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eBusiness Services
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Module
eBusiness Services
4 Topics
40 mins
Pega Client Lifecycle Management for Financial Services 8.8 -
The eBusiness Services architecture improves automation and customer satisfaction by providing integration and business data layers to services such...
Enriching data with third party providers
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Module
Enriching data with third party providers
2 Topics
20 mins
Pega Client Lifecycle Management for Financial Services 8.8 -
Data enrichment and eBusiness Services architecture improve automation and customer satisfaction. Learn how the Encompass integration improves data...
Field values
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Module
Field values
1 Topic
15 mins
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Learn how to use field value rules to define items in a selection list presented to end users, which enables you to restrict the values of a property...
Guiding a customer service agent with dialogs
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Module
Guiding a customer service agent with dialogs
2 Topics
15 mins
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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
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Module
Inviting users to an application
1 Topic
10 mins
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Add Personas and Channel interfaces to an application and assign users to Personas based on how they interact with a Case.
Managing application access
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Module
Managing application access
2 Topics
25 mins
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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
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Module
Managing application access for Business Architects
2 Topics
30 mins
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User management is fundamental to the successful implementation of a Pega Platform™ application.
As a Pega Business Architect, in order to...
Managing data values for Business Architects
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Module
Managing data values for Business Architects
5 Topics
1 hr 15 mins
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As a Pega Business Architect, understanding Pega's features for managing data integrity and accuracy throughout the Case Life Cycle is essential for...
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...
Saving data to a system of record
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Module
Saving data to a system of record
2 Topics
30 mins
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Promote Case processing efficiency and improve application flexibility by leveraging savable Data Pages and systems of records to store and update...