Skip to main content

 –

Adopting customer verification (Pega Customer Service)

Suggest edit Updated on October 1, 2021

Release 8.6 adds enhanced customer verification capabilities to the Pega Customer Service applications, and deprecates the little-used legacy verification rules. To adopt this new feature, complete the steps below. For more information about the new capabilities, see Customer verification.

Note: If using an industry application, complete this procedure in the industry implementation application.
  1. Define customer verification settings and questions for different interaction types and service request types.
    For information, see "Configuring customer verification" in Customer verification.
  2. Select the customer verification question category for each interaction case type and service request case type that requires customer verification.
    For information, see "Selecting customer verification questions for an interaction or service case types" in Customer verification.
Did you find this content helpful? YesNo

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us