Difference between revisions of "Portal:Industry Application Design Patterns"

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Portal:Industry Application Design Patterns
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Revision as of 23:14, 1 February 2021


thumb text-top Industry Application details.

Industry Application Design Patterns
Knowledgebase Links
Industry Applications
Financial Services Applications
Financial Services PatternsApplicationDescriptionVersion
6 Steps to add new circumstance type in Manage Customer Circumstance MicrojourneyPega Customer ServiceKey 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 ServicesPega Foundation for Financial ServicesAdd a new enrichment data provider for PFFS8.5
Configuring KYC significant flags and controlling flags in CLMPega Client Lifecycle Management for Financial ServicesConfiguring KYC significant flags and controlling flags in CLM8.7
Configuring data for product availability processing in Pega Foundation for Financial Services used by Financial Services applicationsPega Foundation for Financial ServicesConfiguring the availability of Financial Services products in SAFS & CLM8.5
Connecting FS products to a System of RecordPega Foundation for Financial ServicesHow to connect Financial Services Products to a System of Record8.5
Correspondence TemplatesPega Smart Investigate for PaymentsLearn how to configure Correspondence Templates8.5
Creating a new KYC due diligence case in CLMPega Client Lifecycle Management for Financial ServicesCreating a new KYC due diligence case in CLM8.7
Creating a new journey and subjourneys in CLMPega Client Lifecycle Management for Financial ServicesCreate a new journey in CLM and, where relevant, create associated subjourneys.8.7
Creation of due diligence profiles and profile suitesPega Client Lifecycle Management for Financial ServicesCreating due diligence profiles and profile suites8.7
Currency Conversion in Pega Foundation for Financial ServicesPega Foundation for Financial ServicesCurrency Exchange Rate Data Structure8.7
Customizing email notifications in Pega Customer Service for Financial ServicesPega Customer ServiceLearn 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 configurationPega Smart Investigate for PaymentsDescribes the procedure to implement data page conversion.8.5
Delete reference data record (Soft-Delete) without physically removing record from the table in PFFSPega Foundation for Financial ServicesDeleting a record without physically removing it from the table8.8
Duplicate search functionality in Smart InvestigatePega Smart Investigate for PaymentsSave time by identifying duplicate cases in your application using the duplicate search functionality.8.5
How to create products that Financial Services apps will offerPega Foundation for Financial ServicesCreating a sample financial services product8.5
How to manage Operating Structure (T. O. M.) in PFFSPega Foundation for Financial ServicesOperating Structure Management8.7
How to use CRS regulationsPega Client Lifecycle Management for Financial ServicesLearn how Pega CLM uses KYC Questionnaires to help financial institutions determine the CRS tax status of the customers.8.7
How to use EMIR regulationsPega Client Lifecycle Management for Financial ServicesLearn how Pega CLM uses a KYC Questionnaire to help financial institutions handling EMIR obligations.8.7
How to use FATCA regulationsPega Client Lifecycle Management for Financial ServicesLearn how Pega CLM uses KYC Questionnaires to help financial institutions determine the FATCA tax status of the customers.8.7
How to use FINRA RegulationsPega Client Lifecycle Management for Financial ServicesLearn how Pega CLM uses a KYC Questionnaire to help financial institutions handling FINRA obligations.8.7
How to use MiFID RegulationsPega Client Lifecycle Management for Financial ServicesLearn how Pega CLM uses KYC Questionnaires to help financial institutions handling MiFID obligations.8.7
Implementing Fee Inquiry for Pega Case Management EditionPega Customer ServiceLearn 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 EnginePega Disputes and Payments ExceptionsDescribes the steps to integrate SD to VISA7.3
Mapping Standard Claim ID to Case Filing Claim IDPega Disputes and Payments ExceptionsMap Standard Claim IDs to Case Filing Claim IDs7.4
Processing Fraud Claims in backgroundPega Disputes and Payments ExceptionsSetting up Claim Processing in background to reduce operator idle time7.4
Processing Mastercard queuesPega Disputes and Payments ExceptionsDescribes the process and configuration of Mastercard queues using Pega Agents7.4
Processing Visa Queue using Pega AgentsPega Disputes and Payments ExceptionsDefining the process of handling Visa Batch Queue records using Pega Agents7.4
Resetting Smart Dispute dataPega Disputes and Payments ExceptionsScript to reset work object and related data7.1.1
Setting up Operator Security record in Smart InvestigatePega Smart Investigate for PaymentsDescribes the procedure to set access restriction for users in Smart Investigate8.5
Setting up Visa Financials AccountingPega Disputes and Payments ExceptionsDefining the process of leveraging Visa Financials and Handling Exchange Rate gains/losses7.4
Using an Enrichment or Screening Marketplace ComponentPega Foundation for Financial ServicesExplores a unified approach to creating and extending integrations for Financial Services applications.8.1
Visa fraud monitoringPega Disputes and Payments ExceptionsConfigurations of Visa fraud monitoring process7.4
Insurance Applications
Insurance PatternsApplicationDescriptionVersion
Extending the policy selection and payment information in the Make Payment Microjourney for Pega Customer Service for InsurancePega Customer ServiceSteps for extending the Make Payment Microjourney with new policy selection and payment information options8.5
Implementing Change Beneficiary for Pega Case Management EditionPega Customer ServiceWalkthrough of the Change Beneficiary case type implementation using Case Management capabilities8.7
Implementing DocuSign in Customer Service for InsurancePega Customer ServiceKey extension points in implementing DocuSign in Pega Customer Service for Insurance8.5
Implementing Personal Auto Claim for Pega Case Management EditionPega Customer ServiceWalkthrough of the Personal Auto Claim case type implementation using Case Management Editin capabilities8.7
Implementing the OOTB Insurance Submission Quality ScorePega Foundation for InsuranceUnderwriting submission quality score radar chart8.1
Healthcare Applications
Healthcare PatternsApplicationDescriptionVersion
Member data type in Pega Customer Service for HealthcarePega Customer ServiceLearn how you can capture consumer data in Pega Customer Service for Healthcare with the Member data type8.5
Pre-emptively notify benefit issuesPega Customer ServiceLearn how to use data flows8.5
Communications Applications
Public Sector Applications