Portal:Industry Application Design Patterns

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Portal:Industry Application Design Patterns /
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Industry Application Design Patterns
Knowledgebase Links
Industry Applications
Financial Services Applications
Financial Services PatternsCapability/Industry AreaDescriptionVersion
6 Steps to add new circumstance type in Manage Customer Circumstance MicrojourneyFinancial ServicesKey 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 ServicesFinancial ServicesAdd a new enrichment data provider for PFFS8.5
Configuring KYC significant flags and controlling flags in CLMFinancial 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 applicationsFinancial ServicesConfiguring the availability of Financial Services products in SAFS & CLM8.5
Connecting FS products to a System of RecordFinancial ServicesHow to connect Financial Services Products to a System of Record8.5
Correspondence TemplatesFinancial ServicesLearn how to configure Correspondence Templates8.5
Creating a new KYC due diligence case in CLMFinancial ServicesCreating a new KYC due diligence case in CLM8.7
Creating a new journey and subjourneys in CLMFinancial ServicesCreate a new journey in CLM and, where relevant, create associated subjourneys.8.7
Creation of due diligence profiles and profile suitesFinancial ServicesCreating due diligence profiles and profile suites8.7
Currency Conversion in Pega Foundation for Financial ServicesFinancial ServicesCurrency Exchange Rate Data Structure8.7
Customizing email notifications in Pega Customer Service for Financial ServicesFinancial ServicesLearn 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 configurationFinancial ServicesDescribes the procedure to implement data page conversion.8.5
Delete reference data record (Soft-Delete) without physically removing record from the table in PFFSFinancial ServicesDeleting a record without physically removing it from the table8.8
Duplicate search functionality in Smart InvestigateFinancial ServicesSave time by identifying duplicate cases in your application using the duplicate search functionality.8.5
How to create products that Financial Services apps will offerFinancial ServicesCreating a sample financial services product8.5
How to manage Operating Structure (T. O. M.) in PFFSFinancial ServicesOperating Structure Management8.7
How to use CRS regulationsFinancial 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 regulationsFinancial ServicesLearn how Pega CLM uses a KYC Questionnaire to help financial institutions handling EMIR obligations.8.7
How to use FATCA regulationsFinancial 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 RegulationsFinancial ServicesLearn how Pega CLM uses a KYC Questionnaire to help financial institutions handling FINRA obligations.8.7
How to use MiFID RegulationsFinancial ServicesLearn how Pega CLM uses KYC Questionnaires to help financial institutions handling MiFID obligations.8.7
Implementing Fee Inquiry for Pega Case Management EditionFinancial ServicesLearn 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 EngineFinancial ServicesDescribes the steps to integrate SD to VISA7.3
Mapping Standard Claim ID to Case Filing Claim IDFinancial ServicesMap Standard Claim IDs to Case Filing Claim IDs7.4
Processing Fraud Claims in backgroundFinancial ServicesSetting up Claim Processing in background to reduce operator idle time7.4
Processing Mastercard queuesFinancial ServicesDescribes the process and configuration of Mastercard queues using Pega Agents7.4
Processing Visa Queue using Pega AgentsFinancial ServicesDefining the process of handling Visa Batch Queue records using Pega Agents7.4
Resetting Smart Dispute dataFinancial ServicesScript to reset work object and related data7.1.1
Setting up Operator Security record in Smart InvestigateFinancial ServicesDescribes the procedure to set access restriction for users in Smart Investigate8.5
Setting up Visa Financials AccountingFinancial ServicesDefining the process of leveraging Visa Financials and Handling Exchange Rate gains/losses7.4
Using an Enrichment or Screening Marketplace ComponentFinancial ServicesExplores a unified approach to creating and extending integrations for Financial Services applications.8.1
Visa fraud monitoringFinancial ServicesConfigurations of Visa fraud monitoring process7.4
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 PatternsCapability/Industry AreaDescriptionVersion
Adding a new 3rd party data source (component) for entity enrichment in Pega Foundation for Financial ServicesFinancial ServicesAdd a new enrichment data provider for PFFS8.5
Configuring data for product availability processing in Pega Foundation for Financial Services used by Financial Services applicationsFinancial ServicesConfiguring the availability of Financial Services products in SAFS & CLM8.5
Connecting FS products to a System of RecordFinancial ServicesHow to connect Financial Services Products to a System of Record8.5
Currency Conversion in Pega Foundation for Financial ServicesFinancial ServicesCurrency Exchange Rate Data Structure8.7
Delete reference data record (Soft-Delete) without physically removing record from the table in PFFSFinancial ServicesDeleting a record without physically removing it from the table8.8
How to create products that Financial Services apps will offerFinancial ServicesCreating a sample financial services product8.5
How to manage Operating Structure (T. O. M.) in PFFSFinancial ServicesOperating Structure Management8.7
Using an Enrichment or Screening Marketplace ComponentFinancial ServicesExplores a unified approach to creating and extending integrations for Financial Services applications.8.1
Pega Government Platform
Pega Government Platform PatternsCapability/Industry AreaDescriptionVersion
Creating New Entities in PGPGovernmentGuide to adding a new entity to PGP8.5
Integrating Industry Applications with Pega Customer ServiceGovernmentIntegrating Industry Applications with Pega Customer Service8.2
Leverage Pega Government Platform (PGP) from Pega Customer ServiceGovernmentBuilding a PGP Implementation Stack with Customer Service8.5
Limiting the visibility of sensitive data items through attribute-based access control (ABAC)GovernmentLearn 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 entitiesGovernmentMerging duplicate data8.6
PGP Option MapGovernmentDriving UI with Local Data8.5
Pega Foundation for Insurance
Pega Foundation for Insurance PatternsCapability/Industry AreaDescriptionVersion
IAA Data model for Insurance productsInsuranceIAA Data model for Insurance products8.7
Implementing the OOTB Insurance Submission Quality ScoreInsuranceUnderwriting submission quality score radar chart8.1