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Chart of Accounts lookup – how it works

Updated on January 18, 2022

The lookup is executed in the FinChartOfAcctsLookup activity in the Embed-Rule- PegaAcct- Financial-Txn class.

The activity first uses the FinWorkPoolClasses map value rule using the class of the work object and an input value of InternalAccount to return the name of the class holding internal accounts (by default, the class is PegaAcct-Party-InternalAccount). The following screen shot shows the FinWorkPoolClasses map value rule.

This map value rule finds the correct classes to use for a work pool.

The activity then uses the Property-Map-ValuePair method rule to find the actual key for the InternalAccount. To do this, it uses the FinChartOfAccts map value rule using the class of the work object and input values of the symbolic (from the property AccountFromValue specified in the step rule) and the value of the work object property .InternalBank, to look up accounts based on BankNumber.

You can set the .InternalBank property using standard methods such as Property- Set, Data Transform, or Rule-Declare-Expressions, to the BankNumber associated with the case’s account.

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