Portal:Industry Application Design Patterns

Industry Application details.

Industry Application Design Patterns

Knowledgebase Links Industry Application Knowledgebase Application Upgrade Center Install Guide Industry Applications Financial Service Industry Insurance Industry Healthcare and Life Science Industry Communications Industry Public Sector Industry Financial Services Applications Financial Services Patterns Application Description Version 6 Steps to add new circumstance type in Manage Customer Circumstance Microjourney Pega Customer Service Key extension points in the Manage Customer Circumstance Microjourney that are needed to add, capture and review a new circumstance type. 8.5 Adding a new 3rd party data source (component) for entity enrichment in Pega Foundation for Financial Services Pega Foundation for Financial Services Add a new enrichment data provider for PFFS 8.5 Configuring KYC significant flags and controlling flags in CLM Pega Client Lifecycle Management for Financial Services Configuring KYC significant flags and controlling flags in CLM 8.7 Configuring data for product availability processing in Pega Foundation for Financial Services used by Financial Services applications Pega Foundation for Financial Services Configuring the availability of Financial Services products in SAFS & CLM 8.5 Connecting FS products to a System of Record Pega Foundation for Financial Services How to connect Financial Services Products to a System of Record 8.5 Correspondence Templates Pega Smart Investigate for Payments Learn how to configure Correspondence Templates 8.5 Creating a new KYC due diligence case in CLM Pega Client Lifecycle Management for Financial Services Creating a new KYC due diligence case in CLM 8.7 Creating a new journey and subjourneys in CLM Pega Client Lifecycle Management for Financial Services Create a new journey in CLM and, where relevant, create associated subjourneys. 8.7 Creation of due diligence profiles and profile suites Pega Client Lifecycle Management for Financial Services Creating due diligence profiles and profile suites 8.7 Currency Conversion in Pega Foundation for Financial Services Pega Foundation for Financial Services Currency Exchange Rate Data Structure 8.7 Customizing email notifications in Pega Customer Service for Financial Services Pega Customer Service Learn how to use the rules in the Intake and Resolution email templates to customize email notifications in Pega Customer Service for Financial Services. 8.5 Data page conversion configuration Pega Smart Investigate for Payments Describes the procedure to implement data page conversion. 8.5 Delete reference data record (Soft-Delete) without physically removing record from the table in PFFS Pega Foundation for Financial Services Deleting a record without physically removing it from the table 8.8 Duplicate search functionality in Smart Investigate Pega Smart Investigate for Payments Save time by identifying duplicate cases in your application using the duplicate search functionality. 8.5 How to create products that Financial Services apps will offer Pega Foundation for Financial Services Creating a sample financial services product 8.5 How to manage Operating Structure (T. O. M.) in PFFS Pega Foundation for Financial Services Operating Structure Management 8.7 How to use CRS regulations Pega Client Lifecycle Management for Financial Services Learn how Pega CLM uses KYC Questionnaires to help financial institutions determine the CRS tax status of the customers. 8.7 How to use EMIR regulations Pega Client Lifecycle Management for Financial Services Learn how Pega CLM uses a KYC Questionnaire to help financial institutions handling EMIR obligations. 8.7 How to use FATCA regulations Pega Client Lifecycle Management for Financial Services Learn how Pega CLM uses KYC Questionnaires to help financial institutions determine the FATCA tax status of the customers. 8.7 How to use FINRA Regulations Pega Client Lifecycle Management for Financial Services Learn how Pega CLM uses a KYC Questionnaire to help financial institutions handling FINRA obligations. 8.7 How to use MiFID Regulations Pega Client Lifecycle Management for Financial Services Learn how Pega CLM uses KYC Questionnaires to help financial institutions handling MiFID obligations. 8.7 Implementing Fee Inquiry for Pega Case Management Edition Pega Customer Service Learn how to implement the Fee Inquiry service case in an external desktop using Pega's Digital Experience (DX) APIs. 8.7 Integrating with Visa Disputes Engine Pega Disputes and Payments Exceptions Describes the steps to integrate SD to VISA 7.3 Mapping Standard Claim ID to Case Filing Claim ID Pega Disputes and Payments Exceptions Map Standard Claim IDs to Case Filing Claim IDs 7.4 Processing Fraud Claims in background Pega Disputes and Payments Exceptions Setting up Claim Processing in background to reduce operator idle time 7.4 Processing Mastercard queues Pega Disputes and Payments Exceptions Describes the process and configuration of Mastercard queues using Pega Agents 7.4 Processing Visa Queue using Pega Agents Pega Disputes and Payments Exceptions Defining the process of handling Visa Batch Queue records using Pega Agents 7.4 Resetting Smart Dispute data Pega Disputes and Payments Exceptions Script to reset work object and related data 7.1.1 Setting up Operator Security record in Smart Investigate Pega Smart Investigate for Payments Describes the procedure to set access restriction for users in Smart Investigate 8.5 Setting up Visa Financials Accounting Pega Disputes and Payments Exceptions Defining the process of leveraging Visa Financials and Handling Exchange Rate gains/losses 7.4 Using an Enrichment or Screening Marketplace Component Pega Foundation for Financial Services Explores a unified approach to creating and extending integrations for Financial Services applications. 8.1 Visa fraud monitoring Pega Disputes and Payments Exceptions Configurations of Visa fraud monitoring process 7.4 Pega Foundation for Healthcare Smart Claims Engine Pega Product Composer for Healthcare Smart Disputes for Issuers Pega Foundation for Financial Services Pega Foundation for Financial Services Patterns Capability/Industry Area Description Version Adding a new 3rd party data source (component) for entity enrichment in Pega Foundation for Financial Services Financial Services Add a new enrichment data provider for PFFS 8.5 Configuring data for product availability processing in Pega Foundation for Financial Services used by Financial Services applications Financial Services Configuring the availability of Financial Services products in SAFS & CLM 8.5 Connecting FS products to a System of Record Financial Services How to connect Financial Services Products to a System of Record 8.5 Currency Conversion in Pega Foundation for Financial Services Financial Services Currency Exchange Rate Data Structure 8.7 Delete reference data record (Soft-Delete) without physically removing record from the table in PFFS Financial Services Deleting a record without physically removing it from the table 8.8 How to create products that Financial Services apps will offer Financial Services Creating a sample financial services product 8.5 How to manage Operating Structure (T. O. M.) in PFFS Financial Services Operating Structure Management 8.7 Using an Enrichment or Screening Marketplace Component Financial Services Explores a unified approach to creating and extending integrations for Financial Services applications. 8.1 Pega Government Platform Pega Government Platform Patterns Capability/Industry Area Description Version Creating New Entities in PGP Government Guide to adding a new entity to PGP 8.5 Integrating Industry Applications with Pega Customer Service Government Integrating Industry Applications with Pega Customer Service 8.2 Leverage Pega Government Platform (PGP) from Pega Customer Service Government Building a PGP Implementation Stack with Customer Service 8.5 Limiting the visibility of sensitive data items through attribute-based access control (ABAC) Government Learn how to limit the visibility of sensitive data items through attribute-based access control (ABAC), based on a set of examples. 8.5 Merging duplicate data entities Government Merging duplicate data 8.6 PGP Option Map Government Driving UI with Local Data 8.5 Pega Foundation for Insurance Pega Foundation for Insurance Patterns Capability/Industry Area Description Version Implementing the OOTB Insurance Submission Quality Score Insurance Underwriting submission quality score radar chart 8.1

