ミッション
Case Management Foundation
15 モジュール
15 チャレンジ
8 時間 35 分
Begin your journey to learn about Pega’s Case Management capability.
Defining a customer Microjourney
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モジュール
Defining a customer Microjourney
5 トピック
50 分
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Learn how case types represent a customer Microjourney™ from beginning to a desired outcome. Design the life cycle of a case type as a series of steps...
Designing a case life cycle
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チャレンジ
Designing a case life cycle
8 タスク
30 分
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補足: The framework of this challenge uses the view-based Constellation architecture of Pega Platform. To practice this challenge on the traditional UI...
User guidance
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モジュール
User guidance
2 トピック
15 分
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Guide users through the case life cycle by identifying the current status of a case and adding instructions to enable users to complete assigned tasks...
Setting case status
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チャレンジ
Setting case status
1 タスク
20 分
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補足: The framework of this challenge uses the view-based Constellation architecture of Pega Platform. To practice this challenge on the traditional UI...
Routing assignments to users
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モジュール
Routing assignments to users
1 トピック
25 分
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Assign responsibility for completing a task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Routing work to users
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チャレンジ
Routing work to users
2 タスク
10 分
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補足: The framework of this challenge uses the view-based Constellation architecture of Pega Platform. To practice this challenge on the traditional UI...
Designing an approval process
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モジュール
Designing an approval process
1 トピック
15 分
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To enhance business reliability and accountability, configure an approval process that allows users to approve or reject tasks within the process.
Approving work
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チャレンジ
Approving work
1 タスク
5 分
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補足: The framework of this challenge uses the view-based Constellation architecture of Pega Platform. To practice this challenge on the traditional UI...
Completing work on time
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モジュール
Completing work on time
2 トピック
25 分
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Set goals and deadlines on steps, processes, stages, and entire cases to enforce the timely completion of work.
Enforcing service-level agreements
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チャレンジ
Enforcing service-level agreements
1 タスク
10 分
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補足: The framework of this challenge uses the view-based Constellation architecture of Pega Platform. To practice this challenge on the traditional UI...
Sending emails during case processing
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モジュール
Sending emails during case processing
1 トピック
15 分
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Organizations depend on timely communication to establish a shared understanding of transactions or assignments. Generate and send automated emails...
Sending emails during case processing
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チャレンジ
Sending emails during case processing
1 タスク
15 分
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補足: The framework of this challenge uses the view-based Constellation architecture of Pega Platform. To practice this challenge on the traditional UI...
Adding optional actions to a workflow
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モジュール
Adding optional actions to a workflow
1 トピック
15 分
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Allow users to decide whether to perform additional actions on a case, such as updating account information or cancelling a case.
Adding optional actions to a workflow
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チャレンジ
Adding optional actions to a workflow
1 タスク
5 分
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InsCorp wants to ensure that customers can cancel service requests at any time. To support co-production, a system architect configured the Cancel...
Automating workflow decisions
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モジュール
Automating workflow decisions
1 トピック
15 分
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Automate decision-making to reduce processing time and ensure consistency between cases.
Control the workflow based on business context
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チャレンジ
Control the workflow based on business context
3 タスク
10 分
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When customers submit a request for roadside assistance, a customer service representative (CSR) manually validates whether the customer is enrolled...
Automation shapes in the Case Life Cycle
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モジュール
Automation shapes in the Case Life Cycle
1 トピック
20 分
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Pega Platform™ provides different automation shapes, which can be used across the application. Each shape has a specific purpose and usage in the case...
Attaching PDF files to a case
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チャレンジ
Attaching PDF files to a case
2 タスク
10 分
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InsCorp wants to ensure that customers receive an email with a receipt of services, including a breakdown of the services provided. Add two...
Creating a child case
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モジュール
Creating a child case
1 トピック
15 分
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Create child cases to model work that different parties perform, work that follows different reporting options, work that follows different reporting...
Creating a child case
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チャレンジ
Creating a child case
2 タスク
10 分
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InsCorp is launching a roadside assistance service as a coverage option for automobile insurance policies. Configure the Assistance request case type...
Identifying duplicate cases
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モジュール
Identifying duplicate cases
1 トピック
10 分
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Specify conditions that help identify potential duplicate submissions to avoid duplication and reduce inefficiency.
Adding a duplicate Case Type search
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チャレンジ
Adding a duplicate Case Type search
3 タスク
10 分
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InsCorp wants to ensure that only one assistance request case is processed for each request. Customers that send assistance requests might have...
Skipping a process or a stage
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モジュール
Skipping a process or a stage
1 トピック
10 分
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Skip processes and entire stages that are unnecessary in certain situations so that cases can process with increased efficiency and flexibility.
Skipping a process based on business context
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チャレンジ
Skipping a process based on business context
1 タスク
10 分
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Roadside assistance requests are covered for customers who have opted for the higher membership coverage level. Configure the Enter payment...
Pausing and resuming case processing
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モジュール
Pausing and resuming case processing
1 トピック
15 分
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Enforce dependencies using the Wait step. The Wait step allows you to pause and resume case processing when the case meets conditions that you define...
Pausing and resuming case processing
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チャレンジ
Pausing and resuming case processing
1 タスク
10 分
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InsCorp is launching a roadside assistance service as a coverage option for automobile insurance policies. During the Service stage, the customer...
Calculating fields using decision tables
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モジュール
Calculating fields using decision tables
1 トピック
25 分
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In App Studio, Pega Platform™ allows you to calculate the value of a field using a decision table. Decision tables are a helpful approach when you...
Calculating fields using decision tables
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チャレンジ
Calculating fields using decision tables
2 タスク
15 分
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GoGoRoad stakeholders want to ensure customer satisfaction by allowing the application of discounts based on whether the service provider is on time...
Collaboration with users
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モジュール
Collaboration with users
1 トピック
20 分
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Complete your Microjourney faster by using Pulse, Spaces, and Documents to interact with other application users.
Collaborating in Spaces and Pulse
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チャレンジ
Collaborating in Spaces and Pulse
3 タスク
10 分
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Throughout the case lifecycle of the GoGoRoad application, members of the CSR team must stay in contact with one another. One of the most efficient...