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Standard correspondence templates

Updated on March 4, 2022

The templates described in the table below are not used in Smart Investigate for Payments workflows but are part of Process Commander and are available for your use. In addition, Smart Investigate for Payments does not support Fax or PhoneText templates. If you decide to use any of these templates, remember that they are samples, and that you will need to modify them to meet your institution’s requirements.

TemplateTypeDescription
AcknowledgeSample

Email, Fax, Mail,

PhoneText

Sample template for internal acknowledgement

of a work object.

DetailsEmail, Fax, MailDetails of a work object.
ExternalAcknowledgeSampleEmail

Sample template for external acknowledgment

of a work object.

ExternalRequestEmail

Request for information about a work object

assigned to an external user.

ExternalRequestBriefEmailAssignment of a work object to an external user.
ExternalSampleEmail

Sample template for correspondence with

external party regarding a work object.

FooterEmail, Fax, MailSignature for correspondence.
NewAssignmentEmailNotification of a new assignment on a worklist.
NotifyReopenEmail

Notification of a resolved work object being

reopened.

PromptSample

Email, Fax, Mail,

PhoneText

Sample template with prompt for user input.
QuestionAboutItem

Email, Fax, Mail,

PhoneText

Request for more information about a work

object.

ResolutionDetailsEmail, Fax, MailResolution details for a work object.
ResolutionSample

Email, Fax, Mail,

PhoneText

Sample template for work object resolution.
Pega Smart Investigate for Payments Implementation Guide

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