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Optimizing Customer Service for Financial Services properties

Updated on March 16, 2022

If you're upgrading from version 7.4 or lower and if any of the following classes are extended in your implementation layer for reporting purposes, you must optimize these properties.

Pega CRM for Financial Services 8.6 Feature Adoption for Pega Cloud
Property to optimizeApplies to class
emailcaseid, outboundservicecaseid, servicecaseclassPegaCPMFS-Work








To optimize the properties in your implementation layer, perform the following steps:

  1. In Dev Studio, search for and open a property.
  2. Click ActionsOptimize for reporting.
  3. Follow the prompts in the Property Optimization wizard.
  • Previous topic Migrating from Legacy Webchat to Web Messaging (Pega Customer Service)
  • Next topic Optional: Replacing withdrawn rules

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