Use Case: "A medical specialist completes their review of an insurance claim, and the system attaches the report to the case."
Automation: Create PDF
Use Case: "Employees of a financial services firm receive confirmation when they register for the required certification classes."
Automation: Send email
Use Case: "A Fraud department manager receives a mobile notification that an approval request is in their worklist."
Automation: Push notification
Use Case: "When an approver rejects an expense report, an employee can modify and resend the report for approval."
Automation: Change to a stage
A medical specialist completes their review of an insurance claim, and the system attaches the report to the case.
Automation: Create PDF
Explanation: In this use case, the system needs to generate a report that can be attached to the case. The appropriate automation for generating documents like reports is creating a PDF. This ensures the report is in a standardized, non-editable format that can be easily attached to the case.
[: Pega Platform Business Architect Essentials, Chapter on Case Design., Employees of a financial services firm receive confirmation when they register for the required certification classes., Automation: Send email, Explanation: This use case involves sending a confirmation to employees upon registration. The most suitable method for sending such confirmations is through an email. Email notifications ensure that the employee receives a record of their registration., Reference: Pega Platform Business Architect Essentials, Chapter on Notifications and Correspondence., A Fraud department manager receives a mobile notification that an approval request is in their worklist., Automation: Push notification, Explanation: The manager needs to be alerted promptly about an approval request. Push notifications are ideal for this purpose as they provide real-time alerts directly to the mobile device., Reference: Pega Platform Business Architect Essentials, Chapter on Mobile and Multi-Channel., When an approver rejects an expense report, an employee can modify and resend the report for approval., Automation: Change to a stage, Explanation: When an expense report is rejected, the case needs to move back to a stage where the employee can modify and resubmit it. This involves changing the stage of the case to enable the necessary actions., Reference: Pega Platform Business Architect Essentials, Chapter on Case Management and Workflow., , ]
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