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Support Article

Rules missing in the upgrade major version



During Pega Platform 8.1 upgrade testing, some rules fail during execution when they reference or call unavailable rules. After further analysis, it is determined that some rules that existed in the 07- ruleset version are no longer available in the upgraded 08- ruleset version.

Error Messages

Failed to find a 'RULE-OBJ-MODEL' with the name 'CALCULATETOTALOWNERSHIPPERCENTAGE' that applies to 'ORG-FW-CLM-Data-PartyPartyXRef'. There were 4 rules with this name in the rulebase, but none matched this request. The 4 rules named 'CALCULATETOTALOWNERSHIPPERCENTAGE' defined in the rulebase are:

2 related to applies-to class 'ORG-FW-CLM-Data-PartyPartyXRef', but were defined in rulesets which are not in your rulesetlist: {PegaFS:07-21-40, PegaFS:07-21-35}.

1 unrelated to applies-to class 'ORG-FW-CLM-Data-PartyPartyXRef', for example: 'PegaFS-Data-Party'.

1 inaccessible because their availability was 'Withdrawn'.

Steps to Reproduce

  1. In Pega Client Lifecycle Management for Financial Services (CLMFS) 7.3, specialize the PegaFS-Data-PartyPartyXRef.AddAssociatePartiesForCLM activity from PegaCLMFS:07-31-01 ruleset in to a Specialization layer.

    For example: ORG-FW-CLM-Data-PartyPartyXRef.AddRelatedPartiesForCLM in ORGCLM_FW:03-07-83 ruleset.

    ORG-FW-CLM-Data-PartyPartyXRef directly inherits from PegaFS-Data-PartyPartyXRef. ORGCLM_FW ruleset in the ORGCLM_FW application which is built on the PegaCLMCIBForFS 7.31 out-of-the-box application (PegaCLMFSCIB 8 after the upgrade).

    The activity is invoked from the AddRelatedPartiesForCLM section which must be saved to the same Specialization class and ruleset.

  2. Upgrade CLM 7.3 to Pega Onboarding for Financial Services 8.1.
  3. Start a new client Onboarding case.
  4. Navigate to the Add related party section.
  5. Fill in all the details.
  6. Click Submit.

Root Cause

The CalculateTotalOwnershipPercentage data transform was moved from PegaFS-Data-PartyPartyXRef to PegaFS-Party-Data class hierarchy as per the code refactor in CLM 8.x.


Perform the following local-change:
  1. Create a wrapper activity in PegaFS-Data-PartyPartyXRef class.
  2. Set the page context to PegaFS-Data-Party class before invoking the AddAssociatePartiesForCLM activity.

Published December 2, 2021

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