Data traceability extension details

The following rules comprise extended data change tracking implementation.

Rule name

Rule set

Rule type

Description

PegaFS-Data-Party-MasterProfile. FSIFTrackSecurityChanges

PegaFS

Declare trigger

Launches the FSIFTrackSecurityChanges activity if a when condition evaluates to true and an instance is saved to the MasterProfile table.

PegaFS-Data-Party-MasterProfile. IsTrackingFunctionalityEnabled

PegaFS

When

Evaluates a DSS setting to enable or disable traceability.

fs/FSIFTrackingFunctionalityEnabled

PegaFS

Dynamic system setting

True – enables data traceability.

False – disables data traceability.

@baseclass. FSIFTrackSecurityChanges

PegaFS

Activity

Tracks changes to the properties that are defined in the FSIFTrackSecurityChanges data transform.

@baseclass. FSIFTrackSecurityChangesLogic

PegaFS

Activity

Compares changes on tracked properties.

Embed-ModelParams. FSIFTrackSecurityChangesLogic_ext

PegaFS

Activity

Tracks extension activity for the implementation layer for any required customization.

Embed-ModelParams. SaveChangeTrackerInstance

PegaFS

Activity

Fetches parameter values and creates an instance of the master profile.

@baseclass. FSIFTrackChangesSetContext

PegaFS

Decision table

Returns the target context based on the data class that is configured in the AppExtension data transform.

PegaFS-Data-Party-MasterProfile. FSIFTrackSecurityChanges

PegaFS

Data transform

Configures properties to be tracked for traceability.

For example, BusinessObjGoalsList is a scalar property and Address is a page group. List both of these in this data transform and create a data transform with the name FSIFTrackSecurityChanges in its applies-to class (PegaFS-Data-Party), then add to it the list of properties to be tracked (properties in the Address page group).

PegaFS-Data-Address. FSIFTrackSecurityChanges

PegaFS

Data transform

For details, see the PegaFS-Data-Address. FSIFTrackSecurityChanges data transform row.

Embed-HistoryMemo. MapChangeTrackerDataInfo

PegaFS

Data transform

Maps source information from the D_SourceDataInfo data page to the primary registry.

Embed-ModelParams. IsEmbeddedPageToTrack

PegaFS

When

Checks if the embedded page needs to be tracked. Called from the FSIFTrackSecurityChanges activity.

PegaFS-Data-ChangeTracker

PegaFS

Class

Contains a data model for traceability.

PegaFS-Data-ChangeTracker. caseID

PegaFS

Property

Stores the work case identifier for the tracked change.

PegaFS-Data-ChangeTracker. previousValue

PegaFS

Property

Stores a target element value prior to the change, for instance, Cambridge.

PegaFS-Data-ChangeTracker. finalValue

PegaFS

Property

Stores a target element value after the change, for instance, Somerville.

Data-.SourceContext

PegaFS

Property

Stores context for which the change is performed, for instance, manual collection, Markit KYC.com provider data, Clarient provider data, and so on. This value is dynamically retrieved based on internal introspection pages.

PegaFS-Data-ChangeTracker. sourceApplication

PegaFS

Property

Stores an application name on which the change is performed, for instance, Customer Lifecycle Management or Know Your Customer.

PegaFS-Data-ChangeTracker. sourceIP

PegaFS

Property

Stores changes that are triggered from a specific IP address. The information is retrieved from the Thread system page.

PegaFS-Data-ChangeTracker. sourceNode

PegaFS

Property

Stores changes that are performed on a specific node. The information is retrieved from the Thread system page.

PegaFS-Data-ChangeTracker. sourceOperator

PegaFS

Property

Stores changes that are performed by a specific operator. If the change is automatic, the value is empty.

PegaFS-Data-ChangeTracker. targetContext

PegaFS

Property

Contains the data vehicle that is tracked, for instance, customer master profile.

PegaFS-Data-ChangeTracker. targetElement

PegaFS

Property

Contains the data element that is changed, for instance, country of incorporation.

PegaFS-Data-ChangeTracker. TargetElementID

PegaFS

Property

Contains the data element ID that is changed, for instance, the CountryOfInc property.

PegaFS-Data-ChangeTracker. targetElementPath

PegaFS

Property

Contains the path to the data element that is changed within the target context, for instance, Address(Home).

PegaFS-Data-ChangeTracker. timestamp

PegaFS

Property

Contains the timestamp of the tracked change record.

PegaFS-Data-ChangeTracker. customProperty1

PegaFS

Property

Contains custom property1, which is available for extension/specialization.

PegaFS-Data-ChangeTracker. customProperty2

PegaFS

Property

Contains custom property2, which is available for extension/specialization.

PegaFS-Data.Comment

PegaFS

Property

Stores the comment that indicates the change performed, for instance, "Change performed in Country of incorporation value from BF to US."

Data-CustomerID

PegaFS

Property

Stores the customer identifier for the tracked change.

PegaFS-Data-ChangeTracker. pyLabel • ChangeTrack_Add

PegaFS

Field value

Displays user-friendly information about a property; a corresponding field value is used and can be used for localization purposes.

PegaFS-Data-ChangeTracker. pyLabel • ChangeTrack_Remove_Indexed

PegaFS

Field value

Displays user-friendly information about a property; a corresponding field value is used and can be used for localization purposes.

PegaFS-Data-ChangeTracker. pyLabel • ChangeTrack_Add_Indexed

PegaFS

Field value

Displays user-friendly information about a property; a corresponding field value is used and can be used for localization purposes.

PegaFS-Data-ChangeTracker. pyLabel • ChangeTrack_Change

PegaFS

Field value

Displays user-friendly information about a property; a corresponding field value is used and can be used for localization purposes.

PegaFS-Data-ChangeTracker. pyLabel • ChangeTrack_Change_Indexed

PegaFS

Field value

Displays user-friendly information about a property; a corresponding field value is used and can be used for localization purposes.

PegaFS-Data-ChangeTracker. pyLabel • ChangeTrack_Remove

PegaFS

Field value

Displays user-friendly information about a property; a corresponding field value is used and can be used for localization purposes.

PegaFS-Data-ChangeTracker. GetChangeTracker

PegaFS

Report definition

Obtains data change history. Filters using the case ID, customer ID, source context, target context, target element ID, and target element path.

PegaFS-Data-ChangeTracker. D_GetChangeTracker

PegaFS

Data page

Calls the GetChangeTracker report definition and allows the following properties as parameters: case ID, customer ID, source context, target context, target element ID, and target element path.

D_SourceDataInfo

PegaFS

Data page

Calls the SourceDataInfo data transform to get contextual information about source data.

SourceDataInfo

PegaFS

Data transform

Sets contextual information about the source data to show where the data changes are coming from. Sets the source data information for other Financial Services applications.

The following properties are tracked.

Class name

List of properties

PegaFS-Data-Party-MasterProfile

CountryOfInc

BusinessCode

CountryOfCitizenship

NextKYCReviewDate

PegaFS-Data-Address

CountryCode

ZipCode

AddressLine1

City

PegaFS-Data-Country

CountryName

SensitivityCode

pyDescription

SanctionDesc

IsEUCountry

PegaFS-Data-PartyPartyXRef

actingAs

Party2Id

RelCode

RiskCode

PegaFS-Data-EmploymentHistory

Title

PegaFS-Data-Tax

TaxNewStatus

TaxOldStatus

Status

OverriddenReason

OverriddenBy

OverriddenDate

JurisdictionList

Suggest Edit

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.