Configuring the automatic OFAC search

Insurers in the United States are prohibited from doing business with Specially Designated Nationals (SDNs) and must use due diligence when reviewing insurance applications. You can configure Pega Underwriting for Insurance to automatically access the Office of Foreign Assets Control (OFAC) Sanctions List Search website to check whether a new or existing customer appears on OFAC’s SDN list. When you click Investigate in an OFAC case, the application loads the company name into the Lookup on the Sanctions List Search page, performs the search, and displays the results.

Prerequisites

  1. Install Pega Underwriting for Insurance 8.2 or later as described in the Pega Underwriting for Insurance Installation Guide on the Pega Underwriting for Commercial Insurance product page.
  2. Install Robotic Automation Runtime on each workstation that you want to connect to Pega Underwriting for Insurance, as described in the "Installing using the Setup wizard" section in Pega Robotic Automation Runtime 8.0 SP1 Installation Instructions, available on the Robotics Automation page on Pega Community.
    On the Robotic Desktop Automation (RDA) Integration step in the Setup Wizard, be sure to select the Enable RDA integration check box. This installs the certificates that are required for Robotics Automation Runtime to communicate with your Pega server.

Configuring the automatic OFAC search

To configure the automatic OFAC search in Pega Underwriting for Insurance, complete the following steps:

  1. Configuring Robotics Automation Runtime to communicate with your Pega server
  2. Invoking the robotic automation script from Pega Underwriting for Insurance

Configuring Robotics Automation Runtime to communicate with your Pega server

After you install Robotic Automation Runtime, in the installation folder, modify the CommonConfig.xml and RuntimeConfig.xml files to provide the information necessary to connect to your Pega server:

  1. Open the CommonConfig.xml file by using an XML editor.
  2. In the <ServerConfiguration tenant = “”> section, in the <Server name="PegaDevServer" baseURL=/> value, enter your server’s address.
    For example,
    <Server name="PegaDevServer" baseURL="http://pegaserver.com:9080/prweb" enabled="True" proxyAddress="" />
  3. Save and close the file.
  4. Open the RuntimeConfig.xml file by using an XML editor.
  5. In the <Robotics> section, set the PegaServerURL and PackageServer baseURL values to point to your server’s address.
    For example,
    <LocalApiService enabled="true" SSL="true" port="9443" allowedOrigins="*" JWTSecurity="false" PegaServerURL="
    http://pegaserver:9080/prweb"/><PackageServer baseUrl="http://pegaserver.com:9080/prweb"/>
  6. Save and close the file.

Invoking the robotic automation script from Pega Underwriting for Insurance

The OFAC.zip included in your Pega Underwriting for Insurance application bundle contains the OFAC.OpenSpan automation file. For the automation to load when Robotics Automation Runtime starts, you must specify the location of the OFAC.OpenSpan automation file in the RuntimeConfig.xml file.

  1. Browse for the OptionalComponents folder in your Pega Underwriting for Insurance distribution media and download the OFAC.zip file.
  2. Extract the OFAC.zip file into a folder on the workstation that you want to run the OFAC search. For example, C:\RoboticAutomations\OFAC Project\.
  3. Browse for the Robotics Automation Runtime installation folder.
  4. Open the RuntimeConfig.xml file and enter the folder’s location in the <add key=”StartupProject” value=> value as shown in the following example:
    <AppSettings>
    ...
    <add key="StartupProject" value="C:\RoboticAutomations\OFAC Project\OFAC_Debug.OpenSpan"/>
  5. Save and close the file.

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