Pega Customer Service for Financial Services includes the reports described in this section.
For more information about the standard Customer Service reports, see Pega Customer Service reports.
|Report name||Rule name||Description||Comments|
|Assets Under Management||AssetsUnderManagement||Dollar value of assets managed by the logged in advisor.||The rule is a section.|
|Cash Collection||CashCollection||Cash collected and cash promised for the year.||The rule is a section.|
|Inventory||Inventory||Number of collection cases, grouped by status: No Promise, Broken Promise, and Promised To Pay.||The rule is a section.|
|Loan Mitigation Cases by Status||MitigationByStatus||Number of Loan Mitigation cases by status.||The rule is a report definition.|
|Loan Mitigation Cases by Type||MitigationByType||Number of Loan Mitigation cases by type.||The rule is a report definition.|
|Loan Mitigation Programs by Status||MitigationTypeByStatus||Number of Loan Mitigation programs by status.||The rule is a report definition.|
|Offer Success Rate||OfferSuccessRate||Number of options selected during Schedule payment plan.||The rule is a section.|
|Prospect||Prospect||The new business pipeline.||The rule is a section.|
|Top 10 Clients By Market Value||ClientsByMarketValue||An activity report for the top 10 clients, as determined by market value.||The rule is a section.|