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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Quickly incorporate xPression's rules-driven assembly, interactive editing, and document generation features. With its open architecture, xPression allows for effortless integration with various systems of record and departmental solutions, such as customer service, CRM, enterprise content management, human capital management, finance, and legal sectors, among others. Its application integration functionalities empower organizations to embed services for document personalization and creation within any Java, Microsoft, or web-based application, and to efficiently invoke xPression from business workflows for real-time document generation or for queuing in batch processing. The xFramework, which serves as the published API for xPression, presents a thorough array of SOAP and RESTful Web Services, a Java API, and a JMS facade, facilitating the rapid integration of xPression's assembly, editing, and document output features into both new and existing enterprise systems. This comprehensive approach ensures that businesses can enhance their document management processes while maintaining efficiency.

Description

Pega refreshes its regulatory guidelines every quarter, drawing from a worldwide network of legal professionals, regulatory specialists, and policymakers who possess extensive knowledge of major regulatory bodies such as the SEC, OCC, FinCEN, CFTC, FINRA, HKMA, MAS, FCA, and ESMA. This system allows for swift responses to audit and regulatory issues using "look-back" capabilities that facilitate automated bulk case creation, routing, escalation, and ensuring the auditability of changes made to rules. Users can easily modify rules through a configuration process and promptly tackle any identified issues using a no-code rule management interface. Employing a rules-based framework enables the seamless onboarding of clients across various jurisdictions, business sectors, or product lines. Additionally, it allows for the integration of local regulatory mandates as required, ensuring that only the necessary extra information is gathered. This adaptability not only streamlines compliance but also enhances overall operational efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat
Adobe Dreamweaver
Adobe InDesign
Equifax Compliance Center
IBM FileNet Content Manager
LSEG World-Check
Microsoft Word
OpenText Documentum

Integrations

Adobe Acrobat
Adobe Dreamweaver
Adobe InDesign
Equifax Compliance Center
IBM FileNet Content Manager
LSEG World-Check
Microsoft Word
OpenText Documentum

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

OpenText

Founded

1991

Country

Canada

Website

www.opentext.com/products-and-solutions/products/customer-experience-management/customer-communications-management/opentext-xpression/xpression-enterprise-edition

Vendor Details

Company Name

Pegasystems

Founded

1983

Country

United States

Website

www.pega.com/industries/financial-services/know-your-customer

Product Features

Customer Communications Management

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

Product Features

AML

Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List

KYC

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