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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.
Working in the Patient 360 profile
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Module
Working in the Patient 360 profile
8 Topics
1 hr 35 mins
Pega Care Management 8.7 -
Learn about the key concepts and best practices for configuring Patient 360, including setting the categories for tracking social determinants of...
Adding a duplicate Case search for BAs
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Challenge
Adding a duplicate Case search for BAs
4 Tasks
15 mins
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In a DCO session, GoGoRoad stakeholders said that they want to ensure that only one Assistance Request Case is processed for each customer incident...
Adding a duplicate Case Type search
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Challenge
Adding a duplicate Case Type search
3 Tasks
10 mins
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InsCorp wants to ensure that only one Assistance Request Case is processed for each request. Customers that send assistance requests might have...
Adding a new property to an existing entity
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Challenge
Adding a new property to an existing entity
4 Tasks
20 mins
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U+ Bank wants to improve the experience of its customers with personalized decisions that are driven by customer-centric engagement policies and...
Adding clickstream data to a customer profile
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Challenge
Adding clickstream data to a customer profile
6 Tasks
30 mins
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U+ Bank uses Pega Customer Decision Hub™ to present personalized credit card offers to its customers on its website. The data scientists want to...