Pega Client Lifecycle Management and KYC Implementation Guide
Pega Client Lifecycle Management and KYC accelerates the process of onboarding new customers at financial institutions while managing highly complex regulation with less effort. This application enables those involved in the onboarding process, including relationship managers and sales support, to capture customer and due diligence data more easily and accurately, resulting in the reduced turn-around time while onboarding new customers.
For information about application features and configuration, see the following topics:
- Getting started
- Building a new application
- Implementing case types
- Managing reference data
- Managing business rules
- Due diligence functions
- Managing related parties
- Requirements and document collection introduction
- Configuring client outreach
- Modifying the welcome pack
- External data providers
- Supporting functions
- Application performance
- Reference
Next topic Getting started