Managing related parties programmatically
Managing related parties grid provides the Relationship Manager the ability to add, update, and delete a related party from the UI. This option covers most regular use cases, but there might be some scenarios where parties need to be added, updated, and deleted programmatically.
- Map required related party details to a temporary page of type
PegaFS-Data-Party. The data must include the following
information.
- Related party code information
Related party type Data to map Individual First name
Last name
Middle name
Tax ID number
Nationality
Date of birth
Country of birth
Email
Phone
Address
Organization Full legal name
Legal ID
Email
Phone
Entity type
Address
- Relationship category and codes
- Attributes names and their corresponding values
- Control flags
Flag Value Assessed false Source Case ActionTaken Add
Update
Remove
- Related party code information
- Invoke below data transforms based on the action that needs to be
performed.Each data transform, in turn, invokes the SetRelationshipNetwork data transform that applies to the PegaFS-Data-Party class, which takes care of adding, updating, and deleting a related party to the relationship network.
Action Rule name Rule type Usage Add AddRelatedparty that applies to the PegaFS-Data-Party. class
Data transform Allows you to add a related party to the relationship network. Update UpdateRelationshipRelatedParty that applies to the PegaFS-Data-Party. class
Data transform Allows you to update a related party in the relationship network. Remove RemoveRelatedParty that applies to the PegaFS-Data-Party. class
Data transform Allows you to remove a related party from the relationship network. When invoking to the data transforms, pass the following parameters:Parameter Usage RelatedPartyViewPage Related party temporary page that is created in the first step BaseCustomerPage Related party network source page list in the context of the onboarding case SkipRPMasterProfileCreation
(only for Add action)
Boolean parameter to access whether related party customer master profile needs to be created while adding a related party
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