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Adopting customer verification (Pega Customer Service)

Updated on March 16, 2022

Release 8.6 adds enhanced customer verification capabilities to the Pega Customer Service applications, and deprecates the little-used legacy verification rules. To adopt this new feature, complete the steps below. For more information about the new capabilities, see Customer verification.

Pega CRM for Financial Services 8.6 Feature Adoption for Pega Cloud
Note: If using an industry application, complete this procedure in the industry implementation application.
  1. Define customer verification settings and questions for different interaction types and service request types.
    For information, see "Configuring customer verification" in Customer verification.
  2. Select the customer verification question category for each interaction case type and service request case type that requires customer verification.
    For information, see "Selecting customer verification questions for an interaction or service case types" in Customer verification.
  • Previous topic Adopting customer search (Pega Customer Service)
  • Next topic Adopting customer composites (Pega Customer Service)

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