Customizing correspondence templates
The Payment Exception Resolution application comes with related sample correspondence templates and fragments.
Pega Foundation for Financial Services
The table below lists the templates that install with the application and that you can use in the workflows. To use any of these templates, first copy the templates, and then modify the copy, or create new templates in the implementation ruleset.
Templates
Template | Type | Purpose |
ExceptionAcknowledgement | Email to payor when exception is submitted to counter party | |
SendAckForResolveCorrected | Acknowledgement when exception resolved as corrected | |
SendAckForResolvedCourtesyWriteOff | Acknowledgement when exception resolved as courtesy write off | |
SendAckForResolvedCredited | Acknowledgement when exception resolved as credited | |
SendAckForResolvedNoAction | Acknowledgement when exception resolved as no action taken/sender liable | |
SendAckForResolveRefunded | Acknowledgement when exception resolved as refunded |
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