Adopting the new features
After you update your application, complete these tasks to adopt the features included in the new release.
Pega CRM for Insurance Update Guide
- Updating your built-on application
- Adopting new settings (Pega Customer Service)
- Enabling settings for business conditions (Pega Customer Service)
- Adopting customer search (Pega Customer Service)
- Adopting customer verification (Pega Customer Service)
- Adopting customer composites (Pega Customer Service)
- Migrating from Legacy Webchat to Web Messaging (Pega Customer Service)
- Checking your Pega Customer Service access roles for the required privilege
- Checking your Pega Sales Automation access roles for the required privileges
- Configuring Federated Case Management case types for web mashup
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