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Data traceability

Updated on June 7, 2021

Financial Services institutions are subject to several regulations that vary between jurisdictions. In addition to meeting these regulations globally, institutions need to prove to regulatory auditors how specific decisions are made. A large volume of data that drives those decisions is captured from various sources, such as internal databases, customer self-service, manual entry by employees, and third-party systems. The business needs to track where the data was initially captured and how it changes over time.

Pega Client Lifecycle Management for Financial Services Implementation Guide Pega Client Lifecycle Management for Financial Services Implementation Guide

Use the data traceability feature to identify and track data objects, and then configure auditable entries on a particular data object. The data change tracking engine scan for changes and save them in an exposed, easily accessible data change repository.

For information about how data traceability is configured, see Data traceability.

To extend data traceability, do the following "Extending tracked security changes" task.

Extending tracked security changes

Configure auditable entries on a particular data object that you want to track, for example, business goals.

  1. In the header of Dev Studio, in the search text field, enter FSIFTrackSecurityChanges and select the PegaFS-Data-Party-MasterProfile data transform rule.
  2. Save the rule into your implementation layer by clicking Save as.
    For more information, see Copying rule or data instance.
  3. Click Add a row.
  4. Enter RelevantRelationshipList.LinkedChildren for both the Target and Source fields.
  5. Click Save.
  6. In the header of Dev Studio,, in the search text field, enter FSIFTrackSecurityChanges and select the PegaFS-Data-PartyPartyXref data transform rule.
  7. Save the rule into your implementation layer by clicking Save as.
    For more information, see Copying rule or data instance.
  8. Click Add a row.
  9. Enter LinkedChildren for both the Target and Source fields.
  10. Click Save.

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