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Pega Client Lifecycle Management for Financial Services Hotfixes
The following tables list the required hotfixes the Pega Client Lifecycle Management for Financial Services application requires. To request a hotfix, go to my account on My Support Portal. Click New request > For something I need and select Service request > Existing hotfix. Add and verify the hotfix details and click Finish.
Import each type of hotfix in the listed order during the Pega Client Lifecycle Management for Financial Services installation or upgrade:
Apply Pega Platform hotfixes immediately after the Pega Platform installation or upgrade.
Apply Pega Client Lifecycle Management for Financial Services hotfixes just after you complete the application bundle import.
To see hotfix installation details, see the readme that is included in the hotfix.
Pega Client Lifecycle Management for Financial Services 8.6
Required Pega Client Lifecycle Management for Financial Services 8.6 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
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8.6 | HFix-81457 | Below items are addressed as part of this HFix.
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HFix-80746 | This platform hotfix is necessary for the CLM application to be able to generate the customer summary and KYC snapshot PDFs. This hotfix changes the version of PD4ML from 4.0.9 fx5 to 4.0.6, some features from 4.0.9 fx5 will hence not be available as this hotfix is installed. |
Pega Client Lifecycle Management for Financial Services 8.5
Required Pega Client Lifecycle Management for Financial Services 8.5 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
8.5 | HFix-80729 | Unable to add new departments in the existing Org structure. |
HFix-80696 | Resolution of accessibility issues identified in the following application areas:
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8.5.2 | HFix-80281 | Changes addressed as part of this HFix.
Along with these Couple of FV on the RNG design time portal and a few others all over the CLM Onboarding journey were addressed. |
HFix-80323 | This platform hotfix is necessary for the CLM application to be able to generate the customer summary and KYC snapshot PDFs. This hotfix changes the version of PD4ML from 4.0.9 fx5 to 4.0.6, some features from 4.0.9 fx5 will hence not be available as this hotfix is installed. | |
HFix-70097 | KYC -> HFIX-70091, KYC RC-> HFIX-70092 are pre-requisite for this HFix. Changes addressed as part of this Hfix.
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Pega Client Lifecycle Management for Financial Services 8.4
Required Pega Client Lifecycle Management for Financial Services 8.4 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
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8.4 | HFix-80517 | SatisfactionLogicDecoded of Requirement collection is not localized. |
HFix-69749 | Overridden TreeNavigation7 section has issues in implementation layer. | |
HFix-67287 | Missing ‘Convert To Test’ option to create unit test case for Report definition rule type due to override in CLM layer. | |
HFix-65551 | Update to character max length of TaxIDNbr and SSN properties on implementation layer. | |
HFix-65323 | Error is thrown on click of Save button in Confirm dialog. | |
HFix-62081 | Changes are required to address the following issues:
Important: The KYC HotFix-61554 is a pre-requisite for this hotfix. | |
HFix-67814 | In Pega Client Lifecycle Management for FS 8.4, security has been enhanced on a number of rules by the addition of an existing privilege “AllFlows”. |
Pega Client Lifecycle Management for Financial Services 8.3
Required Pega Client Lifecycle Management for Financial Services 8.3 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
8.3 | HFix-66729 | User is able to see the Perform harness actions in the review harness. |
HFix-66371 | Mismatch of date format between what is shown on PDF and application UI. | |
HFix-60252 | AddressType dropdown is not localized in the EnrichDisplayAddress section. | |
HFix-57885 | Changes addressed as part of this Hfix.
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HFix-58254 | Localization support for Client Lifecycle Management for Financial Services application. | |
HFix-67932 | In Pega Client Lifecycle Management for FS 8.3, security has been enhanced on a number of rules by the addition of an existing privilege “AllFlows”. |
Pega Client Lifecycle Management for Financial Services 8.2
Required Pega Client Lifecycle Management for Financial Services 8.2 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
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8.2.1 | HFix-54287 | Changes are required to address the following issues:
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HFix-68104 | In Pega Client Lifecycle Management for FS 8.2, security has been enhanced on a number of rules by the addition of an existing privilege “AllFlows”. | |
8.2 | HFix-64899 | Simple items configured with OnChange data transforms failed to refresh complex sections conditionally. |
HFix-58661 | Refresh issue after opening a case from dashboard. |
Pega Client Lifecycle Management for Financial Services 8.1
Required Pega Client Lifecycle Management for Financial Services 8.1 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
8.1 | HFix-62970 | Display of error icon positioned incorrectly and overlaps with KYCDate control upon validation failures. |
HFix-59961 | Simple items configured with OnChange data transforms failed to refresh complex sections conditionally. | |
HFix-57695 | Case narrative shows incorrect image of the current operator. | |
HFix-52054 | Unable to view the error message in readable format for property validation failures. | |
HFix-50864 | Subtask "In progress" symbol is missing post upgrade. | |
HFix-49985 | This hotfix provides compatibility support with Pega Know Your Customer Regulatory Compliance 18.3 application. | |
HFix-68103 | In Pega Client Lifecycle Management for FS 8.1, security has been enhanced on a number of rules by the addition of an existing privilege “AllFlows”. |
Pega Client Lifecycle Management for Financial Services 7.4
Required Pega Client Lifecycle Management for Financial Services 7.4 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
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8.1 | HFix-48399 | Changes are required to address the following issues:
