Skip to main content
LinkedIn
Copied!

Table of Contents

Customer Service for Financial Services reports

Pega Customer Service for Financial Services includes the reports described in this section.

For more information about the standard Customer Service reports, see Pega Customer Service reports.

Report name Rule name Description Comments
Assets Under Management AssetsUnderManagement Dollar value of assets managed by the logged in advisor. The rule is a section.
Cash Collection CashCollection Cash collected and cash promised for the year. The rule is a section.
Inventory Inventory Number of collection cases, grouped by status: No Promise, Broken Promise, and Promised To Pay. The rule is a section.
Loan Mitigation Cases by Status MitigationByStatus Number of Loan Mitigation cases by status. The rule is a report definition.
Loan Mitigation Cases by Type MitigationByType Number of Loan Mitigation cases by type. The rule is a report definition.
Loan Mitigation Programs by Status MitigationTypeByStatus Number of Loan Mitigation programs by status. The rule is a report definition.
Offer Success Rate OfferSuccessRate Number of options selected during Schedule payment plan. The rule is a section.
Prospect Prospect The new business pipeline. The rule is a section.
Top 10 Clients By Market Value ClientsByMarketValue An activity report for the top 10 clients, as determined by market value. The rule is a section.
Suggest Edit
Did you find this content helpful?

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best.

Pega Community has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice
Contact us