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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...
Securing and auditing data
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Module
Securing and auditing data
2 Rubriques
30 mins
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Pega Platform™ provides multiple ways to ensure the integrity of and ability to audit application data. Applications automatically track Actions...
Security Checklist awareness
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Module
Security Checklist awareness
1 Rubrique
20 mins
Platform -
- What is the Security Checklist?
- How do I access the Security Checklist?
- How to use the Security Checklist?/What is the purpose?
- What happens if I...
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...
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.
Tracking and auditing changes to data
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Module
Tracking and auditing changes to data
1 Rubrique
15 mins
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Pega Platform™ automatically tracks actions performed, such as which operators worked on a case and when. You can enhance this capability by using...
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.