Adding related parties from third-party data providers
Pega Client Lifecycle Management for Financial Services uses third-party components to enrich customer data. These components include MarkIt, Equifax (including eID Verifier), AVOX, Work-Check, and SWIFT KYC. Out of these components MarkIt and SWIFT KYC provide related party information to enrich the related party data category of an onboarding case. By default, the system maps back the data provided by components in the format that the onboarding case requires.
While the preconfigured logic for enriching the component provided related party data typically covers most regular cases, there might be some situations where the Relationship Manager might need to enrich with more data or enrich from a different component that is not part of the Pega Client Lifecycle Management for Financial Services product. The following rules can be configured to modify both default mapping behavior and add custom mappings.
|Rule name||Rule type||Usage|
|MapRelPartyFromThirdParty_Ext||Data transform||Use the data transform to execute any additional logic while mapping related party data from a third-party component to the onboarding case.|Previous topic Optimizing the construction of related parties network Next topic Customizing the relationship visualizer