If your organization uses the previous version of the functionality (1G), you need to consider some additional factors to transition to the new version (2G) successfully.

The sections below describe the process that you must analyze and then schedule the activation of the functionality accordingly. The activation of 2G functionality does not necessarily need to happen immediately after installing the Pega Client Lifecycle Management and KYC 8.5 version.

• Activating the functionality
• Migrating document metadata

• Requirements and document collection introduction