| Design Patterns | Application | Capability/Industry Area | Description |
|---|
| 6 Steps to add new circumstance type in Manage Customer Circumstance Microjourney | Customer Service | Financial Services | Key extension points in the Manage Customer Circumstance Microjourney that are needed to add, capture and review a new circumstance type. |
| Accessing a customer’s interaction history with the CustomerOfferHistory REST service | Customer Decision Hub | Marketing | Describes use cases and how to of the customer offer history service |
| Action Flow Template | Customer Decision Hub | Decision management | Learn how to build a reusable Action Flow template |
| Adding a mainframe application to a robotic solution | Robotic Process Automation | Robotic Automation | Describes how to add a mainframe application to a robotic automation solution. |
| Adding a new enrichment provider that is not yet available in Pega Marketplace | Pega Foundation for Financial Services | Financial Services | Add a new enrichment data provider for PFFS |
| Adobe Campaign Classic integration with Pega Customer Decision Hub | Customer Decision Hub | financial service, communications, insurance | Integration with Adobe Campaign Classic |
| Analyzing idle time | Workforce Intelligence | Workforce Intelligence | How to analyze and think about idle time in an organization |
| Apply validations to ensure data integrity | Platform | Low-Code Application Development | Applying various types of validations in an application |
| Apply validations to ensure data integrity | Platform | Low-code app dev | Applying various types of validations in an application |
| Authentication in Web Chatbot | Platform | Conversational Channels | Authentication in Intelligent Virtual Assistant for Web Chatbot |
| Best Practice for Workforce Intelligence Hierarchy | Workforce Intelligence | Workforce Intelligence | How to build a Workforce Intelligence hierarchy |
| Best practices for defining case views specific to case types | Platform | Case Management | Best practices for defining case views specific to case types |
| Best practices for developing personas | Platform | Low-Code Application Development | Developing personas |
| Best practices for implementing high performing Pega Sales Automation applications | Sales Automation | Performance | Implementing high performing Pega Sales Automation applications |
| Best practices for importing data in Pega Sales Automation | Sales Automation | Data import | Describes best practices for importing data in Pega Sales Automation |
| Best practices for non-functional aspects of the end-user experience | Platform | Application development | Best practices for non-functional aspects of the end-user experience |
| Best practices for using pyAgeFromDate | Platform | Case Management | Defining the correct value for the pyAgeFromDate property |
| Build for change using App Studio | Platform | Case Management | Building applications using App Studio using configuration rather than customization |
| Building APIs | Platform | Data Integration | Guidelines on building Service REST APIs |
| Building UI with DX API compliance | Platform | User Experience | Best practices for developing an application interface |
| Building great dashboards | Platform | Operational Dashboards and Reporting | This document describes best practices for creating dashboards. |
| Building high performance into your Customer Service applications | Customer Service | Performance | Considerations and advice for building high-performance Pega Customer Service applications |
| Business As Usual Process Flow in Operations Manager and CDH | Customer Decision Hub | Business Agility | End-to-end process flow for Business As Usual using Operations Manager and Customer Decision Hub |
| Business Operations | Customer Decision Hub | Business agility | An overview of Business Operations |
| Calculate Production Focus score using weekly/monthly data exports | Workforce Intelligence | Workforce Intelligence | How to calculate Production Focus score using weekly/monthly data exports |
| Capacity planning for sending and receiving email | Platform | Data Integration | Considerations when planning to send and receive email on a large scale |
| Case attachments | Platform | Case Management | Setup and use of attachments in a case |
| Center of Excellence health assessment | Workforce Intelligence | Workforce Intelligence | How to gauge adoption of Workforce Intelligence within an organization |
| Choosing between a Pega API and a custom API | Platform | Data Integration | Factors to weigh in while choosing between Pega API and strongly typed custom API before building a new REST API |
