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Customizing correspondence templates

Updated on June 22, 2022

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.


ExceptionAcknowledgementEmailEmail to payor when exception is submitted to counter party
SendAckForResolveCorrectedEmailAcknowledgement when exception resolved as corrected
SendAckForResolvedCourtesyWriteOffEmailAcknowledgement when exception resolved as courtesy write off
SendAckForResolvedCreditedEmailAcknowledgement when exception resolved as credited
SendAckForResolvedNoActionEmailAcknowledgement when exception resolved as no action taken/sender liable
SendAckForResolveRefundedEmailAcknowledgement when exception resolved as refunded

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