Upgrading from a previous version to 8.5
The data model and the case structure constructs with the managed related parties are significantly altered and updated to support the advanced use cases. To ensure a smooth transition for the inflight cases, Pega Client Lifecycle Management for Financial Servicesprovides a solution with an advanced upgrade mechanism that is strategically placed at various points in the lifecycle of the onboarding and due diligence cases. The mechanism ensures that due diligence case structure is retained while the old data model is seamlessly converted to the new one, so that the inflight cases can make use of all the new features that Pega Client Lifecycle Management for Financial Services provides with the product.
The system encapsulates the logic in the PegaCLMFS-Work.UpgradeData rule and invokes from platform APIs PegaCLMFS-Work.pyUpgradeOnOpen and PegaCLMFS-Work.pyUpgradeOnPerform. The APIs ensure that the system performs an upgrade when any assignment is opened or submitted. In addition, the upgrade module is executed at the following points:
- Related party cases are resolved and the data such as risk id propagated back up to the contracting party global due diligence cases.
- Surgical policy update is applied to the inflight cases.
- Cases are queued for asynchronous processing.
If required, this module can be invoked from any additional invocation points that your implementation may need. The module is also designed with a few extension points that can be specialized to cater to the module's behavior to meet your business needs. If you need to make changes to these extension points, review the following rules.
|Rule name||Rule type||Usage|
|PegaCLMFS-Work. UpgradeDataRelatedPartiesTo85_Ext||Data transform||Allows you to execute any additional logic as the related parties are upgraded to follow the new related party data model.|
|PegaCLMFS-Work. UpgradeDataFundUnderlyingPrincipalTo85_Ext||Data transform||Allows you to execute any additional logic as the underlying principle of the fund is upgraded to follow the new related party data model.|
|PegaCLMFS-Work. UpgradeDataFundWorkPartyTo85_Ext||Data transform||Allows you to execute any additional logic as the fund work party is upgraded to follow the new related party data model.|
|PegaCLMFS-Work. UpgradeDataFundsTo85_Ext||Data transform||Allows you to execute any additional logic as the funds are upgraded to follow the new related party data model.|
|PegaCLMFS-Work. UpgradeDataTo85_Ext||Data transform||This is a generic data transform that allows you to configure any additional upgrade logic that you may want to execute at the listed invocation points.|Previous topic Managing related parties programmatically Next topic Requirements and document collection