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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...

Predicting fraud

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...

Working in the Patient 360 profile

  • Module

    Working in the Patient 360 profile

    8 Topics

    1 hr 35 mins

    Pega Care Management 8.7 Visible to: All users
  • Learn about the key concepts and best practices for configuring Patient 360, including setting the categories for tracking social determinants of...

Adding a duplicate Case search for BAs

Adding a duplicate Case Type search

Adding an external data source to a data type

Adding data records to a data object

Adding fields to Views

Adding optional Actions to a workflow

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