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How and where to configure triggers

Updated on September 29, 2022

You can configure the applicability logic for MiFID questionnaires 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 ‘ApplyMIFIDCaseWhen’ When rule.

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

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

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