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Defining a customer Microjourney
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Module
Defining a customer Microjourney
5 Topics
50 mins
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Learn how Case Types represent a customer Microjourney™ from beginning to a desired outcome. Design the life cycle of a Case Type as a series of Steps...
Defining a reporting strategy
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Module
Defining a reporting strategy
4 Topics
1 hr 55 mins
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Defining a reporting strategy goes beyond creating reports in Pega Platform™. Many organizations use a data warehousing solution and have distinct...
Designing an approval Process
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Module
Designing an approval Process
1 Topic
15 mins
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To enhance business reliability and accountability, configure an approval process that allows users to approve or reject tasks within the workflow.
Designing reports with multiple sources
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Module
Designing reports with multiple sources
4 Topics
55 mins
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Learn three techniques to create a report that references data from multiple classes: combining data in a report by creating subreports, configuring...
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...
Email bot cases and responses
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Module
Email bot cases and responses
2 Topics
25 mins
Pega Platform 8.8 -
Pega Email Bot can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...
Email Manager portal
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Module
Email Manager portal
6 Topics
55 mins
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The Email Manager portal facilitates the manual processing of emails that do not meet any of the intelligent routing criteria and necessitate triage...
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...
Escalating late work
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Module
Escalating late work
1 Topic
10 mins
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Set a passed deadline interval with both Urgency adjustments and escalation Actions to drive late work to completion.