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Customer Service for Financial Services reports

Updated on March 16, 2021

Pega Customer Service for Financial Services includes the reports described in this section.

Pega Customer Service Implementation Guide

For more information about the standard Customer Service reports, see Pega Customer Service reports.

Report nameRule nameDescriptionComments
Assets Under ManagementAssetsUnderManagementDollar value of assets managed by the logged in advisor.The rule is a section.
Cash CollectionCashCollectionCash collected and cash promised for the year.The rule is a section.
InventoryInventoryNumber of collection cases, grouped by status: No Promise, Broken Promise, and Promised To Pay.The rule is a section.
Loan Mitigation Cases by StatusMitigationByStatusNumber of Loan Mitigation cases by status.The rule is a report definition.
Loan Mitigation Cases by TypeMitigationByTypeNumber of Loan Mitigation cases by type.The rule is a report definition.
Loan Mitigation Programs by StatusMitigationTypeByStatusNumber of Loan Mitigation programs by status.The rule is a report definition.
Offer Success RateOfferSuccessRateNumber of options selected during Schedule payment plan.The rule is a section.
ProspectProspectThe new business pipeline.The rule is a section.
Top 10 Clients By Market ValueClientsByMarketValueAn activity report for the top 10 clients, as determined by market value.The rule is a section.

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