Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Yes 
Adobe Dreamweaver Yes 
Adobe InDesign Yes 
Equifax Compliance Center No 
IBM FileNet Content Manager Yes 
LSEG World-Check No 
Microsoft Word Yes 
OpenText Documentum Yes 

Integrations

Adobe Acrobat No 
Adobe Dreamweaver No 
Adobe InDesign No 
Equifax Compliance Center Yes 
IBM FileNet Content Manager No 
LSEG World-Check Yes 
Microsoft Word No 
OpenText Documentum No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

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 No 
Chat / Messaging No 
Content Management No 
Email Distribution No 
Interactive Content No 
Multi-Channel Communications No 
On-Demand Communications No 
Personalization No 
Print Management No 
Template Management No 
Video Content No 

Product Features

AML

Behavioral Analytics No 
Case Management No 
Compliance Reporting No 
Identity Verification No 
Investigation Management No 
PEP Screening No 
Risk Assessment No 
SARs No 
Transaction Monitoring No 
Watch List No 

KYC

Alternatives

Alternatives

KYCsphere Reviews

KYCsphere

Divas Software
Elixir Cloud Reviews

Elixir Cloud

Elixir Technologies
KYC Portal Reviews

KYC Portal

Aqubix Ltd / Finopz
eFlowXpert Reviews

eFlowXpert

Sydel Corporation
Truth Technologies Sentinel Reviews

Truth Technologies Sentinel

Truth Technologies Inc.
DocOrigin Reviews

DocOrigin

Eclipse Corporation
Armadillo Reviews

Armadillo

The Armadillo Group