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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 case completion
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Module
Predicting case completion
1 Topic
15 mins
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Pega Process AI™ can help to distinguish regular from complex claims. Complex claims often escalate into a lengthy process, which is not only costly...
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...
Predicting missing the Service-Level Agreement
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Module
Predicting missing the Service-Level Agreement
1 Topic
10 mins
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Pega Process AI™ can help to distinguish regular from complex claims. Complex claims often escalate into a lengthy process, which is not only costly...
Preparing Customer Decision Hub for development
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Module
Preparing Customer Decision Hub for development
3 Topics
40 mins
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Discover how to complete the essential setup tasks of the Pega Customer Decision Hub™ application through an automated, end-to-end process by using...
Presenting suggestions for agents
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Module
Presenting suggestions for agents
4 Topics
35 mins
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
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.