A business solution that automates workflows in your organization. Multiple, unrelated applications can be hosted in the same system. You create an application by running the New Application wizard.

A program component that defines and implements an interface between an external application acting as a client, and a Pega Platform system acting as a server. An external system can send a request to a Pega Platform application and receive a response.

For example, the Pega Cloud Services SFTP service provides Pega Cloud clients with simple, secure file transfers to and from their Pega Cloud applications.

An optional qualification that is available for supported rule types and is built upon an unqualified rule known as the base rule. By using circumstances in your application, you can easily support a variety of use cases.

One of the business outcomes included in a journey.

An optional qualification that is available for supported rule types and is built upon an unqualified rule known as the base rule. By using circumstances in your application, you can easily support a variety of use cases.

The primary data source for a data object, such as a connector, external database, or local data storage. For example, for an Employee data object, you might connect to a system of record that populates the data object with employee information fields such as Name, Department, and Start Date.

The basic building blocks of an application, rules define the behavior of an application. There are many types of rules, each defining a different type of behavior. For example, rules define the display of a form, the fields that are used in your application, and the flows that define the process of completing work.

The system can reuse rules throughout your application. For example, in an application for ordering replacements parts, you can define a user interface to capture an address, and reuse the same rule for the UI to capture both the mailing address and the billing address for the order.

You define rules in an application to create a business solution for your organization and customers. Rules provide flexibility during the development process and help you design applications more efficiently, so that they can be implemented again in future projects.

The act of closing a case by recording in the properties that work is complete.

As a case advances through a flow, information stored in its properties becomes more complete through user input and automatic processing. When the work for a case is complete, the case is marked as "resolved", or "closed".

An entity that you use to cache data on demand to a clipboard page for use by one or more applications. A data page rule defines the source, scope, refresh strategy, editability, and structure of the cached data. Data pages were previously known as declare pages.

One of the two characteristics:

- The time that a CSR is unavailable for servicing customer requests while they are working.

- The amount of time that is spent idle, with no input from the associate, shown as both an amount and a percentage of total time. This value is defined by the Workforce Intelligence team.

(Deprecated) A configuration of panels (areas) in a harness that support a composite portal. Existing panel sets continue to function. As a best practice, upgrade panel sets to screen layouts.

Information that is captured during the life cycle of a case.