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Pega CLM and KYC Foundation

Pega CLM and KYC Release Update

  • Mission

    Pega CLM and KYC Release Update

    2 Modules

    1 hr 25 mins

    Visible to: All users
  • Discover the three business pillars for Pega Client Lifecycle Management and Know Your Customer™ version '23 on new Alerts and Investigation...

Alert and Investigation Management accelerator

  • Module

    Alert and Investigation Management accelerator

    3 Topics

    50 mins

    Pega Client Lifecycle Management for Financial Services '23 Visible to: All users
  • Reusing assets from Pega Platform™ and Pega Foundation for Financial Services, the Alert and Investigation Management (AIM) accelerator provides a...

Claim navigation in Pega Smart Claims Engine

  • Module

    Claim navigation in Pega Smart Claims Engine

    5 Topics

    1 hr 20 mins

    Pega Smart Claims Engine for Healthcare 8.6 Visible to: All users
  • This module details the claims user interface, describes the components of an Internal Control Number (ICN), reviews claim identifiers, and describes...

Documentary Requirements Management

  • Module

    Documentary Requirements Management

    5 Topics

    55 mins

    Pega Client Lifecycle Management for Financial Services 8.7 Visible to: All users
  • Financial institutions are legally obligated to understand with who they are engaging in business, as well as the risks. Documentary Requirements...

eBusiness Services

  • Module

    eBusiness Services

    4 Topics

    40 mins

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • The eBusiness Services architecture improves automation and customer satisfaction by providing integration and business data layers to services such...

Implementing and deploying Pega Care Management

  • Module

    Implementing and deploying Pega Care Management

    6 Topics

    55 mins

    Pega Care Management 8.7 Visible to: All users
  • In this module, learn about the key concepts, and best practices when implementing and deploying the Pega Care Management™ application.

Know Your Customer

  • Module

    Know Your Customer

    4 Topics

    35 mins

    Pega Client Lifecycle Management for Financial Services 8.7 Visible to: All users
  • Financial institutions are legally obliged to adhere to Know Your Customer (KYC) laws and regulations, which ensure that customers are not involved in...

KYC Quality Control

  • Module

    KYC Quality Control

    1 Topic

    10 mins

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • Learn about quality control in Pega Client Lifecycle Management and Know Your Customer™ (CLM and KYC) and how it improves reviews and the "four-eye"...

Medication Therapy Management

  • Module

    Medication Therapy Management

    2 Topics

    40 mins

    Visible to: All users
  • Medication Therapy Management (MTM) is a free program offered as part of Medicare Part D plans to certain members that meet specific criteria, as...

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