Journey types and subtypes
The following table contains a list of journey types and subtypes supported out-of-the-box.
For more information about the functional behavior of these journeys, see the Product Overview available on Pega Client Lifecycle Management for Financial Services product page.
| Journey type/Internal code/Class | Journey subtype/Internal code |
Onboard new Customer/OnboardNewCustomer PegaCLMFS-Work-CLM-OnboardNewCust | New entity/NewParentEntity New individual/NewIndividualEntity New subsidiary entity/NewSubsidiaryEntity New branch entity/NewBranchEntity New affiliate entity/NewAffiliateEntity New division entity/NewDivisionEntity New fund manager/NewFundmanager |
Onboard related/PartyOnboardRelatedParty PegaCLMFS-Work-CLM-OnboardNewCust | New entity/NewParentEntity New individual/NewIndividualEntity New subsidiary entity/NewSubsidiaryEntity New branch entity/NewBranchEntity New affiliate entity/NewAffiliateEntity New division entity/NewDivisionEntity New fund manager/NewFundmanager |
Onboard new business relationship/OnboardNewBusRel PegaCLMFS-Work-CLM-OnboardNewBusRel | New principal/NewPrincipal New fund manager/NewFundmanager |
Offboard existing customer/OffboardExistingCustomer PegaCLMFS-Work-CLM-OffBoardExistingCust | Exit products or locations/ExitProductsOrLocations Offboard existing customer/OffboardExistingCustomer |
Maintain existing customer/MaintainExistingCust PegaCLMFS-Work-CLM-MaintainExistingCust | Maintain general customer data/MaintainCustomerGeneralData |
Maintain business relationship/MaintainBusinessRelationship PegaCLMFS-Work-CLM-MaintainBusRel | Add products or locations/AddProductsOrLocations Add managed fund/AddFund |
Customer review/CustomerReview PegaCLMFS-Work-CLM-CustomerReview | Customer amendment/CustomerAmendment Customer periodic review/CustomerPeriodicReview Customer material change/CustomerMaterialChange |
Due diligence/DueDiligence PegaCLMFS-Work-CLM-CustDueDiligence | Customer due diligence/CustDueDiligence |
Group Management/GroupManagement PegaCLMFS-Work-CLM-GroupManagement | New group onboarding/NewGroupOnboarding Maintain group/MaintainGroup Reactivate group/ReactivateGroup |
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