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Organizational structure

Updated on April 20, 2021

Pega Foundation for Financial Services has a predefined organization, division, and organizational unit for example purposes. During implementation the actual operational structure of the Financial Institution that is using Pega would be defined.

Pega Foundation for Financial Services

Select the Configure> Org & Security > Organization > Organizational Chart landing page option in Dev Studio to display the organizational structure.

To support more complex Business Relationships, especially in the Commercial and Investment Banking space, the standard Pega Organization and Security functionality has been extended in the foundation. This allows for the ability to create and name additional levels in the operational hierarchy between the required levels of Financial Institution, Business Line and Booking Location.

Select the Designer Studio > Financial Services > Operational Structure landing page option to display the organizational structure. A reference Financial Services Institution called UPlus Financial Services is shipped with PFFS to demonstrate the Operational Structure functionality. This ships with the necessary core Workbaskets for routing work.

Click Taxonomy for an additional view of the UPlus Financial Services operational structure.

Click on the New button on the top right of the screen to create a new operational structure for the organization. Specify the Organization details such as name, default calendar, and currency as well as the Access Group information. Click Submit to create the new organization.

The new Financial Institution is created with an operational structure containing three organizational levels by default as shown below:

Additional operational levels can be added to the structure by clicking the Add level button.

You can create a default workgroup and workbasket for each of the additional business levels by using the Add user profile link.

There is typically one Financial Institution defined per installation. Once this is defined, you can populate nodes in the operational hierarchy by clicking Add link and entering details for each of the levels.

For information on defining security model and organizational structure, see LINK

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