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7.4 | HFix-47353 | Changes are required to address the following issues:
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HFix-47336 | Changes are required to address the following issues:
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HFix-46849 | Changes are required to address the following issues:
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HFix-46189 | Support for Webstorage and Repository for Document storage and retrieval. | |
HFix-44964 | Changes are required to address the following issue:
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HFix-44898 | Changes are required to address the following issues:
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Pega Client Lifecycle Management for Financial Services 7.31
Required Pega Client Lifecycle Management for Financial Services 7.31 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
7.4 | HFix-43476 | Changes are required to resolve the overlapped radio buttons. |
HFix-42885 | Slowness and poor performance while fetching assignment list during case processing. | |
HFix-42090 | Changes are required to address the following issues:
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HFix-41143 | One of the application in a multi-app environment is facing an issue due to missing property in the organization rule. | |
HFix-40467 | Changes are required to address the following issues:
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HFix-40253 | An error occurs while uploading the supporting documents in KYC subcase. | |
HFix-40225 | Changes are required to address the following issues:
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HFix-39634 | Changes are required to address the following issues:
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HFix-38700 | An error is thrown while uploading the Driving Licence document and clicking on Submit button. | |
7.3.1 | HFix-46188 | Support for Webstorage for Document storage and retrieval. |
HFix-42885 | Slowness and poor performance while fetching assignment list during case processing. | |
HFix-42090 | Changes are required to address the following issues:
| |
HFix-41143 | One of the applications in a multi-app environment is facing an issue due to missing property in the organization rule. | |
HFix-40467 | Changes are required to address the following issues:
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HFix-40253 | An error occurs while uploading the supporting documents in the KYC subcase. | |
HFix-40225 | Changes are required to address the following issues:
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HFix-39634 | Changes are required to address the following issues:
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HFix-38700 | An error is thrown while uploading the Driving Licence document and clicking on Submit button. | |
7.3 | HFix-40253 | An error occurs while uploading the supporting documents in the KYC subcase. |
HFix-39634 | Changes are required to address the following issues:
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Pega Client Lifecycle Management for Financial Services 7.22
Required Pega Platform hotfixes for Pega Client Lifecycle Management for Financial Services 7.22
Pega Platform Version | Hotfix Number | Observed Behavior |
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7.22 | HFix-31288 | Error thrown while Skimming ruleset versions with flow rules using pyContinueAfterWait OOTB flow action. |
HFix-31157 | Images for the operators are not displayed in Internet Explorer (IE). |
Required Pega Client Lifecycle Management for Financial Services 7.22 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
7.3 | HFix-35706 | Several User Interface (UI) issues are observed running on Pega Platform 7.3. |
HFix-31032 | Several minor usability issues were encountered during Pega Platform 7.2.2 certification testing. | |
7.22 | HFix-36968 | Changes are required to allow CLMFS to integrate with Content Management Interoperability Services (CMIS) and Alfresco server. |
HFix-35187 | Compatibility issues are encountered when certifying on KYC Regulatory compliance 17.01. | |
HFix-32869 | Compatibility issues are encountered when certifying on KYC Regulatory compliance 16.04. | |
HFix-31032 | Several minor usability issues were encountered during Pega Platform 7.2.2 certification testing. | |
7.21 | HFix-33337 | When subcases are created and displayed through a Navigation summary, a bad class definition exception is written in certain log files. |
HFix-31492 | Client Lifecycle Management (CLM) Framework Review harness Problem. | |
HFix-31120 | Unable to drag and drop assignments issue. | |
HFix-30551 | Pega Client Lifecycle Management for Financial Services 7.22 post-release enhancements. |
Pega Client Lifecycle Management for Financial Services 7.21
Required Pega Platform hotfixes for Pega Client Lifecycle Management for Financial Services 7.21
Pega Platform Version | Hotfix Number | Observed Behavior |
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7.2 | HFix-26295 | Autocomplete functionality is not functioning on the iPad. |
HFix-26564 | Modal windows in iPad landscape mode are cut off. They do not display the Submit and Cancel buttons. | |
HFix-26711 | Chart Wizard crash. | |
HFix-27002 | Unable to complete the flow in MSSQL instance. |
Required Pega Client Lifecycle Management for Financial Services 7.21 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
7.22 | HFix-36227 | Changes are required to allow CLMFS to integrate with Content Management Interoperability Services (CMIS) and Alfresco server. |
7.21 | HFix-29740 | Unable to Open Assignment via Client Lifecycle Management (CLM) Case Navigation. |
HFix-29894 | Sub cases displaying incorrectly on the Client Lifecycle Management (CLM) navigation screen. | |
HFix-30394 | Subcases are not displayed in Client Lifecycle Management (CLM) Case Navigation. | |
HFix-30693 | Unable to drag and drop assignment from one work basket to other. | |
7.2 | HFix-40886 | Unable to modify KYC answers during re-capturing global data in CLM case. |
HFix-37388 | Case overview screen to show the same case type in multiple stages. | |
HFix-37280 | Default workgroup is empty in the dashboard after viewing the profile. | |
HFix-33316 | Parallel Assignments do not get displayed for the second stage (exceptions in the log). | |
HFix-27218 | Address post-release issues. |