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Data Management

Updated on January 18, 2022

Pega Foundation for Financial Services hosts data management utilities for change tracker data (audit) backup, sample and reference data backups (data snapshots) and date shifting of sample accounts and transactions for demo and testing purposes. Utilities are accessible under Configure> Financial Services in Dev Studio.

Change Tracker (Audit): Landing page for audit data backup and restoration. Change tracker records value changes of monitored properties.

Select Configure > Financial Services >Change Tracker Management.

Snapshot Management: utility for data backup and restoration.

Select Configure > Financial Services > Sample Data > Snapshot Management.

Creating a snapshot:

In the Create Snapshot section, enter a name for a new snapshot and then click Create to create a new snapshot of data. With this snapshot, you can restore the data state back to this state.

Restoring a snapshot:

In the Manage Existing Snapshots section of the Snapshot Management tab, select a snapshot name from the drop-down list and then click Restore. All sample data is erased, and the sample database is restored to the way it was at the time of the selected snapshot.

Date Shift: Moving dates of accounts and transactions for demo scenarios.

Select Configure > Financial Services > Sample Data > Date Shift.

The Date Shift tab allows you to select the number of days you want transaction to shift. In the Days to shift box, enter a number, and then click Shift Dates to shift all dates that can be shifted.

You can enter a positive number of days to shift dates forward or a negative number of days to shift dates backward.

The Cascading Date Shift moves the transactions and account dates relative to today’s date. Click Set Date will grab today’s date and moves the dates in the transaction and account dates relative to today’s date for Open accounts. However, open and closed account dates are not changed.

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