Make the journeys and sub-journeys that Pega Client Lifecycle Management and KYC includes out of the box visible from the new implementation layer by registering them.

Create field value rules under the new journey class created in the new application to register a journey or sub-journey. The new journey class is named PegaCLMFS-Work-CLM in the base implementation layer, and must be named UPFS-Work-CLM in the new implementation layer.

Changing the field values for customer journeys

1. In the navigation pane of Dev Studio, click App.
2. In the search box, search the PegaCLMFS-Work-CLM class for the CustJourneyType CustomerReview report definition rule, and then select the rule.
3. Save the rule into your implementation layer.
   Use one of your application rulesets and select the journey class created by the wizard.
4. Click Save.
5. Repeat steps 1 to 3 for the following field values:

   Class	Field Value
   PegaCLMFS-Work-CLM	CustJourneyType MaintainBusinessRelationship
   PegaCLMFS-Work-CLM	CustJourneyType MaintainExistingCust
   PegaCLMFS-Work-CLM	CustJourneyType Offboardexistingcustomer
   PegaCLMFS-Work-CLM	CustJourneyType OnboardNewBusRel
   PegaCLMFS-Work-CLM	CustJourneyType OnboardNewCustomer
   PegaCLMFS-Work-CLM	CustJourneyType OnboardRelatedParty
   PegaCLMFS-Work-CLM	CustJourneyType GroupManagement
   PegaCLMFS-Work-CLM	CustJourneyType DueDiligence
   PegaCLMFS-Work-CLM	CustJourneyType FullfillClusteredProducts

Changing the field values for customer sub-journeys

1. In the navigation pane of Dev Studio, click App.
2. In the search box, search the PegaCLMFS-Work-CLM-CustomerReview class for the CustJourneySubtype CustomerPeriodicReview report definition rule, and then select the rule.
3. Save the rule into your implementation layer.
   Use one of your application rulesets and select the journey class created by the wizard.
4. Click Save.
5. Repeat steps 1 to 3 for the following field values:

   Class	Field value
   PegaCLMFS-Work-CLM-MaintainBusRel	CustJourneySubtype AddFund
   PegaCLMFS-Work-CLM-MaintainBusRel	CustJourneySubtype Add products or locations
   PegaCLMFS-Work-CLM-MaintainBusRel	CustJourneySubtype AddAccount
   PegaCLMFS-Work-CLM-CustDueDiligence	CustJourneySubtype Customer due diligence
   PegaCLMFS-Work-CLM-CustomerReview	CustJourneySubtype Customer material change
   PegaCLMFS-Work-CLM-CustomerReview	CustJourneySubtype Customer periodic review
   PegaCLMFS-Work-CLM-CustomerReview	CustJourneySubtype Customer remediation
   PegaCLMFS-Work-CLM-CustomerReview	CustJourneySubtype CustomerAmendment
   PegaCLMFS-Work-CLM-MaintainExistingCust	CustJourneySubtype EventDrivenReview
   PegaCLMFS-Work-CLM-OffBoardExistingCust	CustJourneySubtype Exit products or locations
   PegaCLMFS-Work-CLM-FulfillClusteredProducts	CustJourneySubtype FulfillProductsByLocation
   PegaCLMFS-Work-CLM-MaintainExistingCust	CustJourneySubtype Maintain general customer data
   PegaCLMFS-Work-CLM-OnboardNewCust	CustJourneySubtype New entity
   PegaCLMFS-Work-CLM-OnboardNewBusRel	CustJourneySubtype New fund manager
   PegaCLMFS-Work-CLM-OnboardNewCust	CustJourneySubtype New fund manager
   PegaCLMFS-Work-CLM-OnboardNewCust	CustJourneySubtype New individual
   PegaCLMFS-Work-CLM-OnboardNewBusRel	CustJourneySubtype New principal
   PegaCLMFS-Work-CLM-OnboardNewCust	CustJourneySubtype New subsidiary entity
   PegaCLMFS-Work-CLM-OnboardNewCust	CustJourneySubtype NewAffiliateEntity
   PegaCLMFS-Work-CLM-OnboardNewCust	CustJourneySubtype NewBranchEntity
   PegaCLMFS-Work-CLM-OnboardNewCust	CustJourneySubtype NewDivisionEntity
   PegaCLMFS-Work-CLM-OnboardNewCust	CustJourneySubtype NewGroupOnboarding
   PegaCLMFS-Work-CLM-OffBoardExistingCust	CustJourneySubtype Offboard existing customer
   PegaCLMFS-Work-CLM	CustJourneySubtype ReactivateGroup
   PegaCLMFS-Work-CLM	CustJourneySubtype MaintainGroup

• Configuring the application