Pega Client Lifecycle Management for Financial Services reports

Pega Client Lifecycle Management for Financial Services provides a set of reports that show customer master profile data and customer journey data.

The reports are divided into the following categories:

  • CLM Abandonment
  • CLM Customer History
  • CLM Customer Journey History
  • CLM Customer products
  • CLM Customer Risk
  • CLM Performance

Each category contains several reports.

CLM Abandonment

  • CLM abandonment cases per reason and customer type
  • CLM abandonment cases per reason and jurisdiction

CLM Customer History

  • Customer by type and business relationship
  • Customer by type and country of incorporation
  • Customer by type and date of incorporation
  • Customer by type and status
  • Customer by type and subtype
  • Map of Customers by region

CLM Customer Journey History

  • CLM approved KYC cases by customer and department
  • CLM case per journey type and subtype and customer type
  • CLM case per journey type and subtype and jurisdiction

CLM Customer products

  • CLM products by customer type and jurisdiction
  • CLM products per product and customer type

CLM Customer Risk

  • CLM customer by risk and country of incorporation
  • CLM customer by type and risk

CLM Performance

  • Active CLM cases per analyst
  • CLM case creation throughput by customer type and jurisdiction
  • CLM case resolution throughput by customer type and jurisdiction
  • CLM resolution rate by customer journey
  • Current CLM cases by customer journey and SLA
  • Current CLM cases by customer risk and SLA
  • Distribution of active CLM cases by type
  • My current CLM cases by stage and priority
  • Number of CLM cases off track

The CLM Abandonment, CLM Customer Journey History, and CLM Performance reports get data from work objects and display the results in a summary view. Case details, such as case ID, customer type, customer name, journey type, and journey subtype, are displayed in a detailed view.

The Case ID column has a link that opens the work object to verify additional case data.

The CLM Customer History, CLM Customer products, and CLM Customer Risk reports get data directly from the customer master profile and display the results in a summary view. Customer details, such as customer ID, customer type, customer name, and status, are displayed in a detailed report.

The Customer ID column has a customizable link that opens the Customer master profile to verify additional customer data.

The rules used to implement the CLM Reports are outlined in the following table. All rules are in the PegaCLMFS ruleset.

Rule name

Rule type

Description

CLMAbandonment

Category

Category to group all CLM Abandonment reports

CLMCustomerHistory

Category

Category to group all CLM Customer History reports

CLMCustomerJourneyHistory

Category

Category to group all CLM Customer Journey History reports

CLMCustomerProducts

Category

Category to group all CLM Customer products reports

CLMCustomerRisk

Category

Category to group all CLM Customer Risk reports

CLMPerformance

Category

Category to group all CLM Performance reports

AbandonmentCasesReasonAndCustomerType

Report Definition

Displays the number of CLM cases by abandonment reasons and customer types; gets data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table)

AbandonmentCasesReasonAndJurisdiction

Report Definition

Displays the number of CLM cases by abandonment reasons and jurisdictions; gets data from joining PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) and Index-PegaFS-Data-ProductAdoption (pegadata.pr_Index_PegaFS_PrdAdoption database table) on CustomerID

CLMCasesDefaultJurisdictionSimpleJoin

Report Definition

Drill-down report for CLM abandonment cases by reason and jurisdiction report; displays basic case details

CustomerByTypeAndBusinessRelationship

Report Definition

Displays the number of customers by customer type and business relationship; gets data from joining PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) and Index-PegaFS-Data-BusRelationship (pegadata.pr_Index_PegaFS_Data_BusRel database table) on CustomerID

CLMCustomerDefaultByBR

Report Definition

Drill-down report for customer by type and business relationship report; displays basic customer details with business relationship type

CustomerByTypeAndCountryOfIncorporation

Report Definition

Displays the number of customers by customer type and country of incorporation; gets data from joining PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) and PegaFS-Int-FSF_SAMPLE_COUNTRY (pegadata.FSF_SAMPLE_COUNTRY database table) on CustomerID

CustomerByTypeAndDateOfIncorporation

Report Definition

Displays the number of customers by customer type and date of incorporation; gets data from PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table)

CustomerByTypeAndStatus

Report Definition

Displays the number of customers by customer type and status; gets data from PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table)

CustomerByTypeAndSubtype

Report Definition

Displays the number of customers by customer type and subtype; gets data from joining PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) and PegaFS-Int-FSF_SAMPLE_PARTYSUBTYPE (pegadata.FSF_SAMPLE_PARTYSUBTYPE database table) on Customer Subtype

MapOfCustomersByRegion

Report Definition

Displays the number of customers per customer type and region, gets data from joining PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) and PegaFS-Int-FSF_SAMPLE_COUNTRY (pegadata.FSF_SAMPLE_COUNTRY database table) on CustomerID

CLMCustomerDefaultByRegion

Report Definition

Drill-down report for customers by region report; displays basic customer details with region

CLMApprovedKYCCasesByCustAndDept

Report Definition

Displays the number of KYC cases approved by user and department; gets data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table)

KYCDefaultCaseReport

Report Definition

Drill-down report for CLM approved KYC cases by customer and department report; displays basic case details with percentage of required data collected

CasesByJourneyTypeCustType

Report Definition

Displays the number of cases by customer type, journey type and subtype; gets data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table)

