EncartaLabs

Pega Client Lifecycle Management (CLM)

( Duration: 2 Days )

In Pega Client Lifecycle Management (CLM) training course, you will learn to use the tools provided with the platform to configure the CLM application to best fit business needs including the data model, risk model, customizing the user interface as well as adding new documentary requirements and products.

This Pega Client Lifecycle Management (CLM) workshop is for System Architects in the Financial Services sector and anyone that needs to implement or extend technical aspects of Pega Client Lifecycle Management (CLM) for Financial Services.

COURSE AGENDA

1

Pega CLM and KYC Overview

  • Features and functions of the new release of Pega CLM and KYC
2

Application Overview and Implementation

  • Implementation and delivery methodology
3

Operational Structure

4

Customer Journeys

  • Customer journeys out of the box
  • Customization process for CLM journey types and sub-types
5

Data Model

  • Data objects
  • Data pages
  • Data customization model
6

Risk Model

  • Customer risk-assessment and supporting rules
7

User Interface

  • Pega CLM portals and roles
8

Documentary Requirement

9

Maintaining Product

10

Integration Features

  • Pega CLM integration features
  • Integration
11

Event-driven Architecture

12

Pega KYC Integration

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 4,000 Modules on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting http://encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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