How and where to configure triggers
As of CLM and KYC 8.6, the applicability logic for CRS questionnaires can be configured using the Decision table ‘ApplicabilityMatrix’. For information on general configuration of this rule, see the 'Applicability matrix' section of the implementation guide.
The core decision logic is covered in the When rule ‘ApplyCRSCaseWhen’.
Implementations based on CLM and KYC 8.5 or earlier versions will use the Decision table ‘TaxRegulationsMasterAppliesWhen’. For information on general configuration, see the KYC Type Applicability. This also uses the main decision logic in the When rule ‘ApplyCRSCaseWhen’.
- You will need to configure the specific CRS applicability logic for your financial Institution in the above-mentioned rules.
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