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Pega Client Lifecycle Management (CLM) Now

Pega CLM Now is a simplified onboarding solution for banks in the retail, commercial, and wealth management space.

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Overview

Pega Client Lifecycle Management Now (CLM Now) component was built to address demands from the market regarding the need to have a lightweight solution, which is geared towards non-CIB financial institutions. Architecturally, the component is a new orchestration and presentation layer which is built on top of the existing Pega CLM application.

The CLM Now package provides a set of journeys which can be used to onboard customers in the following business segments:

  • Consumer Retail Customer Onboarding
  • Commercial and Medium Business Customer Onboarding
  • Wealth Management Customer Onboarding

One key aspect of CLM Now is that it was developed in such a way to allow Pega Sales Consultants, implementation partners, and clients to make simple configuration changes using Pega’s low-code authoring tool called App Studio.

While the initial version of CLM Now is not completely App Studio compliant, many of the features and functions were built to:

  1. enable users to configure the application using this tool and
  2. provide users with a reference architecture that demonstrates how CLM can be configured for less complex onboarding and KYC requirements outside CIB (and followed as a blueprint if the customer sees fit).

CLM Now can be downloaded and installed by anyone licensed for the standard Pega CLM product.

Key Features

  • CLM Now is built on top of the main Pega CLM application stack to enable developers to leverage and reuse existing assets rather than starting from scratch.
  • The Pega CLM Now component comes with a single initial onboarding case. 
  • Most screens and flows are configured using Pega App Studio to demonstrate the ease of performing simple changes directly on the UI. 
  • System integration with Refinitiv’s World-Check One service.
  • Flexible Due Diligence Case Orchestration functionality (delivered in the Pega CLM 8.6 release) is available and set to Simplified mode by default.

Resources

Product Overview

Logo

Version

01.01.01

Compatible with

Pega Platform, 8.6

Product Owner

Dan Kim

Last updated

September 8, 2021

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