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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 Visible to: All users
  • Customer data changes, ongoing e-screening alerts, and periodic review deadlines are just a few examples of types of events that the application might...

Presenting suggestions for agents

  • Module

    Presenting suggestions for agents

    4 Topics

    35 mins

    Visible to: All users
  • During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...

Refining an Agile Workbench backlog

Debugging application errors

Creating and managing teams of users

Designing a mobile app experience

UI für eine mobile App entwerfen

Configuring business conditions

Configuring intelligent routing

  • Challenge

    Configuring intelligent routing

    2 Tasks

    10 mins

    Visible to: All users
  • The U+ Bank email bot is set up. You are now expected to configure the email bot to react to customer requests, route work, and automatically respond...

Configuring the Email Manager portal

  • Challenge

    Configuring the Email Manager portal

    3 Tasks

    15 mins

    Visible to: All users
  • The U+ Bank email bot is set up, and you must configure the Email Manager portal to manually triage any emails that do not match the intelligent...

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