| Citrix setup and implementation | Robotic Process Automation | Robotic Automation | Setting up and implementing a Citrix environment when creating automations. |
| Comparing data in a customer journey through Compare UI | Customer Service | Communications | Best practices for implementing and using Compare UI |
| Configuring AD FS and Pega Robot Manager for single sign-on | Robotic Process Automation | Robot Manager | Tips for configuring Pega Robot Manager for AD FS. |
| Configuring Asynchronous Processing | Platform | Performance | Options available for implementing parallel processing for better user-experience and increased throughput |
| Configuring KYC significant flags and controlling flags in CLM | Client Lifecycle Management | Financial Services | Configuring KYC significant flags and controlling flags in CLM |
| Configuring advanced settings for hierarchical tables | Platform | User Experience | Guidelines for setting up advanced capabilities for hierarchical tables |
| Configuring and Managing logs | Platform | System Administration | An overview of logging tools in Pega Platform |
| Configuring and extending stages, statuses, and work queues | Product Composer for Healthcare | Healthcare | Design inputs and details for configuring and extending stages, statuses, and work queues |
| Configuring external authentication for a mobile app | Platform | Mobile | Configuring authentication for a mobile app by using different protocols and external identity providers. |
| Configuring lists with local and external data | Platform | Data Integration | Configuring lists with local and external data |
| Configuring search for Pega Knowledge | Customer Service | Knowledge Management | Instructions on how to set up the search functionality in Pega Knowledge |
| Configuring the FS Products That are Available to Sell | Pega Foundation for Financial Services | Financial Services | Configuring the availability of Financial Services products |
| Connecting FS products to a System of Record | Pega Foundation for Financial Services | Financial Services | How to connect Financial Services Products to a System of Record |
| Create Case Stages | Platform | Case Management | When to create case stages |
| Create a Custom Code Group in Pega Foundation for Healthcare | Foundation for Healthcare | Healthcare | Learn how to create code groups to support multi-faceted transactions in Pega Foundation for Healthcare. |
| Create a Post-Service Appeal in Pega Foundation for Healthcare’s Appeals and Grievances Manager Layer | Foundation for Healthcare | Healthcare | Learn how to create and handle appeals claims in Pega Foundation for Healthcare’s Appeals and Grievances manager layer. |
| Creating New Entities in PGP | Pega Government Platform | Public Sector | Guide to adding a new entity to PGP |
| Creating Pega Knowledge articles and leveraging in Customer Service | Customer Service | Knowledge Management | Simplify how information and answers are presented to their agents/CSRs |
| Creating a Self-service application for Pega Customer Service | Customer Service | Self Service Mashup | Best practices for creating self-service apps on Pega Customer Service |
| Creating a new KYC due diligence case in CLM | Client Lifecycle Management | Financial Services | Creating a new KYC due diligence case in CLM |
| Creating a new implementation application on Pega Customer Service | Customer Service | App Configuration and Behaviors | Understand the options presented while running the New Application wizard to make informed choices when building a new implementation application. |
| Creating a new journey and subjourneys in CLM | Client Lifecycle Management | Financial Services | Create a new journey in CLM and, where relevant, create associated subjourneys. |
| Creating and extending sequences to customize adjudication | Smart Claims Engine | Healthcare | Description and use of sequences in the Smart Claims Engine application. |
| Creating article tags in Pega Knowledge | Customer Service | Knowledge Management | Pega Knowledge article tags |
| Creating authentication registration for external users | Platform | Security | Best practices for creating authentication registration for external users |
| Creating guided event flows using UI patterns | Smart Claims Engine | Healthcare | Learning about the Smart Claims Engine (SCE) guided event resolution flow |
| Creating new email channels in customer service | Customer Service | Interaction Management | The email channel template that is included with Pega Customer Service saves time when you create new email channels. |
| Creating new event codes for claim adjudication | Smart Claims Engine | Healthcare | Describes the pattern behind adding new event codes |
