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Step 5: Defining common codes management requirements

Updated on January 18, 2022

Pega Foundation for Financial Services provides a comprehensive code set management solution for you to maintain your enterprise repository of standard code sets in Pega. Although not required, managing your code sets in Pega has the advantage of leveraging Pega rules and business processes for efficient use of your licensed code sets across your applications. If you choose not to maintain code sets in Pega Foundation for Financial Services, skip this step.

You must make an inventory of all reference data that you chose to maintain in the Common Codes solution in Pega Foundation for Financial Services. You can also extend the capabilities in the Common Codes solution to manage custom code sets not listed below.

  • fsf_partyrelattrib
  • fsf_partyrelattribxref
  • fsf_partyrelatttype
  • fsf_partyrelcodexref
  • fsf_partytype
  • fsf_ref_acctprodtypedesc
  • fsf_ref_accttypedesc
  • fsf_ref_altid
  • fsf_ref_altname
  • fsf_ref_businesscode
  • fsf_ref_businessgoals
  • fsf_ref_counterptyclass
  • fsf_ref_counterptytype
  • fsf_ref_country
  • fsf_ref_cp_buscodesxref
  • fsf_ref_cp_relcodexref
  • fsf_ref_cpclasstypexref
  • fsf_ref_cptype_reltypexref
  • fsf_ref_currency
  • fsf_ref_currencyexchangerate
  • fsf_ref_custpotvalue
  • fsf_ref_custsegment
  • fsf_ref_doccatfamilyxref
  • fsf_ref_exchange
  • fsf_ref_industry
  • fsf_ref_industrygroup
  • fsf_ref_lu_marketsegment
  • fsf_ref_merchantcategorycodes
  • fsf_ref_party_mktsegxref
  • fsf_ref_partylocalsubtype
  • fsf_ref_partysubtype
  • fsf_ref_partysubtypexref
  • fsf_ref_provincestate
  • fsf_ref_regulator
  • fsf_ref_sector
  • fsf_ref_subindustry
  • fsf_relcodes
Note: The above reference data comes pre-loaded with data. You are required to update or remove and upload your own reference data using the upload capabilities provided in the solution.

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