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Optional: Importing the sample application

Updated on June 25, 2021

The Pega Client Lifecycle Management and KYC distribution media includes a sample application to help you explore the application capabilities. The sample data includes disabled sample operators that you can enable to learn about the workspaces for each operator role. Importing the sample data is optional and it is not recommended in production environments.

Before you begin: Ensure that you have already imported the Pega Client Lifecycle Management and KYC application file.
Note: The new version of the sample application might override data and rules installed before with previous versions of the application.

To import the sample configuration for Pega Client Lifecycle Management and KYC, complete the following steps.

  1. In the header of Dev Studio, click ConfigureApplicationDistributionImport.
  2. Select the SampleData/PegaCLMFSSampleBasic.jar file from your distribution media.
  3. Select the check box to enable the advanced mode and ensure that the existing sample operators are updated with the new configuration.
  4. Follow the wizard instructions to import the sample data.
  5. To import sample customers, repeat the previous steps for SampleData/PegaCLMFSSampleCustomers.jar in standard mode.
What to do next: Enable the sample operators that you will use to explore the different workspaces. For more information, see Optional: Enabling sample operator accounts.
  • Previous topic Update to the latest KYC regulatory compliance package
  • Next topic Optional: Enabling sample operator accounts

Tags

Pega Client Lifecycle Management for Financial Services 8.7

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