| Creating new, extending existing and bypassing modules | Smart Claims Engine | Healthcare | Optimizing modules for the Smart Claims Engine for Healthcare |
| Creating orchestrations to control claim processing | Smart Claims Engine | Healthcare | Describes the role of orchestrations and how they can be used for complex processing scenarios |
| Creating service cases in App Studio by using the service case template | Customer Service | Case management | Best practices for creating service cases in App Studio by using the service case template |
| Creation of due diligence profiles and profile suites | Client Lifecycle Management | Financial Services | Creating due diligence profiles and profile suites |
| Customer Service methodology for agent interaction and 360 composite data placement | Customer Service | Customer Composite / 360 | Best practices for designing a customer service application |
| Customizing an application with App Studio | Platform | User Experience | How to customize an application using low code tools App Studio |
| Customizing login and error screens | Platform | User Experience | Updating login and error screens to match the context of your application |
| Data page conversion configuration | Smart Investigate | Financial Services | Describes the procedure to implement data page conversion. |
| Data science tools for Pega Customer Decision Hub | Customer Decision Hub | Decision management | Use external data science tool with Pega Platform |
| Debugging and validating offline-enabled apps with the JavaScript console | Platform | Mobile | Debugging and validations for offline-enabled apps with the JavaScript console. Using validation tools helps you to detect of usage unsupported components in Offline. |
| Define Authorization Model | Platform | Security | Defining the authorization model. |
| Defining FS products that will be offered | Pega Foundation for Financial Services | Financial Services | Defining a sample financial services product |
| Defining Pega scenario tests | Platform | DevOps | Best practices for defining scenario tests |
| Defining and applying case statuses | Platform | Case Management | Defining case statuses |
| Defining case dependencies at run time | Platform | Case Management | Guidelines for successful definition of case dependencies at run time |
| Deploy a Public Facing Application | Platform | Security | Deploying a public facing application |
| Design templates: customization and optimization with helper classes | Platform | User Experience | Customization guidelines for design templates with the use of CSS helper classes |
| Designing Pega unit tests | Platform | Low-Code Application Development | Best practices for designing Pega unit tests |
| Detecting duplicate cases | Platform | Case Management | Configuring the Search Duplicate Cases tool in Pega Platform |
| Digital Messaging Channels and Authentication | Platform | Conversational Channels | Authenticate the identity of a customer being serviced via a digital messaging channel. |
| Documents and attachments - Ingesting docs, extracting data, and populating cases | Platform | Data Integration | Learn more about how to handle documents and attachments, and how to extract their data into your cases |
| Duplicate search functionality in Smart Investigate | Smart Investigate | Financial Services | Save time by identifying duplicate cases in your application using the duplicate search functionality. |
| Edit Queue processors and Agents to set up a system | Platform | Low-Code Application Development | Editing queue processors and agents to optimize setting up a system |
| Edit Telephony Integration with Pega Customer Service | Customer Service | Pega Call | Editing Telephony Integration with Pega Customer Service |
| Editing Best Practices - Building a Taxonomy for Pega Knowledge | Customer Service | Knowledge Management | Building Taxonomies for Pega Knowledge Editorial Best Practices |
| Editing Creating Guided Troubleshooters | Customer Service | Knowledge Management | Guided Troubleshooting Editorial Best Practices |
| Editing file listener vs queuing | Platform | Data integration | Best practices for modifying the external system data intake process by editing the file listener and queuing |
| Efficient wrap-up of Customer Service interactions | Customer Service | Interaction Management | Using the interaction wrap-up feature. |
| Enabling service cases to smartly extract content from images using Pega NLP and Google Vision | Customer Service | Communications | Extract text from photos using Pega NLP and Google Vision |
| Enabling verbose-level Runtime logging | Robotic Process Automation | Robotic Automation | How to implement verbose-level logging to diagnose issues in Runtime |
