Skip to main content


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

Configuring completion logic

Updated on January 13, 2022

The system logically segregates the customer data into categories like basic information, regulatory data, related parties, products. Only after collecting mandatory information in each data category can the Relationship Manager proceed to the next step in the onboarding process. Related parties are one such data category where the Relationship Manager must collect before moving onto the next step.

Pega Client Lifecycle Management for Financial Services Implementation Guide
While the preconfigured logic for related party completion logic covers most regular cases, there might be some situations where the Relationship Manager might need to override the automated completion logic. To update the completion logic, perform the following steps.
  1. In the navigation pane of Dev Studio, click Records.
  2. Expand the Decision category, and then click When.
  3. In Dev Studio click RecordsDecisionWhen.
  4. 2. In the When tab, search for and select a when rule that meets your business needs:
    • If the contracting party is organization, select the IsRelatedPartiesDetailsCompletedOrg when rule.
    • If the contracting party is individual, select the RelatedPartiesDetailsCompletedIndwhen rule.
  5. Update the when rule to include new 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