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Supporting infrastructure

Updated on January 13, 2022

The out-of-the-box Pega Client Lifecycle Management and KYC 8.5 application version introduces the possibility of adding multiple roles for a related party and adding indirect related parties. The following data model infrastructure supports the functionality.

Pega Client Lifecycle Management for Financial Services Implementation Guide

Data model structureRule typeDescription
LinkedRelatedPartyList()Property Page-listHolds information about two parties involved in the relationship like party IDs, party names, assessment flags, and others.
LinkedRelatedPartyList().Relcodes()Property Page-listHolds information about multiple relationships between parties like relationship category, relationship code, and others.
LinkedRelatedPartyList().Relcodes().Attributes()Property Page-listHolds information about attributes and their values.
RelatedPartyList()Property Page-listHolds a unique list of related parties that are part of the related party network.

While the preconfigured data mapped to the above page list is enough to cover most regular cases provided out of the box, there might be some situations where the Relationship Manager might require extra data for processing in the background or displaying on the UI and, in those scenarios, the above data model infrastructure can be used.

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