Reports
Pega Client Lifecycle Management for Financial Services provides a set of reports that show customer master profile data and customer journey data.
The reports are divided into the following categories:
- CLM Abandonment
- CLM Customer History
- CLM Customer Journey History
- CLM Customer products
- CLM Customer Risk
- CLM Performance
Each category contains several reports.
CLM Abandonment
- CLM abandonment cases per reason and customer type
- CLM abandonment cases per reason and jurisdiction
CLM Customer History
- Customer by type and business relationship
- Customer by type and country of incorporation
- Customer by type and date of incorporation
- Customer by type and status
- Customer by type and subtype
- Map of Customers by region
CLM Customer Journey History
- CLM approved KYC cases by customer and department
- CLM case per journey type and subtype and customer type
- CLM case per journey type and subtype and jurisdiction
CLM Customer products
- CLM products by customer type and jurisdiction
- CLM products per product and customer type
CLM Customer Risk
- CLM customer by risk and country of incorporation
- CLM customer by type and risk
CLM Performance
- Active CLM cases per analyst
- CLM case creation throughput by customer type and jurisdiction
- CLM case resolution throughput by customer type and jurisdiction
- CLM resolution rate by customer journey
- Current CLM cases by customer journey and SLA
- Current CLM cases by customer risk and SLA
- Distribution of active CLM cases by type
- My current CLM cases by stage and priority
- Number of CLM cases off track
The CLM Abandonment, CLM Customer Journey History, and CLM Performance reports get data from work objects and display the results in a summary view. Case details, such as case ID, customer type, customer name, journey type, and journey subtype, are displayed in a detailed view.
The Case ID column has a link that opens the work object to verify additional case data.
The CLM Customer History, CLM Customer products, and CLM Customer Risk reports get data directly from the customer master profile and display the results in a summary view. Customer details, such as customer ID, customer type, customer name, and status, are displayed in a detailed report.
The Customer ID column has a customizable link that opens the Customer master profile to verify additional customer data.
The rules used to implement the CLM Reports are outlined in the following table. All rules are in the PegaCLMFS ruleset.
Rule name | Rule type | Description |
|---|---|---|
CLMAbandonment | Category | Category to group all CLM Abandonment reports |
CLMCustomerHistory | Category | Category to group all CLM Customer History reports |
CLMCustomerJourneyHistory | Category | Category to group all CLM Customer Journey History reports |
CLMCustomerProducts | Category | Category to group all CLM Customer products reports |
CLMCustomerRisk | Category | Category to group all CLM Customer Risk reports |
CLMPerformance | Category | Category to group all CLM Performance reports |
AbandonmentCasesReasonAndCustomerType | Report Definition | Displays the number of CLM cases by abandonment reasons and customer types; gets data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) |
AbandonmentCasesReasonAndJurisdiction | Report Definition | Displays the number of CLM cases by abandonment reasons and jurisdictions; gets data from joining PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) and Index-PegaFS-Data-ProductAdoption (pegadata.pr_Index_PegaFS_PrdAdoption database table) on CustomerID |
CLMCasesDefaultJurisdictionSimpleJoin | Report Definition | Drill-down report for CLM abandonment cases by reason and jurisdiction report; displays basic case details |
CustomerByTypeAndBusinessRelationship | Report Definition | Displays the number of customers by customer type and business relationship; gets data from joining PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) and Index-PegaFS-Data-BusRelationship (pegadata.pr_Index_PegaFS_Data_BusRel database table) on CustomerID |
CLMCustomerDefaultByBR | Report Definition | Drill-down report for customer by type and business relationship report; displays basic customer details with business relationship type |
CustomerByTypeAndCountryOfIncorporation | Report Definition | Displays the number of customers by customer type and country of incorporation; gets data from joining PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) and PegaFS-Int-FSF_SAMPLE_COUNTRY (pegadata.FSF_SAMPLE_COUNTRY database table) on CustomerID |
CustomerByTypeAndDateOfIncorporation | Report Definition | Displays the number of customers by customer type and date of incorporation; gets data from PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) |
CustomerByTypeAndStatus | Report Definition | Displays the number of customers by customer type and status; gets data from PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) |
CustomerByTypeAndSubtype | Report Definition | Displays the number of customers by customer type and subtype; gets data from joining PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) and PegaFS-Int-FSF_SAMPLE_PARTYSUBTYPE (pegadata.FSF_SAMPLE_PARTYSUBTYPE database table) on Customer Subtype |
MapOfCustomersByRegion | Report Definition | Displays the number of customers per customer type and region, gets data from joining PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) and PegaFS-Int-FSF_SAMPLE_COUNTRY (pegadata.FSF_SAMPLE_COUNTRY database table) on CustomerID |
CLMCustomerDefaultByRegion | Report Definition | Drill-down report for customers by region report; displays basic customer details with region |
CLMApprovedKYCCasesByCustAndDept | Report Definition | Displays the number of KYC cases approved by user and department; gets data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) |
KYCDefaultCaseReport | Report Definition | Drill-down report for CLM approved KYC cases by customer and department report; displays basic case details with percentage of required data collected |
CasesByJourneyTypeCustType | Report Definition | Displays the number of cases by customer type, journey type and subtype; gets data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) |
