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Managing related parties programmatically

Updated on January 13, 2022

Managing related parties grid provides the Relationship Manager the ability to add, update, and delete a related party from the UI. This option covers most regular use cases, but there might be some scenarios where parties need to be added, updated, and deleted programmatically.

Pega Client Lifecycle Management for Financial Services Implementation Guide
  1. Map required related party details to a temporary page of type PegaFS-Data-Party. The data must include the following information.
    • Related party code information
      Related party typeData to map
      Individual

      First name

      Last name

      Middle name

      Tax ID number

      Nationality

      Date of birth

      Country of birth

      Email

      Phone

      Address

      Organization

      Full legal name

      Legal ID

      Email

      Phone

      Entity type

      Address

    • Relationship category and codes
    • Attributes names and their corresponding values
    • Control flags
      FlagValue
      Assessedfalse
      SourceCase
      ActionTaken

      Add

      Update

      Remove

  2. Invoke below data transforms based on the action that needs to be performed.
    Each data transform, in turn, invokes the SetRelationshipNetwork data transform that applies to the PegaFS-Data-Party class, which takes care of adding, updating, and deleting a related party to the relationship network.
    ActionRule nameRule typeUsage
    Add

    AddRelatedparty that applies to the PegaFS-Data-Party. class

    Data transformAllows you to add a related party to the relationship network.
    Update

    UpdateRelationshipRelatedParty that applies to the PegaFS-Data-Party. class

    Data transformAllows you to update a related party in the relationship network.
    Remove

    RemoveRelatedParty that applies to the PegaFS-Data-Party. class

    Data transformAllows you to remove a related party from the relationship network.
    When invoking to the data transforms, pass the following parameters:
    ParameterUsage
    RelatedPartyViewPageRelated party temporary page that is created in the first step
    BaseCustomerPageRelated party network source page list in the context of the onboarding case

    SkipRPMasterProfileCreation

    (only for Add action)

    Boolean parameter to access whether related party customer master profile needs to be created while adding a related party
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