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Control the workflow based on business context
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Défi
Control the workflow based on business context
3 Tâches
10 mins
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When customers submit a request for roadside assistance, a customer service representative (CSR) manually validates whether the customer is enrolled...
Controlling the workflow based on a business context for BAs
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Défi
Controlling the workflow based on a business context for BAs
2 Tâches
15 mins
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When customers request roadside assistance, a Manager manually validates whether the customer is enrolled in roadside assistance coverage. To improve...
Converting a lead to an opportunity
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Défi
Converting a lead to an opportunity
2 Tâches
10 mins
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Noah Smith receives a call from Ian Thomas. Ian wants to install a Voice over IP (VoIP) system for his small business. Noah schedules a meeting with...
Converting the class of incoming data
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Défi
Converting the class of incoming data
4 Tâches
25 mins
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In the Sample application, two entities exist for storing patient data and their corresponding health policy data, where one patient may have multiple...
Creating a basic automation
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Défi
Creating a basic automation
3 Tâches
20 mins
Pega Robotic Automation 22.1 -
Create a project that logs in to the BankerInsight application, inserts the Customer Number, and searches for a client to display account details.
C...
Creating a Blueprint
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Défi
Creating a Blueprint
3 Tâches
10 mins
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U+ Bank is expanding its retail financial services business to include personal investing. U+ Bank has decided to utilize Pega GenAI™ Blueprint functi...
Creating a business account
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Défi
Creating a business account
1 Tâche
5 mins
Pega Sales Automation '24.1 -
Chuck Keffler, who runs a construction company, is interested in security products. After nurturing the lead, sales representative Benjamin Miller...
Creating a case classification prediction using NLP
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Défi
Creating a case classification prediction using NLP
4 Tâches
30 mins
Pega Platform '24.1 -
U+ Insurance is currently handling a high volume of car insurance claims. At present, experts review all cases and manually categorize and route them...
Creating a case completion prediction
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Défi
Creating a case completion prediction
3 Tâches
15 mins
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U+ Insurance implements Pega Process AI™ to optimize case automation. The business wants to predict whether an incoming claim has a low probability of...
Creating a case from an email
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Défi
Creating a case from an email
4 Tâches
20 mins
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Your customer, U+ Bank, wants to speed up email interactions for address changes by pre-populating cases with the correct values. For address change...