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Financial services configuration

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The topics in this section provide information about how to configure the financial services-specific capabilities included with Pega Customer Service for Financial Services.

Enabling the financial services microjourneys

Pega Customer Service for Financial Services includes financial services-specific microjourneys for fast, consistent implementation of frequently used industry service cases.

For information about how to enable and extend the out-of-the-box microjourneys, see the following topics:

Integrating data

You can integrate your database tables using a data page that calls a report definition. The results appear in a data page (each record is an instance of a data class).

To integrate data into a Pega Customer Service for Financial Services application:

  1. Replace Pega Foundation for Financial Services integration layer with your own integration classes to connect to your external data. This could be using a connector to a web service or the Database Table Class Mapping wizard for a database.
  2. Create a report definition in the new integration layer.
  3. Create a data class based on the Pega Foundation for Financial Services data class and PegaFS-Data as per your requirement.
  4. The report definition can be used in a data page. The data page can also use a connector to a web service or use a Lookup to fetch details from the external database table.
  5. Create the data transforms OpenMap and SaveMap for newly created integration class for fetching the data from the table and saving the data into the table. The property names for columns from the database should be mapped to the Pega Foundation for Financial Services properties, if the data layer of Pega Foundation for Financial Services is intended to be reused.
  6. Modify the response data transform for the data page.
  7. Repeat this process to populate all of the data pages that need to fetch data from the data layer.

Data integration model

Here is an example of how to obtain credit card account data from an external database for an application named MyApp.

  1. Use the Database Table Class Mapping wizard to generate a data class named MyApp-Int-SAMPLE_CCACCT that accesses the external database table with credit card account information.
  2. Create a report definition named GetCreditCardDetails that returns a list of all the credit card accounts.
  3. Create data transforms OpenMap and SaveMap in MyApp-Int-SAMPLE_CCACCT.
  4. Create a data page D_MyAppCreditCardAccountDetails data pages (for example, D_CreditCardAccountSummary) to use the report definition that you created.
  5. Create a response data transform in the Code-Pega-List class which uses the OpenMap data transform to fetch data from the database table.

Reviewing the Pega Foundation for Financial Services data model

The application uses sample data from the Pega Foundation for Financial Services application. When it is installed, a number of tables are added to the internal PegaRULES database to manage work data and rules.

For information on the Pega Foundation for Financial Services data model, see the Pega Foundation for Financial Services product page.

(Optional) Integration points

Pega Customer Service for Financial Services can be integrated with additional products that provide a robust set of specific features supporting card disputes, marketing and DocSign capabilities.

Pega Customer Decision Hub for Financial Services Integration

Pega Customer Decision Hub for Financial Services (formerly released as Next-Best-Action for Financial Services) provides a comprehensive customer-focused solution for Financial Services organizations. This application supports marketing and collections activities by leveraging Pega Customer Decision Hub. For information on integrating with Pega Customer Service for Financial Services, see the Pega Customer Decision Hub for Financial Services product page.

Smart dispute for issuers Integration

Smart Dispute for Issuers helps credit and debit card issuers automate the resolution of disputes and chargebacks, dramatically reducing processing costs and time-to-resolution. For information on integrating with Pega Customer Service for Financial Services, see Smart Dispute for Issuers.

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