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Article

Sep 25, 2019

As part of doing business with customers across the world, a wide range of potential events can occur, triggered by many different internal and external sources. Even the smallest change, such as a customer updating their address or an identification document expiring, has to be understood by the…

Article

May 14, 2019

In a global financial institution, a wide range of events can occur from many different internal and external sources. A financial institution must be able to identify and process a change, such as a customer updating their address or an identification document expiring. Failing to do so can lead…

Article

Apr 30, 2019

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…

Article

Apr 30, 2019

The Case summary feature contains a detailed view the of stages, steps, and the most relevant data for a case across its lifecycle. The process of onboarding a new customer can vary depending on factors such as the type of customer, their location, and the products they use. Increasing regulation…

Article

Apr 30, 2019

Onboarding activities can result in the creation of large volumes of work that are commonly carried out by multiple groups within the organization. It is important to quickly and easily find this work. In addition to the following default search parameters, you can implement Onboarding for…