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Pega Foundation for Financial Services Hotfixes
The following tables list the required hotfixes required by the Pega® Foundation for Financial Services application. To request a hotfix, go to your account on My Support Portal. Click New request > For something I need and select Service request > Existing hot fix. Add and verify the hotfix details and click Finish.
Import each type of hotfix in the listed order during the Pega Foundation for Financial Services installation or upgrade:
Apply Pega Platform hotfixes immediately after the Pega Platform installation or upgrade.
Apply Pega Foundation for Financial Services hotfixes just after you complete the application bundle import.
To see hotfix installation details, see the readme that is included in the hotfix.
Pega Foundation for Financial Services 8.6
Required Pega Foundation for Financial Services 8.6 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
8.6.1 | HFix-81590 | This hotfix is delivered to fix:
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8.6 | HFix-80732 | This hotfix contains the following changes.
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HFix-80751 | This hotfix contains the following changes.
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Pega Foundation for Financial Services 8.5
Required Pega Foundation for Financial Services 8.5 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
8.5.3 | HFix-81342 | Hotfix is shipped to fix the irregularities in indices creation whenever work group(s) is(are) added to a node (Div/Unit) in Operating Structure. |
HFix-80729 | This hotfix is shipped to correct the data repletion in blob of Operating Structure. | |
8.5.1 | HFix-69148 | This hotfix contains the schema and rule changes for EDR processing. This is required only for CLM/KYC applications. |
HFix-68460 | This hotfix contains the following changes.
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Pega Foundation for Financial Services 8.4
Required Pega Foundation for Financial Services 8.4 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
8.4.4 | HFix-80612 | Record for Monitor Doc Collection in case history localized. |
HFix-80511 | Localization of Satisfaction Logic display (SatisfactionLogicDecoded property) in requirement set. guide/86/step16-medical-dictionary-regulatory-activities-meddra-code-set. | |
8.4.3 | HFix-67642 | Changes relating to the B20 security update. |
8.4.2 | HFix-65660 | Changes relating to the B20 security update. |
8.4 | HFix-61145 | Class definition setting change to prevent history record of PegaFS-Data-ChangeTracker class from being written to pr_history table. It fixed issue where record id with ‘HISTORY-’ appended to it caused insert failure into pr_history due to value exceeding column limit. Note: ChangeTracker class/table is used for auditing of value changes for properties. |
Pega Foundation for Financial Services 8.3
Required Pega Foundation for Financial Services 8.3 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
8.3.4 | HFix-60643 | Changes relating to the B20 security update. |
8.3 | HFix-67643 | Localization of Satisfaction Logic display (SatisfactionLogicDecoded property) in requirement set. |
HFix-66838 | In Pega Foundation for Financial Services, security (ASI) has been enhanced on several rules by requiring new privileges. The following out-of-the-box roles have been enhanced with the new privileges so the appropriate users can access these enhanced rules. Roles: FSIF: Manager and PegaFSIF: User Privilege: AsyncProcessAccess-Privilege required to check if the asynchronous processing is completed or not. (Example: This is used in CLM application where async process is used in Capture and Enrich stage.) Privilege: DoSaveAccess-Privilege required to invoke action for saving a page (work page). | |
HFix-58197 | Avox is a third-party provider of enrichment data/report for organizations. Pega Foundation for Financial Services application uses Avox REST service (via calls) to retrieve organizational data. Changes to REST service connection rules for Authentication, Record Information for Organization and Subscription for Record Information. Change to formatting of Created Date for service call request to be compatible with international (operator) locales. | |
