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Management of related parties in Pega Client Lifecycle Management and KYC

  • Module

    Management of related parties in Pega Client Lifecycle Management and KYC

    3 Topics

    35 mins

    Pega Know Your Customer for Financial Services 8.7 Visible to: All users
  • With Pega Client Lifecycle Management (CLM) and KYC™, financial institutions can understand the risk of doing business with their customers and ensure...

Managing application access

Managing application access for Business Architects

Managing automation deployments within an organization

  • Module

    Managing automation deployments within an organization

    5 Topics

    1 hr 5 mins

    Pega Robot Manager 8.5.3 Visible to: All users
  • Learn the roles of users with access to Robot Manager, the process of creating users and departments, the process of maintaining users and departments...

Managing Case relationships for the Business Architect

Managing concurrent Case access

Managing customer interactions

  • Module

    Managing customer interactions

    4 Topics

    30 mins

    Visible to: All users
  • Voice AI provides tools to allow managers to monitor and evaluate interactions between a customer and a CSR. Managers can use real-time alerts and...

Managing data values for Business Architects

Managing desktop runtime configurations remotely

  • Module

    Managing desktop runtime configurations remotely

    3 Topics

    20 mins

    Visible to: All users
  • With the ability to modify the runtime configuration files remotely from the Robot Manager portal, an administrator can adjust user and robot machines...

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