Optional: Replacing withdrawn rules
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
Update Guide
| Withdrawn rule | Applies to class | Replacement Rule |
| GetCustomerAccounts | PegaCPMFS-Work, PegaCPMFS-Work-Interaction-Research-Account, PegaCPMFS-Work-Interaction-Research, PegaFS-SCM-Work-Research-Customer | D_RelAccountList, SetAdditionalAccountAndCustomerDetails |
| CopyAccountDetails | PegaFS-SCM-Data-BalanceTransfer | D_RelAccountList |
| CPMDSRetrieve_HouseholdAnd Related Data | PegaCPMFS-Work | RetrieveHouseholdDetails |
| CPMFSHouseholdIDChange | PegaCPMFS-Work-Interaction-Research | RetrieveHouseholdDetails |
| GetAccountPositions | PegaFS-SCM-Work-DistributionRequest | D_InvestmentPositions |
| GetCustomerAndAccountDetails | PegaCPMFS-Work | LoadCustomerandAccountWrapper |
| ListCustomerForAccts | PegaCPMFS-Data-Customer | D_RelAccountList |
| OpenOutboundInteraction | PegaCPMFS-Work | OpenOutboundInteraction |
| RetrieveAccountDetails | PegaCPMFS-Data | D_RelAccountList, SetAdditionalAccountAndCustomerDetails |
| RetrieveHouseholdData | PegaCPMFS-Work | RetrieveHouseholdDetails |
| RetrieveTransactionsList | PegaCPMFS-Work | D_TransactionSummary |
| SearchCustomer | PegaCPMFS-Data-Customer | D_CustomerSummary |
| SaveCustomerInfo | PegaFS-Data-Party | D_RelAccountList |
| SetCustomerDetails | PegaFS-SCM-Work | LoadCustomerDetails |
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