List of Pega Federated Case Management Customers
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Since 2010, our global team of researchers has been studying Pega Federated Case Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Pega Federated Case Management for Case Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Pega Federated Case Management for Case Management include: Bank of America, a United States based Banking and Financial Services organisation with 213000 employees and revenues of $101.89 billion, KBank, a Thailand based Banking and Financial Services organisation with 18795 employees and revenues of $6.48 billion, Scotiabank Global Wealth Management, a Canada based Banking and Financial Services organisation with 2700 employees and revenues of $590.0 million and many others.
Contact us if you need a completed and verified list of companies using Pega Federated Case Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Pega Federated Case Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bank of America | Banking and Financial Services | 213000 | $101.9B | United States | Pegasystems | Pega Federated Case Management | Case Management | 2016 | n/a |
In 2016 Bank of America implemented Pega Federated Case Management to federate worklists and cases across approximately 15 PRPC applications. The deployment targeted Case Management consolidation to enable cross-application case handling and a single point of consolidated work access for case processors in a large scale United States banking use case.
Pega Federated Case Management was configured to centralize case aggregation and federated worklists, leveraging standard Case Management capabilities such as federated worklist federation, case routing, aggregated case visibility and unified case search to present cross-application work to users. Configuration and module-level decisions emphasized how federated case references are surfaced without relocating case state, consistent with federated case handling patterns in PRPC.
The architecture centered on federating across multiple PRPC application instances, requiring PRPC-level configuration for worklist federation and case reference resolution. Public discussion on Pega support highlighted performance and configuration considerations for federated queries and worklist aggregation, indicating the need for tuning of query patterns and indexing strategies within the PRPC ecosystem.
Governance and rollout planning focused on configuration controls and performance validation to support the federated footprint across the identified applications. The Pega community conversation documented by a Bank of America representative emphasized cross-application access requirements and operational configuration as primary implementation considerations.
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KBank | Banking and Financial Services | 18795 | $6.5B | Thailand | Pegasystems | Pega Federated Case Management | Case Management | 2016 | n/a |
In 2016 KBank implemented Pega Federated Case Management in the Case Management category for banking case management across PRPC applications in Thailand. Public activity from KBank staff on Pegasystems support forums documents detailed questions about operator authentication and authorization for federated cases, indicating active configuration and operational use. The forum thread specifically centers on cross-application case access and single sign on authorization for federated cases, situating the deployment as an enterprise case access layer spanning multiple PRPC applications.
Pega Federated Case Management was configured to enable cross-application case assembly and unified case views while preserving source application boundaries. The community discussion emphasizes operator authentication flows, role based authorization, and enforcement of case level access when cases reference work across PRPC applications. Functional capabilities aligned with the federation approach include coordinated case routing, case assignment, and audit visibility that maintain per-application control points.
The support thread highlights integrations between federated cases and individual PRPC application instances, and reliance on single sign on and authorization services to propagate operator identity and entitlements across the federation. Operational coverage is described at the banking case management level across KBank teams in Thailand, implying use across customer service and investigation workflows that span PRPC systems. The conversation points to technical challenges of harmonizing authentication tokens and access control decisions across multiple runtime environments.
Governance and rollout attention focused on mapping operator roles to federated case access, defining case access policies that respect source application boundaries, and clarifying runtime authentication and authorization behavior through iterative community troubleshooting. KBank’s posts on Pegasystems support channels show an implementation phase attentive to security configuration and runtime authorization semantics. No public outcome metrics are provided in the source discussion.
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Scotiabank Global Wealth Management | Banking and Financial Services | 2700 | $590M | Canada | Pegasystems | Pega Federated Case Management | Case Management | 2017 | Scottish Communications Group |
In 2017, Scotiabank Global Wealth Management implemented Pega Federated Case Management to standardize servicing and contact-center workflows, using the Pega Federated Case Management application as the central Case Management platform. Rules Cube implemented Pega-based servicing, contact-center and case-management components for the bank, and Scottish Communications Group is listed as the SI/VAR on the engagement.
The implementation focused on federated case execution and orchestration, configuring Pega Federated Case Management to execute cases remotely across multiple host applications, and to provide unified case routing and workflow orchestration. Functional capabilities implemented included contact-center case handling, servicing case lifecycles, and consolidated agent 360 views, leveraging Pega case orchestration and decisioning patterns common to Case Management deployments.
Integrations emphasized cross-application case execution within the bank in Canada, enabling Pega to surface and progress cases that span multiple source systems without naming or replacing specific backend applications. The engagement supported contact-center and servicing processes across multiple countries, extending operational coverage beyond Canada and aligning case context across distributed systems.
Governance changes centered on centralizing case governance and standardizing servicing workflows, with configuration controls and role based access to support agent interactions and case escalation. Per the partner case study, the rollout delivered improved agent 360 views and reported operational ROI, as documented by Rules Cube.
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Buyer Intent: Companies Evaluating Pega Federated Case Management
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