| Establish parent-child relationships on case types at run time | Platform | Case Management | Use case for establishing parent-child relationships on case types at run time |
| Extend Add Child Dependent Microjourney | Customer Service | Healthcare | Learn how to extend the Add Child Dependent Microjourney |
| Extending View Benefits Microjourney | Customer Service | Healthcare | Learn how to extend View Benefits Microjourney. |
| Extending coverage data to leverage inheritance | Product Composer for Healthcare | Healthcare | Details for extending coverage data in PCS |
| Extending portals to enhance the claims processing experience | Other Industry-Specific Application | Healthcare | Concepts and considerations for extending claim processing portals. |
| Extending processing flows with action codes. | Smart Claims Engine | Healthcare | Guidelines for extending processing flows by using action codes |
| Extending real-time container request | Customer Decision Hub | Cross-sell and upsell on digital | Extend the real-time container payload so an external application can pass additional input. |
| Extending the Prior Authorization request Microjourney | Care Management | Healthcare | Identify and add extension points in the Prior Authorization request Microjourney |
| Extending the policy selection and payment information in the Make Payment Microjourney for Pega Customer Service for Insurance | Customer Service | Insurance | Steps for extending the Make Payment Microjourney with new policy selection and payment information options |
| Extensions in "Bill Search" feature | Customer Service | Communications | Different extension points are available in the Bill Search feature. |
| External Data Validation | Platform | Data Integration | Using external data in a Pega application |
| Extracting data for reporting, QC, and downstream integration | Product Composer for Healthcare | Healthcare | Design inputs for extracting data for reporting, QC, and downstream integration |
| Gaining analyst and associate adoption | Workforce Intelligence | Workforce Intelligence | A sample script and tips for explaining the adoption of Pega Workforce Intelligence to associates and analysts |
| Handling class mapping limitations | Robotic Process Automation | Robot Manager | Describes how to modify class mappings to adhere to the 30-character limit after upgrading to Robot Manager 8.5 in an Oracle environment 8.5
Robotic Process Automation. |
| Handling spacing in sections created using design templates | Platform | User Interface | Limiting unnecessary empty space in sections that are based on design templates |
| How is OCR used in Pega Robotic Automation? | Robotic Process Automation | Robotic Automation | Describes how the OCR and PDF components are used when creating robotic automations. |
| How to add advanced PDF search in a customer journey | Customer Service | Communications | Search the content of PDF documents and present the results to users |
| How to add payment method options to your customer journey | Customer Service | Communications/All | Explores the reusable payment method components in customer service that can be added to any service case to quickly enable the payment method option in a customer journey. |
| How to configure and express action | Customer Service | Customer Composite / 360 | Configuring an express action |
| Identify Case Types | Platform | Case Management | Identifying the case types for an application. |
| Implement Portal Search in Customer Service | Customer Service | Search | Create and customize searches in the Pega Customer Service portal. |
| Implementing DocuSign in Customer Service for Insurance | Customer Service | Insurance | Key extension points in implementing DocuSign in Pega Customer Service for Insurance |
| Implementing and using product and plan flattening feature | Product Composer for Healthcare | Healthcare | Details about implementing and using the product and plan flattening feature in PCS |
| Implementing error handling for new and existing modules | Smart Claims Engine | Healthcare | Implementing error handling for new and existing modules |
| Implementing search for current and history claims | Smart Claims Engine | Claims Search | Configuring search fields in Pega Smart Claims Engine |
| Implementing the OOTB Insurance Submission Quality Score | Pega Foundation for Insurance | Insurance | Underwriting submission quality score radar chart |
| Implementing the Summary of Benefits and coverage (SBC) feature | Product Composer for Healthcare | Healthcare | Implementing the Summary of Benefits and coverage (SBC) feature |
| Implementing versioning | Product Composer for Healthcare | Healthcare | Design inputs while implementing versioning in PCS |
