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Perpetual KYC with event-driven architecture
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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...
Predicting fraud
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Module
Predicting fraud
1 Topic
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...
Production readiness during the Adopt phase
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Module
Production readiness during the Adopt phase
4 Topics
50 mins
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The Adopt phase follows the Build phase. During Adopt, you confirm that your client is ready to implement the Microjourneys™ that you packaged into a...
Routing Assignments to users
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Module
Routing Assignments to users
1 Topic
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...
Sending emails during Case processing
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Module
Sending emails during Case processing
1 Topic
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 Topics
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 Topic
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.
The Discover phase and your MLP
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Module
The Discover phase and your MLP
12 Topics
1 hr 55 mins
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Discover is the first phase within the Pega Express™ delivery approach, based on design thinking. Design thinking plays a key role and helps your team...
The Prepare phase and project kickoff
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Module
The Prepare phase and project kickoff
7 Topics
1 hr 15 mins
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The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...
User guidance
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Module
User guidance
2 Topics
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.