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'not found' errors 'SAMPLE_CUSTINVESTPROFILE' creating CLM case



Following the Pega Client Lifecycle Management (CLM) for Financial Services 7.4 installation, creating a CLM case with a new Individual or Organization fails.

Error Messages

.pyCommitError: A commit cannot be performed because a deferred save of an instance of class PegaFS-Data-Party-MasterProfile failed: code <none> SQLState: <none> Message: <none>

.pyWorkParty(Customer).CustinvestmentHistoryProfile: InvalidReferenceException AN_NAME_CODE Property 'AN_NAME_CODE' does not exist on class 'PegaFS-Int-FSF_SAMPLE_CUSTINVESTPROFILE
pyWorkParty (Customer).RelatedPartyList(1).CustinvestmentHistoryProfile: InvalidReferenceException AN_NAME_CODE Property'AN_NAME_CODE' does not exist on class 'PegaFS-Int-FSF_SAMPLE CUSTINVESTPROFILE
.pyWorkParty(Customer).LinkedRelatedPartyList(1).Custinfo.CustinvestmentHistoryProfile: InvalidReferenceException AN_NAME CODE Property 'AN_NAME_CODE' does not exist on class 'PegaFS-Int
FSF SAMPLE_CUSTINVESTPROFILE .pyWorkParty(PrimaryContact).CustinvestmentHistoryProfile: InvalidReferenceException AN NAME_CODE Property 'AN _NAME_CODE does not exist on class 'PegaFS-Int

  1. Create a corporate customer Onboarding case using the CLM Relationship Manager portal.
  2. Enter a new Individual or Organization.
  3. Click the 'Create new' link.

Root Cause

The Pega Foundation for Financial Services (FFS) sample schema and data are not installed. The sample schema and the data are required to use the sample application.


Perform the following local-change:

Import the sample schema and data.

Sample data for FFS 7.4:



Published December 13, 2018 - Updated December 2, 2021

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