Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Managing related parties

Updated on January 13, 2022

The Pega Client Lifecycle Management (CLM) application gives financial institutions the ability to capture related party information about a customer, including the underlying beneficial owners and controlling persons. Once the various related parties are identified and input into the application, the system reviews the party type, roles, and ownership data of the related parties to determine the regulatory requirements which need to be fulfilled as part of the customer onboarding process. The topics in this section describe related parties management solution and its configuration.

Pega Client Lifecycle Management for Financial Services Implementation Guide

The following topics describe related parties management solution and its configuration.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us