Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Optional: Replacing withdrawn rules

Updated on March 16, 2022

If you're upgrading from version 7.4 or lower and if any of the following rules are extended in your implementation layer, you must replace these rules.

Pega CRM for Financial Services 8.6 Feature Adoption for Pega Cloud
Withdrawn ruleApplies to classReplacement Rule
GetCustomerAccountsPegaCPMFS-Work, PegaCPMFS-Work-Interaction-Research-Account, PegaCPMFS-Work-Interaction-Research, PegaFS-SCM-Work-Research-CustomerD_RelAccountList, SetAdditionalAccountAndCustomerDetails
CopyAccountDetailsPegaFS-SCM-Data-BalanceTransferD_RelAccountList
CPMDSRetrieve_HouseholdAnd Related DataPegaCPMFS-WorkRetrieveHouseholdDetails
CPMFSHouseholdIDChangePegaCPMFS-Work-Interaction-ResearchRetrieveHouseholdDetails
GetAccountPositionsPegaFS-SCM-Work-DistributionRequestD_InvestmentPositions
GetCustomerAndAccountDetailsPegaCPMFS-WorkLoadCustomerandAccountWrapper
ListCustomerForAcctsPegaCPMFS-Data-CustomerD_RelAccountList
OpenOutboundInteractionPegaCPMFS-WorkOpenOutboundInteraction
RetrieveAccountDetails PegaCPMFS-DataD_RelAccountList, SetAdditionalAccountAndCustomerDetails
RetrieveHouseholdDataPegaCPMFS-WorkRetrieveHouseholdDetails
RetrieveTransactionsListPegaCPMFS-WorkD_TransactionSummary
SearchCustomerPegaCPMFS-Data-CustomerD_CustomerSummary
SaveCustomerInfoPegaFS-Data-PartyD_RelAccountList
SetCustomerDetailsPegaFS-SCM-WorkLoadCustomerDetails
  • Previous topic Optimizing Customer Service for Financial Services properties
  • Next topic Manually updating the ExternalCustomer operator access group

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us