Travel Notification
The Travel Notification Microjourney™ in Pega Customer Service™ for Financial Services helps customers to notify their bank before they travel abroad.
This use case enables banks to adjust their fraud monitoring and alerts logic and prevent shutdown of credit or debit cards when a customer is traveling.
This use case enables banks to adjust their fraud monitoring and alerts logic and prevent shutdown of credit or debit cards when a customer is traveling.
The Travel Notification Microjourney is available in multiple channels, with web self-service being the most common.
Web self-service is the primary channel by which customers engage with a bank.
Web Self-Service
Customers can easily configure travel notification in the bank’s self-service portal, the primary channel to engage with their bank.
- Customer selects the destination countries and travel dates, and then confirms the contact details before submitting.
App Studio provides personas, stages and steps, and data objects in one window.
Personas
Personas help you to group users according to the cases they work on, the channels they can access, and the responsibilities they have within a process.
Stages and Steps
Stages and steps show the visual path of the business process. The image below details the stages and steps of this particular Microjourney.
Data Objects
Data objects organize and store data that your Microjourney requires. These categories of data have fields, field mappings, and connections to data sources.
Personas in this Microjourney.
Customer
The customer who notifies the bank about upcoming travel plans.
Customer Service Representative
The bank CSR who helps customers by using assisted-service channels to submit travel plans.
Stages and Steps
This Microjourney includes the following stages.
- Collect travel information: a customer or CSR submits the travel details.
- Update Records: travel details are updated in the system of record (SOR).
- Resolved: a confirmation message is sent to the customer.
Personas
- Customer or CSR who submits the travel details.
Data Objects/Models
- Individual travel plans, which hold the travel details of a customer.
