Pegasystems recommends that you extend from the Pega Foundation for Financial Services (PFFS) application and include the optional applications (listed in the Application Overview section earlier) in your application rule based on your envisioned solution.

If you are creating a new application leveraging one of the Pega Financial Services Applications (e.g. Customer Service, CLM, KYC, Smart Dispute and Sales Automation), you can skip this step and create your baseline application by following the steps included in the Implementation Guide of the said Application.

• Running the New Application wizard

• Step 1: Creating the baseline application