In addition to the standard Pega 8 reports, Smart Investigate for Payments captures
information during the processing of messages and cases that has been translated into
several types of reports to assist managers and administrators in the monitoring and
management of financial transactions, operator productivity and message reconciliation.
These reports fall into the following categories:
- MIS Reports —Summary information related to inventory management, efficiency and
- Financial Reports —Summary information related to accounting adjustments and the
payment and receipt of compensation
- Message Reconciliation Reports —Lists of messages that have been sent and received
for reconciliation purposes
- Compensation Reports—Lists of the compensation cases that are pending, resolved and
A Schedule Reports option is also available that enables a user to automatically
generate and distribute Smart Investigate reports on a pre-defined schedule.
Investigate reports are displayed in the Report Browser of the System Administrator
portal and the Reports tab of the Manager’s portal.
The list of reports belonging to
each report category is displayed as below.
The data in these reports can be exported to Microsoft Excel.
Reports created as a Summary View or List View can be customized by using the Report
wizard to modify selected report elements. These reports also provide examples you can
copy to create new reports that meet your organization’s needs.
Pega Smart Investigate for Payments