Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

How and where to configure triggers

Updated on September 29, 2022

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.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us