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Adopting Pega Customer Service for Financial Services 8.6 features

Updated on March 16, 2022

After Pega updates your application to 8.6, use the following table to identify the tasks that you must complete to prepare your environment to support Pega Customer Service for Financial Services 8.6.

Pega CRM for Financial Services 8.6 Feature Adoption for Pega Cloud

If updating from version 8.4 or later (a minor update), the update process requires no downtime. For additional information, see Understanding Pega Infinity upgrades for Pega Cloud Services

If upgrading from:Complete these tasks:
Pega Customer Service for Financial Services 8.2 and 8.5
  1. Updating your built-on application
  2. Adopting new settings (Pega Customer Service)
  3. Adopting customer verification (Pega Customer Service)
  4. Adopting customer composites (Pega Customer Service)
  5. Adopting customer search (Pega Customer Service)
  6. Migrating from Legacy Webchat to Web Messaging (Pega Customer Service)
Pega Customer Service for Financial Services 8.1
  1. Updating your built-on application
  2. Adopting new settings (Pega Customer Service)
  3. Adopting customer verification (Pega Customer Service)
  4. Adopting customer composites (Pega Customer Service)
  5. Adopting customer search (Pega Customer Service)
  6. Migrating from Legacy Webchat to Web Messaging (Pega Customer Service)
  7. Upgrading Pega Customer Service chat capabilities
Pega Customer Service for Financial Services 7.4
  1. Updating your built-on application
  2. Adopting new settings (Pega Customer Service)
  3. Adopting customer verification (Pega Customer Service)
  4. Adopting customer composites (Pega Customer Service)
  5. Adopting customer search (Pega Customer Service)
  6. Upgrading Pega Customer Service chat capabilities
  7. Optimizing Customer Service for Financial Services properties
  8. Optional: Replacing withdrawn rules
  9. Upgrading to use attribute-based access control (ABAC)
  10. Implementing client-based access control (CBAC)
Pega Customer Service for Financial Services 7.22 and 7.31
  1. Updating your built-on application
  2. Adopting new settings (Pega Customer Service)
  3. Adopting customer verification (Pega Customer Service)
  4. Adopting customer composites (Pega Customer Service)
  5. Adopting customer search (Pega Customer Service)
  6. Upgrading to use attribute-based access control (ABAC)
  7. Implementing client-based access control (CBAC)
Pega Customer Service for Financial Services 7.21 and earlierFor information about updating from version 7.21 and earlier, contact Global Client Services (GCS) as described on Pega Support.
  • Previous topic Running the Pega Sales Automation Upgrade Checker
  • Next topic Adopting Pega Sales Automation for Financial Services 8.6 features

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Pega Customer Service for Financial Services 8.6

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