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Journey types and subtypes

Updated on January 13, 2022

The following table contains a list of journey types and subtypes supported out-of-the-box.

Pega Client Lifecycle Management for Financial Services Implementation Guide

For more information about the functional behavior of these journeys, see the Product Overview available on Pega Client Lifecycle Management for Financial Services product page.

Journey type/Internal code/ClassJourney subtype/Internal code

Onboard new Customer/OnboardNewCustomer

PegaCLMFS-Work-CLM-OnboardNewCust

New entity/NewParentEntity

New individual/NewIndividualEntity

New subsidiary entity/NewSubsidiaryEntity

New branch entity/NewBranchEntity

New affiliate entity/NewAffiliateEntity

New division entity/NewDivisionEntity

New fund manager/NewFundmanager

Onboard related/PartyOnboardRelatedParty

PegaCLMFS-Work-CLM-OnboardNewCust

New entity/NewParentEntity

New individual/NewIndividualEntity

New subsidiary entity/NewSubsidiaryEntity

New branch entity/NewBranchEntity

New affiliate entity/NewAffiliateEntity

New division entity/NewDivisionEntity

New fund manager/NewFundmanager

Onboard new business relationship/OnboardNewBusRel

PegaCLMFS-Work-CLM-OnboardNewBusRel

New principal/NewPrincipal

New fund manager/NewFundmanager

Offboard existing customer/OffboardExistingCustomer

PegaCLMFS-Work-CLM-OffBoardExistingCust

Exit products or locations/ExitProductsOrLocations

Offboard existing customer/OffboardExistingCustomer

Maintain existing customer/MaintainExistingCust

PegaCLMFS-Work-CLM-MaintainExistingCust

Maintain general customer data/MaintainCustomerGeneralData

Maintain business relationship/MaintainBusinessRelationship

PegaCLMFS-Work-CLM-MaintainBusRel

Add products or locations/AddProductsOrLocations

Add managed fund/AddFund

Customer review/CustomerReview

PegaCLMFS-Work-CLM-CustomerReview

Customer amendment/CustomerAmendment

Customer periodic review/CustomerPeriodicReview

Customer material change/CustomerMaterialChange

Due diligence/DueDiligence

PegaCLMFS-Work-CLM-CustDueDiligence

Customer due diligence/CustDueDiligence

Group Management/GroupManagement

PegaCLMFS-Work-CLM-GroupManagement

New group onboarding/NewGroupOnboarding

Maintain group/MaintainGroup

Reactivate group/ReactivateGroup

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