| Importing and Exporting Data in the Pega Customer Decision Hub | Customer Decision Hub | Data management | Learn how to import and export data to and from Pega Customer Decision Hub. |
| Importing and exporting actions | Customer Decision Hub | Decision management | Learn how to create or update actions through file export and import |
| Importing external certificates into a Pega Keystore | Platform | Security | how to import external certificates into a Pega Keystore |
| Improve Sales rep productivity by integrating Pega Sales Automation with Gmail extension | Sales Automation | Sales Automation | Learn how to improve sales reps' productivity by integrating Pega Sales Automation with the Gmail extension |
| Improve Sales rep productivity by integrating Pega Sales Automation with the Outlook Add-in | Sales Automation | Sales Automation | Learn how to improve sales reps' productivity by integrating Pega Sales Automation with the Outlook Add-in |
| Improve the sales rep productivity by using the Microsoft Exchange sync technology in Pega Sales Automation | Sales Automation | Sales Automation | Learn about the different MS Exchange synchronization capabilities within Pega Sales Automation. |
| Improving sales rep productivity in Pega Sales Automation by analyzing email conversations | Sales Automation | Sales Automation | Use the natural language processing (NLP) capabilities of Pega Sales Automation to provide intelligent suggestions to sales reps |
| Improving the user experience of chatbots | Platform | Conversational Channels | Advanced Configuration for Intelligent Virtual Assistants |
| Intake and Resolution Email Templates in Customer Service for Financial Services | Customer Service | Financial Services | The rules and components of the new email templates introduced in Pega Customer Service for Financial Services 8.5 |
| Integrating Google Cloud Vision | Platform | Data Integration | Integrating Google Cloud Vision into Pega using native Data Pages, Connect-REST, and declarative properties |
| Integrating Industry Applications with Pega Customer Service | PGP, CS | Public Sector | Integrating Industry Applications with Pega Customer Service |
| Integrating PowerBI and QlikView reports | Platform | User Interface | Embedding external web-based BI/analytic tools such as PowerBI and QlikView into a user's dashboard |
| Integrating unit tests into build tools and Jenkins | Platform | DevOps | Guidelines on integrating Pega unit tests and scenario tests into build tools and Jenkins |
| Integrating with Visa Disputes Engine | Smart Dispute | Financial Services | Describes the steps to integrate SD to VISA |
| Intelligent Guidance - Suggested Task Reviews | Customer Service | Intelligent Guidance | Providing proactive interaction guidance for CSR's |
| Intelligent guidance - Dialog, Coaching tips and Alerts | Customer Service | Intelligent Guidance | Best practices for creating dialogs, tips, and alerts for CSRs. |
| Intent Task, Category, Data Source and Interaction Driver | Customer Service | Interaction Management | Relationships between rule types in Pega Customer Service |
| Interaction Portal UX and upgrades - what can I change? | Customer Service | Strategic Apps | UI and UX guidelines for Pega Customer Service 8.5 |
| Interactions vs Service cases | Customer Service | Interaction management | The differences between interactions and service cases and advice on how to handle them |
| Large-scale batch processing | Platform | System Administration | Guidelines for successful batch processing |
| Launching service cases from the composite screen | Customer Service | Case Management | Instructions on how to launch a service case from the composite screen |
| Lead routing in Sales Automation | Sales Automation | Sales Automation | Describes automated lead routing |
| Leverage PGP from Customer Service | PGP | Public Sector | Building a PGP Implementation Stack with Customer Service |
| Limiting the visibility of sensitive data items through attribute-based access control (ABAC) | Pega Government Platform | Public Sector | Learn how to limit the visibility of sensitive data items through attribute-based access control (ABAC), based on a set of examples. |
| Maintaining Robot Manager History Tables for Robot Manager V8.3.1 and earlier | Robotic Process Automation | Robot Manager | Describes how to manage history data in Robot Manager to prevent system issues. |
| Managing priority or urgency | Platform | Case Management | Use urgency to standardize how case workers resolve cases. |
| Mapping Standard Claim ID to Case Filing Claim ID | Smart Disputes for Issuers & Acquirers | Financial Services | Map Standard Claim IDs to Case Filing Claim IDs |
