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.

1. 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

2. 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

• Managing related parties