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Optimizing Customer Service for Financial Services properties

Updated on March 15, 2022

If you're upgrading from version 7.4 or lower and if any of the following classes are extended in your implementation layer for reporting purposes, you must optimize these properties.

Pega CRM for Financial Services Update Guide
Property to optimizeApplies to class
NetPromoterScorePegaCPMFS-Work-Interaction
emailcaseid, outboundservicecaseid, servicecaseclassPegaCPMFS-Work
pyInstructionsPegaCPMFS-Work

PegaFS-SCM-Work

czSourcePegaCPMFS-Work

PegaCPMFS-Work-Service

czSwitchDestinationPegaFS-SCM-Work

PegaCPMFS-Work

PegaCPMFS-Work-Service

czResponseTypePegaCPMFS-Work

To optimize the properties in your implementation layer, perform the following steps:

  1. In Dev Studio, search for and open a property.
  2. Click ActionsOptimize for reporting.
  3. Follow the prompts in the Property Optimization wizard.
  • Previous topic Adopting customer composites (Pega Customer Service)
  • Next topic Optimizing Pega Sales Automation for Financial Services properties

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