Funds specialization
The topics in this section describe a dynamic system setting that enables you to control which tax or due diligence cases get created while managing fund managers and funds.
Pega Client Lifecycle Management for Financial
Services
Implementation Guide
Pega Client Lifecycle Management for Financial
Services
Implementation Guide
Pega Client Lifecycle Management for Financial
Services
Implementation Guide
Configuring tax cases for funds
The clmfs/SpinoffTaxCasesForFunds dynamic system setting enables you to control which tax cases are created while managing fund managers and funds.
- In the navigation pane of Dev Studio, click Records.
- Expand the SysAdmin category, and then click Dynamic System Settings.
- In the editor window, search for and select the clmfs/SpinoffTaxCasesForFunds dynamic system setting.
- In the Value field, enter a value that meets your
business needs:
- To create the tax cases (FACTA/CRS) for the fund manager and each fund selected for that particular journey, enter Unique.
- To create the tax cases (FACTA/CRS) only for the fund manager, enter Inherited.
- To customize the creation of the tax cases by specifying a when rule, for example, TaxCaseCreationWhenRuleEvaluation, enter If is valid when rule.
Configuring due diligence cases for funds
The clmfs/SpinoffRegulatoryDDCasesForFunds dynamic system setting enables you to control which due diligence cases are created while managing fund managers and funds.
- In the navigation pane of Dev Studio, click Records.
- Expand the SysAdmin category, and then click Dynamic System Settings.
- In the Dynamic System Settings tab, search for and select the clmfs/SpinoffRegulatoryDDCasesForFunds dynamic system setting.
- In the Value field, enter a value that meets your
business needs:
- To create the regulatory cases (LKYC) for each fund selected for that particular journey, enter Unique.
- To create the regulatory cases (LKYC) only for the fund manager, enter Inherited.
- To customize the creation of the regulatory cases by specifying a when rule, for example, TaxCaseCreationWhenRuleEvaluation, enter If is valid when rule.
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