HFix-56626 | This hotfix is for CLM/KYC application and it includes:
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Pega Foundation for Financial Services 8.2
Required Pega Foundation for Financial Services 8.2 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
8.2.8 | HFix-68067 | Changes relating to the B20 security update. |
8.2.1 | HFix-51879 | This hotfix includes the improvements added post Pega Foundation for Financial Services 8.2 release. It also includes the optional sample data capability. |
HFix-54284 | AVOX provider fix (when rules) and schema changes to FSF_PartyPartyXref table with new properties and report definition update. | |
8.2 | HFix-56094 | Fix for Risk Factor Change Tracking. Recording of property value changes in PFFS Change Tracking table. |
HFix-56076 | This hotfix provides fix for Risk Factor value change tracking as recorded in FSF_Changetracker table. |
Pega Foundation for Financial Services 8.1
Required Pega Platform hotfixes for Foundation for Financial Services 8.1
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
8.1.9 | HFix-67873 | Changes relating to the B20 security update. |
8.1 | HFix-46785 | Fixed data type reversal of 2 columns pyslaaction and pyworklistdate1, in table paf_work. This hotfix must be imported before upgrading to Pega Foundation for Financial Services 8.1. |
Required Pega Foundation for Financial Services 8.1 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
8.1 | ||
HFix-58178 | Fixed select file button for attachment functionality (pyUploadFile rule). | |
HFix-58034 | Fixed navigation summary to display alternative stage step as enabled in the case. | |
HFix-57500 | The getStateList activity that retrieves a list of US states has been fixed to remove recursive call to D_StateList. Note: getStateList/D_StateList is restrictive to only US states and as a result D_StateNameSummary was introduced. It provides international states/province names and codes based on the country code (Ex: US) inputted. Its recommended that customers use D_StateNameSummary. | |
HFix-53143 | Operational Structure: Fixed FSOrgChartShow activity to map Organization Unit, Division and Organization rules to clipboard. | |
HFix-52385 | Requirement case routing fix: Modified ProcessRequirement activity to set the operator assignment to current operator if it is automated case otherwise route to worklist or workbasket. | |
HFix-52070 | Fixed adding new funds while running onboarding case with organization. Changes done in the declare expression to execute D_SubIndustryDataOpen datapage only if the parameter value is not blank. | |
HFix-51763 | SatisfactionLogicDecoded is set with a translation of logical expression for labeling purposes in the UX for requirement case. | |
HFix-51762 | Requirement Validation: Modified the ValidateEachReqDoc activity to validate status property before setting error message on the UI. | |
HFix-51575 | Fix to save the modified documents via Requirements Portal. | |
HFix-51477 | FieldValues (reference data) for UX Localization such as country names and code descriptions. | |
HFix-50596 | Section rule pyDisplayStages withdrawn to enable case stages work with UI kit 12.01. | |
HFix-49595 | Added properties and updated sample data to fix missing NZ account in 'account selection' page. | |
HFix-48980 | Support for "Failed to Install Pre-requisite PFFS 8.1 HFIX-48041". | |
HFix-48041 | This hotfix provides a fix to DownloadContentStream activity to call Webstorage/Repository. |
Pega Foundation for Financial Services 7.4
Required Pega Platform hotfixes for Foundation for Financial Services 7.4
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
7.4 | HFix-67782 | Changes relating to the B20 security update. |
HFix-54875 | The following changes are addressed in the following hotfix:
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HFix-46786 | Fixed data type reversal of 2 columns pyslaaction and pyworklistdate1, in table paf_work. Important: This hotfix must be imported before upgrading to Pega Foundation for Financial Services 7.4. | |
7.3.1 | HFix-46785 | Fixed data type reversal of 2 columns pyslaaction and pyworklistdate1, in table paf_work. Important: This hotfix must be imported before upgrading (Pega Platform 7.3.1 + PFFS 7.32 to Pega Platform 7.4 + PFFS 7.4). This hotfix is not required for fresh installation. |
