Skip to main content


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

Manage Customer-Circumstance Microjourney

Updated on January 7, 2022

The Manage Customer Circumstance Microjourney™ provides a framework to support complex flows, in which customers can report rare events that require exceptional handling. For example, COVID19, storms, or other natural disasters that can impact a customer’s ability to repay their bank liabilities.

Pega Customer Service for Financial Services Product Overview

Customers have several options to submit the required information, to make it as easy and empathetic as possible. They can securely upload the required documents through a web self-service portal, through a branch contact, or they can mail the documents to a back-office. Additionally, customers can extend this Microjourney to add extra steps for processing the request.

The following figures show the Manage Customer Circumstance workflow in the Web self-service channel and the Interaction Portal:

Select customer circumstance example (Web self-service portal)
Select customer circumstance example in the web self-service channel
Enter circumstance details example
Enter circumstance details example in the web self-service portal
Enter circumstance details example
Enter circumstance details using the self service portal
Select customer circumstance example (Interaction Portal)
Select circumstance example in the Interaction Portal
Manage circumstance summary example
Circumstance summary example in the Interaction Portal

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