CasesByJourneyTypeJurisdiction

Report Definition

Displays the number of cases by journey type and subtype, and jurisdiction, gets data from joining PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) and PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) on CustomerID and Index-PegaFS-Data-ProductAdoption (pegadata.pr_Index_PegaFS_PrdAdoption database table) on pzInsKey

CLMProductsByCustomerTypeJurisdiction

Report Definition

Displays the product name and number of products by jurisdiction, customer type, and product category; gets data from joining PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) and Index-PegaFS-Data-Product (pegadata.pr_Index_PegaFS_Data_Product database table) on CustomerID and PegaFS-Int-FSF_SAMPLE_PRODUCTMATRIX (pegadata.FSF_SAMPLE_PRODUCTMATRIX database table) on ProductID

CLMProductsByCustomerType

Report Definition

Displays the product name and number of products by customer type, product line of business, and product category; gets data from joining PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) and Index-PegaFS-Data-Product (pegadata.pr_Index_PegaFS_Data_Product database table) on CustomerID and PegaFS-Int-FSF_SAMPLE_PRODUCTMATRIX (pegadata.FSF_SAMPLE_PRODUCTMATRIX database table) on ProductID

CLMCustomerByTypeAndRiskAndCountryOfIncorp

Report Definition

Displays the number of customers by customer risk and country of incorporation; gets data from joining PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) and PegaFS-Int-FSF_SAMPLE_COUNTRY (pegadata.FSF_SAMPLE_COUNTRY database table) on CustomerID

CLMCustomerByTypeAndRisk

Report Definition

Displays the number of customers by customer type and customer risk; gets data from PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table)

ActiveCLMCasesPerAnalyst

Report Definition

Displays the number of active CLM cases by current analyst and the stage that the case is in; gets data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table)

CasesByCustomerTypeAndJurisdiction

Report Definition

Displays the number of cases by customer type and jurisdiction; gets data from joining PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) and PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) on CustomerID and Index-PegaFS-Data-ProductAdoption (pegadata.pr_Index_PegaFS_PrdAdoption database table) on pzInsKey

CaseResolutionByCustomerTypeAndJurisdiction

Report Definition

Displays the number of resolved cases by customer type and jurisdiction; gets data from joining PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) and PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) on CustomerID and Index-PegaFS-Data-ProductAdoption (pegadata.pr_Index_PegaFS_PrdAdoption database table) on pzInsKey

TimelinessByResolutionDay

Report Definition

Displays the number of resolved cases by day, customer journey type and subtype; gets data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table)

pyAgeResolved

Report Definition

Drill-down report for CLM resolution rate by customer journey report; displays basic case details with SLA goals, deadlines, and resolved timestamps

TimelinessByJourneyType

Report Definition

Displays the number of cases by customer risk and SLA; gets data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) and Assign-Worklist (pegadata.pc_assign_worklist database table) on pzInsKey and Assign-WorkBasket (pegadata.pc_assign_workbasket database table) on pzInsKey and Data-Admin-Operator-ID (pegadata.pr_operators database table) on pyUserIdentifier

TimelinessByCustomerRisk

Report Definition

Displays the number of cases by customer journey subtype and SLA; gets data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) and Assign-Worklist (pegadata.pc_assign_worklist database table) on pzInsKey and Assign-WorkBasket (pegadata.pc_assign_workbasket database table) on pzInsKey and Data-Admin-Operator-ID (pegadata.pr_operators database table) on pyUserIdentifier and PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) on CustomerID

DistributionOfActiveCLMCasesByType

Report Definition

Displays the number of resolved cases by customer type, getting data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table)

CLMCasesByStage

Report Definition

Displays the number of cases by the current stage that the case is in; gets data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table)

CLMCasesOffTrack

Report Definition

Displays the number of cases by customer type and product; gets data from joining PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) and Index-PegaFS-Data-Product (pegadata.pr_Index_PegaFS_Data_Product database table) on CustomerID

CLMCasesDefaultProducts

Report Definition

Drill-down report for the number of CLM cases that are off track; displays basic case details with product names

pyDefaultReport

Report Definition

Drill-down report for CLM abandonment cases by reason and customer type, CLM case by journey type and subtype and customer type, current CLM cases by stage and priority reports; displays basic case details

CLMCustomerDefault

Report Definition

Drill-down report for customer by type and country of incorporation, customer by type and date of incorporation, customer by type and status, customer by type and subtype, CLM customer by risk and country of incorporation, CLM customer by type and risk reports; displays basic customer details

CLMCasesDefaultJurisdiction

Report Definition

Drill-down report for CLM case per journey type and subtype and jurisdiction, CLM case creation throughput by customer type and jurisdiction, CLM case resolution throughput by customer type and jurisdiction reports; displays basic case details with jurisdiction

CLMCustomerDefaultByProduct

Report Definition

Drill-down report for CLM products by customer type and jurisdiction, CLM products per product and customer type reports; displays basic case details with product and jurisdiction details

CLMCasesDefault

Report Definition

Drill-down report for Active CLM cases per analyst, distribution of active CLM cases by type reports; displays basic case details

pyReportChange

Report Definition

Drill-down report for Current CLM cases by customer journey and SLA, current CLM cases by customer risk and SLA reports; displays basic case details with SLA goal and deadline times

OpenMasterProfile

Control

Open Master Profile Control is used in many detailed view reports to display the customerID and customer master profile

Have a question? Get answers now.

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