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Managing related parties

Updated on February 16, 2021

The Pega Client Lifecycle Management (CLM) application gives financial institutions the ability to capture related party information about a customer, including the underlying beneficial owners and controlling persons. Once the various related parties are identified and input into the application, the system reviews the party type, roles, and ownership data of the related parties to determine the regulatory requirements which need to be fulfilled as part of the customer onboarding process. The topics in this section describe related parties management solution and its configuration.

The following topics describe related parties management solution and its configuration.

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