| Member data type in Pega Customer Service for Healthcare | Customer Service | Healthcare | Learn how you can capture consumer data in Pega Customer Service for Healthcare with the Member data type |
| Microjourneys, personas, and data | Platform | Low-Code Application Development | Defining Microjourneys, personas, and data in terms of best practices for successful case design |
| Minimizing a modal window built on the OOTB template | Platform | User Interface | Add an option to minimize a modal window |
| Offline validation tools - client store content | Platform | Mobile | Described tools give apps developer possibility to see the offline apps database content on the device. |
| Optimize an application's performance | Platform | Low-Code Application Development | Testing and tuning an application during its application lifecycle to optimize performance. |
| Optimizing performance tuning data processing through retrieval and indexing | Other Industry-Specific Application | Healthcare | Guidelines on retrieving and indexing application data for faster processing |
| PGP Option Map | Platform | Public Sector | Driving UI with Local Data |
| Pega IVR IVA integration with AWS | Customer Service | IVR IVA | Pega IVR IVA integration with AWS |
| Pega Infinity Development Best Practices | Platform | Generic | Guidelines for Pega Platform developers to create efficient, sustainable, and guardrail-compliant applications |
| Pega Infinity deployment guidance | Platform | Generic | Best practices for Pega Infinity deployments |
| Performance checklist | Customer Service, Frameworks, Application development | Performance | A performance checklist to make performant solutions by using Pega Platform |
| Persona-specific portal configuration | Platform | User Experience | Configure portal access by personas and permissions |
| Planning your Pega Customer Decision Hub environments | Customer Decision Hub | Implementation | Establish and size your environments for Pega Customer Decision Hub |
| Pre-emptively notify benefit issues | Customer Service | Healthcare | Learn how to use data flows |
| Preventing circular dependency references in a hierarchical tree | Platform | Validations | Performing validation to optimize hierarchical tree set up |
| Processing Fraud Claims in background | Smart Dispute for Issuers | Financial Services | Setting up Claim Processing in background to reduce operator idle time |
| Processing Mastercard queues | Smart Dispute for Issuers & Acquirers | Financial Services | Describes the process and configuration of Mastercard queues using Pega Agents |
| Processing Visa Queue using Pega Agents | Smart Dispute for Issuers & Acquirers | Financial Services | Defining the process of handling Visa Batch Queue records using Pega Agents |
| Queuing and routing customer requests in Pega Chat | Customer Service | Chat and Messaging | Recommendations for balancing chat queues and agent workloads. |
| Reopening a case | Platform | Case Management | Reopening a case after it has been marked as Resolved |
| Resetting Smart Dispute data | Smart Dispute | Financial Services | Script to reset work object and related data |
| Seamless experience across Digital Messaging channels | Platform | Conversational Channels | Achieve a seamless experience across Digital Messaging channels by following guidelines and performing several configuration steps in your system. |
| Search configuration and extension | Product Composer for Healthcare | Healthcare | Search configuration and extension |
| Securing persona-based access | Platform | Security | Best practices to follow when setting up an application and allowing certain personas to access certain information. |
| Sending automated emails using new case template framework | Customer Service | Service Cases / Tasks | Best practices for outbound case emails |
| Setting the application perspective to payer or provider in Care Management | Care Management | Healthcare | Customizing data collection for various healthcare uses. |
| Setting the configuration when building an implementation layer | Care Management | Healthcare | Instructions for updating the configuration page in Pega Care Management |
| Setting up Operatory Security record in Smart Investigate | Smart Investigate | Financial Services | Describes the procedure to set access restriction for users in Smart Investigate |
| Setting up Pega Chat | Customer Service | Chat and Messaging | Suggestions for setting up Pega Chat to handle various customer interactions. |
| Setting up Visa Financials Accounting | Smart Dispute for Issuers | Financial Services | Defining the process of leveraging Visa Financials and Handling Exchange Rate gains/losses |
