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Financial Services known issues

Updated on May 20, 2021

Pega Customer Service for Financial Services 8.6 has the following known issues:

Pega Customer Service Release Notes
Issue IDTitle and DescriptionSuggested Resolution
ISSUE 610929

After updating to 8.6, the Recent Interactions widget in the Account composite does not show the Web Chat Bot, Outbound Email, and Outbound SMS interactions that were created before the update.

This issue occurs because of the withdrawal of a few overridden rules that are related to the Recent Interactions widget in the Customer Service for Financial Services 8.6 release.

Run the following query on your database to insert the missing entries of the interactions into the index table, which is now being used to display the Interaction History:

INSERT INTO "pegadata"."pca_index_
interactions" (accountnumber, createdatetime, interactiontype, itemid, workstatus, pxindexpurpose, pxinsindexedclass, pxinsindexedkey, pxobjclass, pylabel, pzinskey)
SELECT accountnumber, pxcreatedatetime, interactiontype, pyid, pystatuswork, 'CAInteractionsByAccount', pxobjclass, pzinskey, 'Index-PegaCA-AccountInteractions', 'Interaction Account Index', pzinskey
FROM <work table name>
WHERE interactiontype IN ('outbound email', 'outbound SMS', 'Web Chatbot');

Note: <work table name> is the work table that corresponds to the class that inherits from PegaCPMFS-Work-Interaction in the implementation application.
ISSUE 635303The Click to Call feature does not work in Customer Service for Financial Services. Override the cyApplicationCannotClickToCall extension point When rule, and then provide your custom logic to make this feature work.

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