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Perpetual KYC with event-driven architecture
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Module
Perpetual KYC with event-driven architecture
3 Rubriques
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 Rubrique
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...
Routing Assignments to users
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Module
Routing Assignments to users
1 Rubrique
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...
Routing email based on content
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Module
Routing email based on content
3 Rubriques
25 mins
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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...
Sending emails during Case processing
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Module
Sending emails during Case processing
1 Rubrique
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...
Service requests
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Module
Service requests
9 Rubriques
50 mins
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This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...
Setting chat and messaging behavior
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Module
Setting chat and messaging behavior
4 Rubriques
35 mins
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Chat and messaging configuration options define the properties for all the individual channels that support conversations between customer service...
Skipping a Process or a Stage
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Module
Skipping a Process or a Stage
1 Rubrique
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.
Training the email bot
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Module
Training the email bot
2 Rubriques
20 mins
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Pega Email Bot uses natural language processing (NLP) to analyze and learn from patterns of conversation between customer service representatives...
User guidance
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Module
User guidance
2 Rubriques
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.