7.3 | HFix-46486 | Fixed data type reversal of 2 columns pyslaaction and pyworklistdate1, in table paf_work. Important: This hotfix must be imported before upgrading (Pega Platform 7.3 + PFFS 7.31 to Pega Platform 7.4 + PFFS 7.4). This hotfix is not required for fresh installation. |
Required Pega Foundation for Financial Services 7.4 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
8.1 | HFix-47925 | This hotfix is for Pega Product Designer Financial Services. No open ruleset warning/issue - rules have been updated to point updated Pega Platform API to get latest rule set version at run time. |
HFix-47919 | Changes are required to address the following issues:
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7.4 | HFix-58761 | APPAMOUNTWITHCURRENCY input rule was updated to allow input of amount 0.00. Before the change, validation didn't allow amount <= 0. Updated condition is as follows: if amount < 0 then output error message otherwise pass. |
HFix-58232 | The getStateList activity that retrieves a list of US states has been fixed to remove recursive call to D_StateList. getStateList/D_StateList is restrictive to only US states and as a result D_StateNameSummary was introduced. It provides international states/province names and codes based on the country code (Ex: US) inputted. Its recommended that customers use D_StateNameSummary. | |
HFix-56982 | Accounting: Implemented check to ensure that memo inserted into pc_link_attachment table is not over 64 chars long. | |
HFix-56075 | Pega Accounting OverallSLA escalation action fix to increase item’s work urgency (FinUrgencyUpdateAssignments activity). | |
HFix-53519 | Currency formatting was being hardcoded as USD and therefore all transaction values were formatted as USD (rounding). EX: If customer had JPY then it was still formatting as USD. Base currency is now (dynamically) set based on passed parameter that can represent currency of the transaction. If parameter is empty then currency formatting defaults to USD. | |
HFix-50567 | Updated case of property to fix case sensitivity of a property causing incorrect behaveiour. | |
HFix-49590 | Fixed country data modification for CRS and IGA and added addition properties for CRS and IGA. | |
HFix-49144 | The AccountNumber unmasked while printing case details. | |
HFix-48954 | The Test Case screen is not working as expected. | |
HFix-48619 | Empty Assignment key error in WSS portal. | |
HFix-48541 | SearchDocuments activity fixed to explicitly create and delete temp page. | |
HFix-48371 | DSER : Table Indexes and property optimisation. | |
HFix-47174 | Provide LocalPartySubtypes Schema Changes. | |
HFix-46933 | Unable to view Full Notes and Correspondence in History. | |
HFix-46794 | Request to include customer account. | |
HFix-46789 | Request to package new requirement changes. | |
HFix-46344 | Unable to run Date Shift. | |
HFix-45487 | Feedback For WEB Storage in PFFS 07.4. | |
HFix-45376 | Currency changes for Venezuela,Mauritania, Sao Tome and Principe. | |
HFix-45243 | Support for "Too much audit info logged for Accounting Steps". | |
HFix-44791 | Properties to be created and exposed in master profile. | |
HFix-44352 | Fixed conditions to allow Web storage/CMIS file upload. Created extension rule SETCMISDOCMETADATAEXT for custom functions by consuming apps. Fixed creation of new requirement set to When Satisfaction rule generation. Important: This hotfix must be imported after HFix-44191. | |
HFix-44191 | This hotfix provides Hotfix Manager Support for Pega Foundation for Financial Services 7.4 application. | |
HFix-44118 | This hotfix provides fixes of defects for CLM. |
Pega Foundation for Financial Services 7.32
Required Pega Foundation for Financial Services 7.32 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
7.4 | HFix-43732 | Changes are required to address the following issues:
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HFix-40384 | Country names not consistent among the data pages. | |
HFix-40293 | Fixes related to eScreening and additional sample data. | |
HFix-41827 | Fix fetching of data from external search providers in French. | |
