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Roles, portals, and dashboards in Pega Foundation for Financial Services

Updated on April 26, 2021

Pega Foundation for Financial Services supports key roles associated with your day-to-day use of the application. The table below describes the key access roles provided with Pega Foundation for Financial Services

Pega Foundation for Financial Services Product Overview
Role nameDescription
Case Worker

Primary focusof case workers is searching for customers and helping with documentary requirements. Therefore, a portal showing assignments and tasks in order of urgency is provided for the case worker.

Case ManagerThe case manager portal enables them to monitor the prioritized list of open cases, team members, and work. They can customize the portal to highlight the most important sections to them.
Business Analyst

Business analysts manage the documents required to sell products to customers and organizations. The requirements portal enables managing documents along with the conditions when they are required. The document requirements for onboarding and selling products can be complex, so there are multiple layers in which the business analyst can define applicability and satisfaction rules. These layers include:

Requirement sets:can define the conditions in which a requirement set is applicable along with which requirements will need to be satisfied.

Requirements: can define a requirement along with the documents that will need to be satisfied. When running a case, the requirement is created and linked to a stage in the processing flow of the parent case.

Documents:can define new documents and associate them with a product or do the same for existing documents.

A portal is included that helps manage these elements so that business analysts can manage the various jurisdictions rules.

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