| Setting up customers in Pega Sales Automation for B2B selling modes | Sales Automation | Sales Automation | Instructions for configuring customers in Pega Sales Automation for the B2B selling mode |
| Setting up customers in Pega Sales Automation for B2C selling modes | Sales Automation | Sales Automation | Instructions for configuring customers in Pega Sales Automation for the B2C selling mode |
| Styling a Search box | Platform | User Experience | Style a search box to look like standard search boxes |
| Surfacing Dev Studio in App Studio | Platform | Low-Code Application Development | Using Dev Studio to develop application functionality in App Studio |
| Timelines across multiple time zones | Workforce Intelligence | Workforce Intelligence | What to expect from the timeline view in the portal when data collectors are spread across multiple time zones. |
| Troubleshooting NLP | Platform | Customer Service | Troubleshooting NLP issues - so that customers can self service NLP issues before reaching GCS. |
| Types of robotic automations | Robotic Process Automation | Robotic Automation | Learn about the two types of automations that you can create with Pega RPA. |
| Unattended vs. Attended robots: Which robot to use? | Robotic Process Automation | Robotic Automation | How to decide if you should use an attended or unattended robot when designing your automation. |
| Understanding RxNorm drug database | Foundation for Healthcare | Healthcare | A brief introduction to the RxNorm drug database, and the Pega Foundation for Healthcare's RxNorm search and display feature. |
| Understanding off-computer codes | Workforce Intelligence | Workforce Intelligence | Leveraging off-computer codes to better understand how employees work. |
| Understanding the Medical Dictionary for Regulatory Activities | Foundation for Healthcare | Healthcare | The Medical Dictionary for Regulatory Activities, or MedDRA is an international system of medical codes and terminology used to help manage regulatory approval processes. |
| Unifying ID across all case types | Platform | Case Management | Unifying ID across all case types |
| Using Citrix Contexts | Robotic Process Automation | Robotic Automation | Learn how to create robotic automations that run in a Citrix context. |
| Using an Enrichment or Screening Marketplace Component | Pega Foundation for Financial Services | Financial Services | Explores a unified approach to creating and extending integrations for Financial Services applications. |
| Using email bots for Natural Language Processing and Machine Learning | Platform | Conversational Channels | Using Natural Language Processing and Machine Learning to optimize email bots |
| Using participants in cases | Platform | Case Management | How to use participants (parties) in cases effectively in Pega Platform from 8.x |
| Using special operators in ABAC READ policy conditions | Platform | DevOps | Performance remediation options for ABAC READ policy conditions that use special operators. |
| Using the Microsoft Excel connectors | Robotic Process Automation | Robotic Automation | Choosing a connector when automating Microsoft Excel or manipulating Excel files. |
| Using the Pega API (DX API) | Platform | User Experience | Guidelines for developing an application interface |
| Using the Pega Product Catalog for Communications for sales journeys | Customer Service | New Mobile Service Sales Microjourney | How to create the required product data in the Pega Product Catalog for Communications |
| Using third-party testing tools with your Pega application | Platform | DevOps | An overview of the testing tools that can be used with your Pega application |
| Visa fraud monitoring | Smart Dispute for Issuers and Acquirers | Financial Services | Configurations of Visa fraud monitoring process |
| When to use a dynamic case | Platform | Case Management | Deciding when to use a dynamic case |
| When to use a sub-case | Platform | Case Management | When to use a sub-case to assist with processing work |
| When to use sub-processes | Platform | Case Management | Deciding when to use a sub-process |
| Workforce Intelligence _ Understanding the impact of improvements | Workforce Intelligence | Workforce Intelligence | Assessing the impact of improvements by utilizing data in the Summary screen |
| Workforce Intelligence - Data Exports | Workforce Intelligence | Workforce Intelligence | The data export options available from the Analysis tab |
| Workforce Intelligence APIs | Workforce Intelligence | Workforce Intelligence | The business purpose of the different Workforce Intelligence APIs |
| Workforce Intelligence Runtime Deployment Strategies | Workforce Intelligence | Workforce Intelligence | Different options and strategies for deploying the Workforce Intelligence runtime software |