HFix-39801 (DL-78224) | When a user tries to add an existing related party, data is not fetched and the fields are blank and editable. | |
7.3.1 | HFix-44353 | Fixed conditions to allow file upload to CMIS/web storage. Created extension rule SETCMISDOCMETADATAEXT for custom functions by consuming apps. |
HFix-41827 | Fix fetching of data from external search providers in French. | |
HFix-39801 (DL-78224) | When a user tries to add an existing related party, data is not fetched and the fields are blank and editable. | |
7.3 | HFix-45489 | This hotfix provides Feedback support for Web Storage. |
HFix-43113 | OOTB agents running RD's on unexposed columns. | |
HFix-42087 | Update sample data to include Croatia and Malta in EU Jurisdiction. | |
HFix-41778 | Set dynamic system setting to false to allow 3rd party web services connections. | |
7.2.2 | HFix-41778 | Set dynamic system setting to false to allow 3rd party web services connections. |
Pega Foundation for Financial Services 7.31
Required Pega Foundation for Financial Services 7.31 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
7.3.1 | HFix-35698 | A user interface (UI) screen display issue effects Customer Search functionality. |
HFix-36556 | Pega Foundation for Financial Services 7.31 requires changes and additions to the Requirements (Document requirements) case type. Additional changes to sample data are included to maintain enhanced country/state information, product type information in product matrix table, and account information in deposit account table. All changes support the latest Pega Client Lifecycle Management for Financial Services and Pega Know Your Customer for Financial Services functionality. Note: This hotfix is applicable for Pega Foundation for Financial Services 7.31 installations or upgrades when you install or upgrade Pega Client Lifecycle Management for Financial Services 7.31 and Pega Know Your Customer for Financial Services 7.31. | |
HFix-37339 | This hotfix is required to address the changes in Requirements Case Type, Data Traceability and Screening error handling. Note: This hotfix is not required if HFix-36556 is already imported. | |
HFix-38959 | As a part of Know Your Customer Regulatory Compliance 17.3 release,18 new KYC types have been added which require new accounts to be included from Pega Foundation for Financial Services. | |
HFix-39363 (DL-77415) | Customers are unable to proceed further after uploading the documents. | |
HFix-39809 | Know Your Customer Regulatory Compliance 17.3 release requires additional sample data for 18 new KYC types. And also modified data transform to map country codes. | |
7.3 | HFix-45488 | This hotfix provides Feedback support for Web Storage. |
HFix-41716 | The "PYPARTYFULLNAME" is setting as null in the "pc_index_workparty" table. | |
HFix-41657 | Fix fetching of data from external search providers in French. | |
HFix-38929 | Reversion to generically applicable legal hierarchy calculation. | |
HFix-36556 | Pega Foundation for Financial Services 7.31 requires changes and additions to the Requirements (Document requirements) case type. Additional changes to sample data are included to maintain enhanced country/state information, product type information in product matrix table, and account information in deposit account table. All changes support the latest Pega Client Lifecycle Management for Financial Services and Pega Know Your Customer for Financial Services functionality. Note: This hotfix is applicable for Pega Foundation for Financial Services 7.31 installations or upgrades when you install or upgrade Pega Client Lifecycle Management for Financial Services 7.31 and Pega Know Your Customer for Financial Services 7.31. | |
HFix-35698 | A user interface (UI) screen display issue effects Customer Search functionality. |
Pega Foundation for Financial Services 7.22
Required Pega Foundation for Financial Services 7.22 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
7.3 | HFix-35605 | WriteOff links are not available for the Accounting Flow. |
7.2.2 | HFix-80631 | Changes relating to the B20 security update. |
HFix-46146 | This hotfix provides solution for 'when' condition to call Sava to Web Storage activity. | |
HFix-45490 | This hotfix provides Feedback support for Web Storage. | |