CasesByJourneyTypeJurisdiction | Report Definition | Displays the number of cases by journey type and subtype, and jurisdiction, gets data from joining PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) and PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) on CustomerID and Index-PegaFS-Data-ProductAdoption (pegadata.pr_Index_PegaFS_PrdAdoption database table) on pzInsKey |
CLMProductsByCustomerTypeJurisdiction | Report Definition | Displays the product name and number of products by jurisdiction, customer type, and product category; gets data from joining PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) and Index-PegaFS-Data-Product (pegadata.pr_Index_PegaFS_Data_Product database table) on CustomerID and PegaFS-Int-FSF_SAMPLE_PRODUCTMATRIX (pegadata.FSF_SAMPLE_PRODUCTMATRIX database table) on ProductID |
CLMProductsByCustomerType | Report Definition | Displays the product name and number of products by customer type, product line of business, and product category; gets data from joining PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) and Index-PegaFS-Data-Product (pegadata.pr_Index_PegaFS_Data_Product database table) on CustomerID and PegaFS-Int-FSF_SAMPLE_PRODUCTMATRIX (pegadata.FSF_SAMPLE_PRODUCTMATRIX database table) on ProductID |
CLMCustomerByTypeAndRiskAndCountryOfIncorp | Report Definition | Displays the number of customers by customer risk and country of incorporation; gets data from joining PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) and PegaFS-Int-FSF_SAMPLE_COUNTRY (pegadata.FSF_SAMPLE_COUNTRY database table) on CustomerID |
CLMCustomerByTypeAndRisk | Report Definition | Displays the number of customers by customer type and customer risk; gets data from PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) |
ActiveCLMCasesPerAnalyst | Report Definition | Displays the number of active CLM cases by current analyst and the stage that the case is in; gets data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) |
CasesByCustomerTypeAndJurisdiction | Report Definition | Displays the number of cases by customer type and jurisdiction; gets data from joining PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) and PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) on CustomerID and Index-PegaFS-Data-ProductAdoption (pegadata.pr_Index_PegaFS_PrdAdoption database table) on pzInsKey |
CaseResolutionByCustomerTypeAndJurisdiction | Report Definition | Displays the number of resolved cases by customer type and jurisdiction; gets data from joining PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) and PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) on CustomerID and Index-PegaFS-Data-ProductAdoption (pegadata.pr_Index_PegaFS_PrdAdoption database table) on pzInsKey |
TimelinessByResolutionDay | Report Definition | Displays the number of resolved cases by day, customer journey type and subtype; gets data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) |
pyAgeResolved | Report Definition | Drill-down report for CLM resolution rate by customer journey report; displays basic case details with SLA goals, deadlines, and resolved timestamps |
TimelinessByJourneyType | Report Definition | Displays the number of cases by customer risk and SLA; gets data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) and Assign-Worklist (pegadata.pc_assign_worklist database table) on pzInsKey and Assign-WorkBasket (pegadata.pc_assign_workbasket database table) on pzInsKey and Data-Admin-Operator-ID (pegadata.pr_operators database table) on pyUserIdentifier |
TimelinessByCustomerRisk | Report Definition | Displays the number of cases by customer journey subtype and SLA; gets data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) and Assign-Worklist (pegadata.pc_assign_worklist database table) on pzInsKey and Assign-WorkBasket (pegadata.pc_assign_workbasket database table) on pzInsKey and Data-Admin-Operator-ID (pegadata.pr_operators database table) on pyUserIdentifier and PegaFS-Data-Party-MasterProfile (pegadata.pc_work_masterprofile database table) on CustomerID |
DistributionOfActiveCLMCasesByType | Report Definition | Displays the number of resolved cases by customer type, getting data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) |
CLMCasesByStage | Report Definition | Displays the number of cases by the current stage that the case is in; gets data from PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) |
CLMCasesOffTrack | Report Definition | Displays the number of cases by customer type and product; gets data from joining PegaCLMFS-Work (pegadata.obfs_pegaclmfs_work_clm database table) and Index-PegaFS-Data-Product (pegadata.pr_Index_PegaFS_Data_Product database table) on CustomerID |
CLMCasesDefaultProducts | Report Definition | Drill-down report for the number of CLM cases that are off track; displays basic case details with product names |
pyDefaultReport | Report Definition | Drill-down report for CLM abandonment cases by reason and customer type, CLM case by journey type and subtype and customer type, current CLM cases by stage and priority reports; displays basic case details |
CLMCustomerDefault | Report Definition | Drill-down report for customer by type and country of incorporation, customer by type and date of incorporation, customer by type and status, customer by type and subtype, CLM customer by risk and country of incorporation, CLM customer by type and risk reports; displays basic customer details |
CLMCasesDefaultJurisdiction | Report Definition | Drill-down report for CLM case per journey type and subtype and jurisdiction, CLM case creation throughput by customer type and jurisdiction, CLM case resolution throughput by customer type and jurisdiction reports; displays basic case details with jurisdiction |
CLMCustomerDefaultByProduct | Report Definition | Drill-down report for CLM products by customer type and jurisdiction, CLM products per product and customer type reports; displays basic case details with product and jurisdiction details |
CLMCasesDefault | Report Definition | Drill-down report for Active CLM cases per analyst, distribution of active CLM cases by type reports; displays basic case details |
pyReportChange | Report Definition | Drill-down report for Current CLM cases by customer journey and SLA, current CLM cases by customer risk and SLA reports; displays basic case details with SLA goal and deadline times |
OpenMasterProfile | Control | Open Master Profile Control is used in many detailed view reports to display the customerID and customer master profile |
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