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Article

Oct 8, 2019

Pega Platform™ includes hundreds of maps you can use these maps to illustrate the data in a Report Definition, allowing report users to see graphically how data values are distributed and compare across geographic areas. Optionally, you can set up drill down maps so that, for example, users can…

Article

Oct 8, 2019

Introduced in Pega Platform™ 6.1, report definition rules define reports that allow a wide variety of user interactions with the displayed results. Report definition rules replace list view rules and summary view rules (also known as V5 reports). Report definition rules provide most of the…

Article

Oct 8, 2019

Reporting is the process of using an SQL (Structured Query Language) query to retrieve and sort information from the PegaRULES database, an external database, or the Elasticsearch index. This process generates HTML that displays the query results in a variety of formats in the Report Viewer. The…

Article

Sep 30, 2019

The following tables list required hotfixes the Pega® Smart Investigate for Payments application requires. To request a hotfix, go to your account on My Support Portal . Click +Create and select Request Type > Existing Hotfix Request. Enter and verify the hotfix details and click Submit. Import…

Article

Sep 26, 2019

Pega CLM provides various customer journeys and sub-journeys for new and existing customers. The following sections list the journeys and sub-journeys for existing customers. Onboard new customer This journey onboards an Organization customer with an Active status. When condition :…

Article

Sep 26, 2019

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…

Article

Sep 26, 2019

Businesses must comply with laws regarding know your customer (KYC), anti-money laundering, countering the financing of terrorism, and anti-bribery-corruption. As a result, they are obliged to collect information about whom they are doing business with on an ongoing basis. Client onboarding and KYC…

Article

Sep 26, 2019

A customer's KYC due diligence profile is categorized as Simplified, Standard, or Enhanced. These profiles are applied to customers based on their risk level, although there are many other factors that might influence the applicability of each of the due diligence profiles. Simplified due…

Article

Sep 26, 2019

As organizations move their customers through onboarding, maintenance, review, and offboarding journeys, it is critical that they consistently understand all parties involved. Complex customers can have a large number of related parties. The due diligence requirements by party are based on many…

Article

Sep 25, 2019

Rule name Rule type Applies to class Ruleset Ruleset version Usage Customer Rule-Obj-Property PegaCLMFS-Data-Party-OriginalCust PegaCLMFS 08-01-01 Deprecated because this is no longer used in Pega Client Lifecycle Management for Financial Services. Rule left in place for backward compatibility.…