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Configuring supported data providers

Updated on January 13, 2022

Pega Client Lifecycle Management for Financial Services Implementation Guide

HIS Markit

If you license Markit, download its corresponding integration component from Markit for PFFS at Pega Marketplace product page. Install and configure the component following the instructions in the user guide available on a product page.

After the integration components are installed, set the following Dynamic system setting to activate the business service and register the provider.

PurposeRule typeDynamic System Settings
Business service activationDynamic system setting

PegaFS fs/services/eEnrichment/enable=true

PegaCLMFS clmfs/services/eEnrichment/enable=true

Provider registrationDynamic system settingNot required by default as eEnrichment services are invoked from the customer search screens explicitly passing the provider name.
Simulator activationDynamic system settingPegaFS ConnectorDemoeEnrichment=false
Extension pointData transformBusinessServiceEnrichmentGetDataSetProvider

AVOX

If you license Refinitiv AVOX, download its corresponding integration component from Refinitiv Avox for PFFS at Pega Marketplace product page. Install and configure the component by following the instructions in the user guide available on a product page.

After the integration component are installed, set the following Dynamic system setting to activate the business service and register the provider.

PurposeRule typeDynamic System Settings
Business service activationDynamic system setting

PegaFS fs/services/eEnrichment/enable=true

PegaCLMFS clmfs/services/eEnrichment/enable=true

Provider registrationDynamic system settingNot required by default as eEnrichment services are invoked from the customer search screens explicitly passing the provider name.
Simulator activationDynamic system settingPegaFS ConnectorDemoeEnrichment=false
Extension pointData transformBusinessServiceEnrichmentGetDataSetProvider
Note: In addition to the configuration steps that are listed in the integration component user guide, the outbound IP of your servers must be added to the AVOX allow list. Discuss with your IT department and AVOX how to implement the changes.

SWIFT KYC

If you license SWIFT KYC, you can request the integration component for SWIFT KYC by raising a Service Request in Pega. Once you have the component, install and configure it by following the instructions that are provided in the user guide supplied with the component.

After the integration component are installed, set the following Dynamic system setting to activate the business service and register the provider.

PurposeRule typeDynamic System Settings
Business service activationDynamic system setting

PegaFS fs/services/eEnrichment/enable=true

PegaCLMFS clmfs/services/eEnrichment/enable=true

Provider registrationDynamic system settingNot required by default as eEnrichment services are invoked from the customer search screens explicitly passing the provider name.
Simulator activationDynamic system settingPegaFS ConnectorDemoeEnrichment=false
Extension pointData transformBusinessServiceEnrichmentGetDataSetProvider

Equifax

If you license Equifax, download its corresponding integration component from Equifax for PFFS at Pega Marketplace product page. Install and configure the component by following the instructions in the user guide available on a product page.

After the integration component has been installed, set the following Dynamic system setting to activate the business service and register the provider.

PurposeRule typeDynamic System Settings
Business service activationDynamic system setting

PegaFS fs/services/eFraud/enable=true

PegaFS fs/services/eOFAC /enable=true

PegaFS fs/services/eCredit/enable=true

PegaFS fs/services/eIDVerify/enable=true

PegaCLMFS fs/services/eFraud/enable=true

PegaCLMFS fs/services/eOFAC /enable=true

PegaCLMFS fs/services/eCredit/enable=true

PegaCLMFS fs/services/eIDVerify/enable=true

Provider registrationDynamic system settingfs/services/eScreening/Provider=EQ
Simulator activationDynamic system setting

PegaFS ConnectorDemoeOFACCheck

PegaFS ConnectorDemoeCreditCheck

PegaFS ConnectorDemoeIDVerification

PegaFS ConnectorDemoeFraudCheck

Extension pointsData transform

BusinessServiceIDVerificationGetDataSetProvider

BusinessServiceFraudCheckGetDataSetProvider

BusinessServiceCreditCheckGetDataSetProvider

BusinessServiceOFACGetDataSetProvider

World-Check

If you license Refinitiv World-Check One, download its corresponding integration component from Refinitiv World-Check One at Pega Marketplace product page. Install and configure the component following the instructions in the user guide on a product page.

After the integration component are installed, set the following Dynamic system setting to activate the business service and register the provider.

PurposeRule typeDynamic System Settings
Business service activationDynamic system setting

PegaFS fs/services/eScreening/enable=true

PegaFS fs/services/AdverseMedia/enable=true

PegaCLMFS clmfs/services/eScreening/enable=true

PegaCLMFS clmfs/services/AdverseMedia/enable=true

Provider registrationDynamic system setting

fs/services/eScreening/Provider=Powered by Refinitiv World-Check

fs/services/AdverseMedia/Provider=Powered by Refinitiv World-Check

Simulator activationDynamic system setting

PegaFS ConnectorDemoScreening=false

PegaFS ConnectorDemoAdverseMedia=false

Extension pointsData transform

BusinessServiceScreeningGetDataSetProvider

BusinessServiceAdverseMediaGetDataSetProvider

Note: Once the World-Check services are activated, and screening cases are created, the application starts using certain assets like classes, sections, and flow actions from the component to store and present the information on the cases and the master profile. Removal of the component from the stack renders these assets inaccessible and leads to data validation issues for any cases and master profiles that carry eScreening information. Hence, you must ensure that the component is never removed from the application stack and only the settings listed above are used to deactivate the service.

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