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Adopting customer verification (Pega Customer Service)

Release 8.6 adds enhanced customer verification capabilities to the Pega Customer Service applications, and deprecates the little-used legacy verification rules. To adopt this new feature, complete the steps below. For more information about the new capabilities, see Customer verification.

If using an industry application, complete this procedure in the industry implementation application.
  1. Define customer verification settings and questions for different interaction types and service request types.

    For information, see "Configuring customer verification" in Customer verification.
  2. Select the customer verification question category for each interaction case type and service request case type that requires customer verification.

    For information, see "Selecting customer verification questions for an interaction or service case types" in Customer verification.
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