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Exercise setup - Development environment
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Challenge
Exercise setup - Development environment
1 Task
15 mins
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In a typical implementation project, the system administrator is responsible for setting up the users and access groups, and completing security...
Exercise setup - Orchestrator configuration
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Challenge
Exercise setup - Orchestrator configuration
2 Tasks
30 mins
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To ensure that the development environment can communicate with the Business Operations environment, you must update the environment URLs.
Caution: This step...
Modifying an existing service request type
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Challenge
Modifying an existing service request type
1 Task
5 mins
Pega Customer Service 8.7 -
U+ Insurance wants to modify the user interface of its existing Change Beneficiary service request case type. During the intake stage, when selecting...
Populating sample data using Monte Carlo data sets
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Challenge
Populating sample data using Monte Carlo data sets
5 Tasks
20 mins
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The U+ Bank project team built an implementation application of Pega Customer Decision Hub™ using the setup wizard, making use of the 1:1 Financial...
Routing email based on content
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Challenge
Routing email based on content
4 Tasks
15 mins
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U+ is a major company in the financial industry that wants to improve engagement with customers. U+ has recently opened an email channel where...
Suggesting a reply based on email content
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Challenge
Suggesting a reply based on email content
4 Tasks
15 mins
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Your team asks you to update the Pega Customer Service™ email channel. The team wants to add a suggested reply for when a customer sends an email and...
Use Case - Configuring 1:1 Always-on outbound schedule
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Challenge
Use Case - Configuring 1:1 Always-on outbound schedule
2 Tasks
15 mins
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In the initial phase of the project, the U+ Comms technical team wants to use the same SMS delivery infrastructure that is currently in use. The team...
Use Case - Creating a file output template
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Challenge
Use Case - Creating a file output template
2 Tasks
15 mins
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In the initial phase of the project, the U+ Comms technical team wants to use the same SMS delivery infrastructure that is currently in use.
At this...
Use Case - Creating a new clickstream summary
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Challenge
Use Case - Creating a new clickstream summary
2 Tasks
30 mins
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The technical team has successfully developed the infrastructure for streaming web activity data, and the Pega Customer Decision Hub™ application...
Use Case - Creating a new contact policy
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Challenge
Use Case - Creating a new contact policy
2 Tasks
1 hr
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The migration of the applications to the Business Operations environment (BOE) is complete, and the change management process can begin. Now, all...