Promote Case processing efficiency and improve application flexibility by leveraging savable Data Pages and systems of records to store and update...
Sending emails during Case processing
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Module
Sending emails during Case processing
1 Topic
15 mins
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Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Simulating an external data source
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Module
Simulating an external data source
1 Topic
25 mins
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During development, before database integrations are configured. You can simulate an external data source to test functionality when a data source is...
Skipping a Process or a Stage
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Module
Skipping a Process or a Stage
1 Topic
10 mins
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Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.
The Data Model
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Module
The Data Model
4 Topics
50 mins
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Capture and present data in your application to provide the information that is necessary to complete work. Configure relationships among data types...
User guidance
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Module
User guidance
2 Topics
15 mins
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Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.