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Financial Services 8.5 enhancements

Pega Customer Service for Financial Services 8.5 includes the product enhancements that are described in this section.

Feature Description
New Make Payment Microjourney

By using the Make Payment Microjourney™, customers can make a payment on one or more of their accounts, using either web self-service or assisted self-service channels.

Payment options include selecting the amount to pay, selecting the payment date (including immediate payment), and setting up an automatic payment schedule. Payment methods include credit card and bank payments.

For more information about this Microjourney, see Make Payment Microjourney - Financial Services.

New Manage Customer Circumstance Microjourney

By using the Manage Customer Circumstance Microjourney™, customers can report rare events that require exceptional handling. For example, COVID-19, storms, or other natural disasters that can impact their ability to repay bank liabilities.

Customers have several options to submit the required information. They can upload documents securely through the web self service, bring them to a branch, or mail them to a back-office.

For more information about this Microjourney, see Manage Customer Circumstance Microjourney.

Take a payment case type deprecated The Take a payment case type is deprecated, and will be withdrawn in a future release. However, existing case types that refer to the Take a payment case type as the child case are not impacted in this release.
Rules modified to remove overrides and use extensions instead

To support faster, more consistent implementations and upgrades, the Pega Customer Service industry applications are modified to remove overrides to locked Pega Customer Service rules, and to instead use the out-of-the-box Pega Customer Service rule extensions.

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