Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Adopting customer verification (Pega Customer Service)

Updated on September 27, 2021

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 Customer Relationship Management for Insurance Update Guide
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)

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us