HFix-45373 | Currency changes for Venezuela,Mauritania, Sao Tome and Principe. | |
HFix-44917 | Issue while downloading attached files. | |
HFix-44252 | Property Field Value validation on MultipleClearingSeqNumber. | |
HFix-44012 | This hotfix resolves the CMIS connectivity error. | |
HFix-39905 | The "RetrievalReferenceNumber" field needs to be added in CCTran table. | |
HFix-37618 | New database column needed in FSIF_SAMPLE_CCTRAN table. | |
HFix-37317 | The FNS Counter not being set. | |
HFix-36968 | Changes are required to allow Pega Foundation for Financial Services to integrate with Content Management Interoperability Services (CMIS) and Documentum server. | |
HFix-36414 | This hotfix is prerequisite for FSIF 7.22 HotFix manager support. | |
HFix-35605 | The WriteOff Links is unvailable for the Accounting Flow. | |
HFix-35434 | The Pega Smart Dispute for Financial Services application needs the latest sample data for Visa Claims Resolution (VCR) Patch3. | |
HFix-31046 | A utility is required to move requirements objects/work cases into mainstream processing. This was needed due to functionality conflicts between Pega Foundation for Financial Services 6.1 Sp2 and Pega Foundation for Financial Services 7.11. | |
HFix-32737 | All mandatory fields do not display under the Pega Know Your Customer Completion section. | |
HFix-33653 | The Customer Relationship Management for Financial Services 7.22.1 release requires this hotfix in order to take advantage of the latest Pega Foundation for Financial Services layer enhancements which includes the following changes:
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Pega Foundation for Financial Services 7.21.1
Required Pega Foundation for Financial Services 7.21.1 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
7.2.2 | HFix-37162 | Changes are required to allow Pega Foundation for Financial Services to integrate with Content Management Interoperability Services (CMIS) and Documentum server. |
7.2.1 | HFix-67875 | Changes relating to the B20 security update. |
HFix-59908 | For Smart Dispute (SD): MerchantCountry column and data was added to tables FSF_REF_MERCHANTCATEGORY and FSF_SAMPLE_AUTHORIZATION. | |
HFix-49143 | AccountNumber unmasked while printing case details 7.22. | |
HFix-45491 | Feedback for Web Storage. | |
HFix-45375 | Currency changes for Venezuela,Mauritania, Sao Tome and Principe. | |
HFix-44242 | Property Field Value validation on MultipleClearingSeqNumber II. | |
HFix-44856 | Update the transaction type column in cctran. | |
HFix-43736 | Transaction Description of length more than 36 causing error. | |
HFix-42281 | Currency Code is not appearing properly. | |
HFix-40228 | The "RetrievalReferenceNumber" field needs to be added in CCTran table. | |
HFix-38586 | Scoring Definition-DuplicateScore rules changes. | |
HFix-37400 | This hotfix is prerequisite hotfix for FSIF 7.21 to provide ML1 HotFix manager support. | |
HFix-37162 | Unable to use CMIS integration with Documentum. | |
HFix-33432 | Updates to Data-Admin-Product-Framework class instances that support the Hotfix Manager feature. | |
HFix-30270 | Changes are required to address the following issues:
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HFix-29871 | Cascading error message in Manage communication preferences fixed with this base PRPC hotfix. |
Pega Foundation for Financial Services 7.21
Required Pega Foundation for Financial Services 7.21 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
7.2.1 | HFix-56076 | Pega Accounting OverallSLA escalation action fix to increase item’s work urgency (FinUrgencyUpdateAssignments activity). |
HFix-37617 | New DB Column needed in FSIF_SAMPLE_CCTRAN table. | |
HFix-36756 | Fin Verification Flow Action Pre-processing Error. | |
HFix-36694 | The FNS Counter is not being set. | |
7.1.9 | HFix-44631 | The performance issue with OOB activity “FinWriteEntry". |
Pega Foundation for Financial Services 7.17
Required Pega Foundation for Financial Services 7.17 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
7.2.2 | HFix-36645 | Changes are required to allow Pega Foundation for Financial Services to integrate with Content Management Interoperability Services (CMIS) and Documentum server. |
7.2.1 | HFix-39886 | The assignment info is not updated when case is in Screenflow. |
