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Pega Foundation for Financial Services 8.3

Updated on October 14, 2021

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.

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).


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:
  • Data updates required to Relation code category/relation code reference data (tables): - FSF_RELCODES - FSF_PARTYRELATTTYPE
  • Sorting retrieved relation codes alphabetically in descending order: - PARTYRELCODEXREFSUMMARYMAP (data transform) - GETPARTYIDRELCODES (report definition)
  • Fixed Workgroups and Workbaskets for KYC/CLM: - UPFS_GM_EMEA_GE_LKYC (workgroup) - UPFS_GM_EMEA_GE_RELMGMT (workgroup) - BUSSPONSOR_REVIEW (workbasket) - UPFS_GCB_FF (workbasket)
  • Updated class instance: - PEGAFS-DATA-PARTY-MASTERPROFILE

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