
Explanation:
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.