HFix-26625 | Changes for Pega Onboarding for Financial Services, Data Page, Sample Data. | |
HFix-27071 | Changes for Pega Onboarding for Financial Services, Data Page, Sample Data. | |
HFix-27491 | Prospect search is not working. | |
HFix-27329 | Cannot Attach Requirement Document for Multiple Parties. | |
HFix-28533 | Addition of the WalletProviderID to the data model. | |
HFix-27970 | Error is throwing upon clicking service customer link. | |
HFix-28010 | Markit flow functionality is not working properly. | |
HFix-28016 | FNSCounter property value alignment. | |
HFix-28736 | Enhancement of sample data to the Smart Disputes support of MasterCard International Organization for Standardization (ISO) Bank Identification Numbers (BINs) beginning with a "2". | |
HFix-33432 | Updates to Data-Admin-Product-Framework class instances that support the Hotfix Manager feature. | |
7.2 | HFix-39457 | Remove RuleSet restriction for Class PegaFS-Work-CustomerSearch. |
HFix-37866 | Case overview screen to show same casetype in multiple stages. | |
HFix-26625 | Changes for Pega Onboarding for Financial Services, Data Page, Sample Data. | |
HFix-27071 | Changes for Pega Onboarding for Financial Services, Data Page, Sample Data. | |
HFix-27491 | Prospect search is not working. | |
HFix-27329 | Cannot Attach Requirement Document for Multiple Parties. | |
HFix-28533 | Addition of the WalletProviderID to the data model. | |
HFix-28016 | FNSCounter property value alignment. | |
HFix-28736 | Enhancement of sample data to the Smart Disputes support of MasterCard International Organization for Standardization (ISO) Bank Identification Numbers (BINs) beginning with a "2". | |
7.1.9 | HFix-36644 | This hotfix is the prerequisite for FSIF 7.17 HotFix Manager Support. |
HFix-28533 | Addition of the WalletProviderID to the data model. | |
HFix-28736 | Enhancement of sample data to the Smart Disputes support of MasterCard International Organization for Standardization (ISO) Bank Identification Numbers (BINs) beginning with a "2". |
Pega Foundation for Financial Services 7.16
Required Pega Foundation for Financial Services 7.16 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
7.21 | HFix-37616 | New DB Column needed in FSIF_SAMPLE_CCTRAN table. |
7.2 | HFix-25620 | System is getting hanged upon clicking Manage Documents. |
HFix-28736 | Enhancement of sample data to the Smart Disputes support of MasterCard International Organization for Standardization (ISO) Bank Identification Numbers (BINs) beginning with a "2". | |
HFix-33432 | Updates to Data-Admin-Product-Framework class instances that support the Hotfix Manager feature. | |
7.1.9 | HFix-24134 | Required additional fields in Acct and Tran table for ACH. |
HFix-24768 | Issue in accounting rules and FSPortal. | |
HFix-28736 | Enhancement of sample data to the Smart Disputes support of MasterCard International Organization for Standardization (ISO) Bank Identification Numbers (BINs) beginning with a "2". | |
7.1.7 | HFix-28533 | Addition of the WalletProviderID to the data model. |
HFix-28736 | Enhancement of sample data to the Smart Disputes support of MasterCard International Organization for Standardization (ISO) Bank Identification Numbers (BINs) beginning with a "2". |
Pega Foundation for Financial Services 7.15
Required Pega Foundation for Financial Services 7.15 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
7.1.7 | HFix-28533 | Addition of the WalletProviderID to the data model. |
HFix-28736 | Enhancement of sample data to the Smart Disputes support of MasterCard International Organization for Standardization (ISO) Bank Identification Numbers (BINs) beginning with a "2". | |
7.1 | HFix-37612 | New database column needed in FSIF_SAMPLE_CCTRAN table. |
Pega Foundation for Financial Services 7.14
Required Pega Foundation for Financial Services 7.14 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
7.1.6 | HFix-28533 | Addition of the WalletProviderID to the data model. |
HFix-28736 | Enhancement of sample data to the Smart Disputes support of MasterCard International Organization for Standardization (ISO) Bank Identification Numbers (BINs) beginning with a "2". | |
7.1 | HFix-37609 | New database column needed in FSIF_SAMPLE_CCTRAN table. |