Search
Dev Studio overview
-
Module
Dev Studio overview
1 Topic
15 mins
-
With Dev Studio, developers can extend the application behavior configured in App Studio. Learn how to use Dev Studio to extend the configuration of...
Guiding a customer service agent with dialogs
-
Module
Guiding a customer service agent with dialogs
2 Topics
15 mins
-
Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Inviting users to an application
-
Module
Inviting users to an application
1 Topic
10 mins
-
Add Personas and Channel interfaces to an application and assign users to Personas based on how they interact with a Case.
Managing application access
-
Module
Managing application access
2 Topics
25 mins
-
Learn how you can configure role-based access control by using the Persona access landing page and Access Manager. The Persona access landing page and...
Managing application access for Business Architects
-
Module
Managing application access for Business Architects
2 Topics
30 mins
-
User management is fundamental to the successful implementation of a Pega Platform™ application.
As a Pega Business Architect, in order to...
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 -
Customer data changes, ongoing e-screening alerts, and periodic review deadlines are just a few examples of types of events that the application might...
Presenting suggestions for agents
-
Module
Presenting suggestions for agents
4 Topics
35 mins
-
During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Security Checklist awareness
-
Module
Security Checklist awareness
1 Topic
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...
Tracking and auditing changes to data
-
Module
Tracking and auditing changes to data
1 Topic
15 mins
-
Pega Platform™ automatically tracks actions performed, such as which operators worked on a case and when. You can enhance this capability by using...
Auditing changes to the value of fields
-
Challenge
Auditing changes to the value of fields
1 Task
5 mins
-
HRApps provides payroll setup for employees. For the Payroll Setup Case Type, an employee provides their bank information for direct deposit. When the...