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The power and flexibility of ruleset design

Updated on March 4, 2022

After your application is installed, it is immediately usable for demonstration or training purposes, and with minor changes it is usable for production. In addition, as this table shows, you can modify the product to suit the needs of your organization.


Organization name

User accounts Service levels

You can addyour organization’s logo to the user interface, register users, and establish parameters on policies.

Correspondence templates Workbaskets


Process activities Party records

You can set theproduct behavior to reflect Data structures for integration Work management Correspondence templates Accounting your organization’s business practices. For example, you can tune work object routing so that each user receives a reasonable number of objects or embed your organization’s specific criteria for provisional credit or write-off decisioning.
CustomizeNew workflowsA trained workflow architect can create new business processes that extend your solution. (Customization requires the appropriate software license, as well as expertise with PegaRULES that is beyond the scope of this document.)
Pega Smart Investigate for Payments Implementation Guide

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