Customer Search case:
Successful progression of the case flow can be used for validation of PFFS installation and/or implementation to verify that customer data has been correctly integrated. Data properties needed to execute search case are listed in case’s data dictionary on the Pega Foundation for Financial Services product page.
Search for a customer or prospect from sample data or integrated system of record. Displays composite view including accounts, transactions, entity enrichment, screening, risk profile and entity relationships. Provides ability to manage customer data as part of CRM and CLM.
Example represents search and display of sample (organization) customer’s data.
Click on Service customer.
Click on Continue
If composite view displays customer and accounts data properly then integration with system of record has been successful.