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Generating a PDF documentation

Updated on January 13, 2022

Pega Client Lifecycle Management and KYC allows users to create PDF-generated reports of a party's KYC data as it was captured and approved within the context of the case.

Pega Client Lifecycle Management for Financial Services Implementation Guide

Pega Client Lifecycle Management and KYC generates two types of PDF documents:

Customer Profile Summary
The document contains most of the information available in the Customer Profile Summary. You can generate the document on request from the Actions menu available at that view. For more information, see Create customer audit report with complete customer details. The document will be downloaded as soon as the request is completed and attached to the customer document library.
KYC questionnaire
The documents are a PDF representation of the KYC questionnaires contained by a KYC case. Users can generate these documents or skip them right after the approval of KYC cases. The documents are generated in the background and automatically attached to the KYC case and the customer document library upon completion.

Document styling

By default, Pega applications apply the UI styling (CSS) during the generation of PDF documents using either the Create PDF smart shape or HTMLtoPDF API. However, the UI styling is usually heavy and might introduce performance issues. To accelerate the creation of PDF files and improve rendering, the latest versions of Pega Client Lifecycle Management and KYC use compact styling. Compact styling offloads heavy application CSS and uses a simple CSS file with minimum styling applicable only to the context in the document.

The out-of-the-box styling provided to PDF documents by Pega Client Lifecycle Management application is available in pyCompactStylesforPDF.css stylesheet. If you need to make additional changes to the styling generated out-of-the-box by Pega Client Lifecycle Management, you can override the extension rule pyCompactStylesforPDF_Ext.css stylesheet into your implementation layer and add your custom styling there.

If you modify your application to generate your PDF documents, you can also enable the use of compact styling by:

  • Passing the parameter param.UseCompactStylesforPDF as true to PDF generation API (HTMLtoPDF) to make the document generated in that call to use compact styling. As an alternative, you can set the Dynamic System Setting (DSS) UseCompactStylesforPDF to true. During run time Pega Platform uses the DSS value to generate PDFs using compact styling.
    Note: An application-wide scope configuration takes precedence for all use cases where PDF documents were generated, while passing the parameter to the API is limited to the invocation where the PDF document is generated, and the rest of the application is not impacted.
  • Override the pyCompactStylesforPDF_Ext.css stylesheet at your application layer and add the styles required for your PDF documents.

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