Adopting the new features
After you update your application, complete these tasks to adopt the features included in the new release.
Pega CRM for Financial Services
Update Guide
- Updating your built-on application
- Adopting new settings (Pega Customer Service)
- Reinstating data into the CPMFS_NOTES table from the backup
- Manually updating the ExternalCustomer operator access group
- 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)
- Optimizing Customer Service for Financial Services properties
- Optimizing Pega Sales Automation for Financial Services properties
- Optional: Replacing withdrawn rules
- Migrating the legacy chat queues
- Updating Pega Customer Service chat capabilities
- Migrating from Legacy Webchat to Web Messaging (Pega Customer Service)
- Enabling the Pega Collections legacy mode
- Updating the Recent Interactions widget
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