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How and where to configure triggers

Updated on September 28, 2022

You can configure the applicability logic for DFA questionnaire using the ‘ApplicabilityMatrix’ decision table. For information on general configuration of this rule, see the 'Applicability matrix' section of the implementation guide.

The other important decision logic rule is the ‘‘isDoddFrankApplicable’ When rule.

Implementations based on CLM and KYC 8.5 or earlier use the ‘ProdRegulationsMasterAppliesWhen’ decision table. This also uses the main decision logic in the ‘isDoddFrankApplicable’ When rule.

You will need to configure the specific DFA applicability logic for your financial institution in these above-mentioned rules.

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