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Optional: Importing sample data

Updated on January 18, 2022

Pega Foundation for Financial Services includes some sample customer data that you can use to explore the application’s functionality.

Pega Foundation for Financial Services Installation Guide
  1. In the header of Dev Studio, click ConfigureApplicationDistributionImport and perform the following actions:
    1. Depending on your web browser, click Browse or Choose File, select the \SampleData\PegaFFS_SampleSchema.jar from your distribution image, and then click Next.
    2. Ensure that you import all components by leaving the Enable advanced mode to provide granular control over the import process check box cleared, and then click Next.
      Result: The wizard identifies differences between the database schema of your current system and the schema of Pega Foundation for Financial Services 8.7.
    3. If the file that you are importing requires changes to the database schema, select Automatic or Manual, and then click Next.
      If you select Manual, see Viewing and applying schema changes.
    4. Follow the instructions on the screen, and when the import is completed, click Done.
  2. Repeat step 1 for the following files:
    • \SampleData\PegaFFS_SampleDataInstances.jar
    • \SampleData\PegaFFS_SnapSchema.jar
    • \SampleData\PegaFFS_SnapDataInstances.jar
  3. Optional: Rulesets for IHS MarkIt and Equifax InterConnect have been removed from application ruleset stack in 8.3 release and rulesets for Refinitiv AVOX Legal Entity and eIdentification have been removed from application ruleset stack in 8.4 release. They have been compiled into components. If you used IHS MarkIt, Equifax InterConnect, eIdentification and/or Refinitiv AVOX Legal Entity in prior releases, please click on Manage components button in the application rule and check Enabled box next to the desired component.
    Important: IHSMarkIt and Equifax InterConnect components have been bundled into 8.3, 8.4, 8.5, 8.6, and 8.7 releases only. Refinitiv AVOX Legal Entity and eIdentification components have been bundled into 8.4, 8.6, and 8.7 releases only. To ensure that latest version components are available, customer will be downloading them from Pega Exchange/Pega Marketplace in the future releases.

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