Skip to main content


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

Configuring related parties grid and actions

Updated on June 11, 2021

Manage related parties grid gives the Relationship Managers the ability to view a high-level summary of related party data and roles. At the same time, the Relationship Manager can perform the following actions on a related party.

Add related party
Action for adding a new or an existing related party.
View related party
Action for viewing related party details in read-only mode.
Edit related party
Action for updating the core details of a related party.
Update roles and attributes
Action for updating roles and attributes of a related party.
Delete relationship
Action for removing a related party relationship.
Override deem controlling
Action for overriding the deem controlling flag of a related party.
Override aggregate ownership
Action for overriding aggregate ownership percentage of a related party.

While the preconfigured actions cover most regular cases, there might be some situations where the Relationship Manager might need to view more related party data or add more actions. The following rules can be configured to modify the default behavior to display extra related party data on the related parties’ grid or add more actions.

Rule nameRule typeUsage
ManageRelatedParties2GSectionSection for displaying related party data and their roles.
ManageRelatedPartiesActionsNavigationNavigation rule for configuring various actions that can be performed on a related party.
  • Previous topic Customizing the relationship visualizer
  • Next topic Modifying KYC significant and deemed controlling logic

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