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Table of Contents

Journey types and subtypes

The following table contains a list of journey types and subtypes supported out-of-the-box. For more details about the functional behavior of these journeys, look at the Product Overview available at Pega Client Lifecycle Management for Financial Services product page.

Journey type/Internal code/Class journey subtype/Internal code

Onboard new Customer

OnboardNewCustomer

PegaCLMFS-Work-CLM-OnboardNewCust

New entity

NewParentEntity

New individual

NewIndividualEntity

New subsidiary entity

NewSubsidiaryEntity

New branch entity

NewBranchEntity

New affiliate entity

NewAffiliateEntity

New division entity

NewDivisionEntity

New fund manager

NewFundmanager

Onboard related

PartyOnboardRelatedParty

PegaCLMFS-Work-CLM-OnboardNewCust

New entity

NewParentEntity

New individual

NewIndividualEntity

New subsidiary entity

NewSubsidiaryEntity

New branch entity

NewBranchEntity

New affiliate entity

NewAffiliateEntity

New division entity

NewDivisionEntity

New fund manager

NewFundmanager

Onboard new business relationship

OnboardNewBusRel

PegaCLMFS-Work-CLM-OnboardNewBusRel

New principal

NewPrincipal

New fund manager

NewFundmanager

Offboard existing customer

OffboardExistingCustomer

PegaCLMFS-Work-CLM-OffBoardExistingCust

Exit products or locations

ExitProductsOrLocations

Offboard existing customer

OffboardExistingCustomer

Maintain existing customer

MaintainExistingCust

PegaCLMFS-Work-CLM-MaintainExistingCust

Maintain general customer data

MaintainCustomerGeneralData

Maintain business relationship

MaintainBusinessRelationship

PegaCLMFS-Work-CLM-MaintainBusRel

Add products or locations

AddProductsOrLocations

Add managed fund

AddFund

Customer review

CustomerReview

PegaCLMFS-Work-CLM-CustomerReview

Customer amendment

CustomerAmendment

Customer periodic review

CustomerPeriodicReview

Customer material change

CustomerMaterialChange

Due diligence

DueDiligence

PegaCLMFS-Work-CLM-CustDueDiligence

Customer due diligence

CustDueDiligence

Group Management

GroupManagement

PegaCLMFS-Work-CLM-GroupManagement

New group onboarding

NewGroupOnboarding

Maintain group

MaintainGroup

Reactivate group

ReactivateGroup

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