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Pega Foundation for Financial Services database changes

Updated on September 10, 2021

Pega Foundation for Financial Services 8.4

To view the list of the deprecated and withdrawn rules, and relevant records in 8.4, see the Excel file attached at the bottom of this article.

Pega Foundation for Financial Services 8.3

The following are new database tables and data properties associated with Pega Foundation for Financial Services 8.3.

Column nameData type

Related party attributes

The following new columns are now available in the fsf_partyrelatttype table:

pra_relattriballowedmultivaluecharacter varying

Reference: Merchant Category Codes (new table)

The fsf_ref_merchantcategorycodes table is now available with the following columns::

mcc_codecharacter varying
mcc_descriptioncharacter varying

Authorized Merchant Category Codes for accounts

The following new columns are now available in the fsf_sample_authorization table:

a_merchantcategorycodecharacter varying
a_merchantcategorycodedescriptioncharacter varying

Organization (Customer) properties

The following new columns are now available in the fsf_sample_cust table:

c_incorporationdatetimestamp without time zone
c_legalformcharacter varying

Special circumstance for specific account holder

The following new columns are now available in the fsf_sample_custacctxref table:

ca_specialcircumstancescharacter varying

Minimum due amount for loans

The following new columns are now available in the fsf_sample_loanacct table:

columndata type
la_minimumduenumeric

Pega Foundation for Financial Services 8.2

The following are new database tables and data properties associated with Pega Foundation for Financial Services 8.2.

Column name

Data type

Credit Cards Accounts Table

The following new columns are now available in the fsf_sample_ccacct table:

cca_autopymntstartdate

timestamp without time zone

cca_paymentfrequencycharacter varying

Collateral Evaluation Table (New Table)

The fsf_sample_collateralevaluation table is now available with the following columns:

ce_collid

character varying

ce_evalby

character varying

ce_evaldate

timestamp without time zone

ce_evalid

character varying

ce_evalmethod

character varying

ce_evalsource

character varying

ce_evalsourcedate

timestamp without time zone

ce_evalvalue

character varying

cs_specialcircumstance

character varying

Illiquid Assets Table

The following new columns are now available in the fsf_sample_illiquidasset table:

ia_amenitiescharacter varying
ia_assetaddressstatecharacter varying
ia_bodycharacter varying
ia_buildingtypecharacter varying
ia_buildoncharacter varying
ia_builtoncharacter varying
ia_collateraltypecharacter varying
ia_conditioncharacter varying
ia_constructionfeaturescharacter varying
ia_coolingcharacter varying
ia_drivetypecharacter varying
ia_energycharacter varying
ia_enginecharacter varying
ia_evaluationdatetimestamp without time zone
ia_exteriorcolorcharacter varying
ia_familyroomcharacter varying
ia_floolingcharacter varying
ia_flooringcharacter varying
ia_foundationcharacter varying
ia_heatingcharacter varying
ia_insurancecompanycharacter varying
ia_insurancesecuritytypecharacter varying
ia_interiorcolorcharacter varying
ia_interiorfeaturescharacter varying
ia_isinsuredcharacter varying
ia_lastpremiumamtpaidnumeric
ia_lastpremiumamtpaiddatetimestamp without time zone
ia_laundrycharacter varying
ia_lienstatuscharacter varying
ia_listingclasscharacter varying
ia_listingtypecharacter varying
ia_livingsqftcharacter varying
ia_lotsizenumeric
ia_mileagenumeric
ia_numberofbathroomsnumeric
ia_numberofbedroomsnumeric
ia_onboardeddatetimestamp without time zone
ia_parkingcharacter varying
ia_pricepersqftnumeric
ia_registrationnumbercharacter varying
ia_rooftypecharacter varying
ia_secondaryholdernamecharacter varying
ia_sewercharacter varying
ia_statuscharacter varying
ia_utilitiescharacter varying
ia_vehiclemakecharacter varying
ia_vehiclemodelcharacter varying
ia_vehiclemodelyearnumeric
ia_vinnumbercharacter varying
ia_watercharacter varying
ia_yardcharacter varying
ia_yearbuiltnumeric

Loan Accounts Table

The following new columns are now available in the fsf_sample_loanacct table:

la_autopymntstartdatetimestamp without time zone
la_billingcyclecharacter varying
la_paymentfrequencycharacter varying

Travel Info Table

The following new columns are now available in the fsf_sample_travelinfo table:

ti_updtravelidcharacter varying

Pega Foundation for Financial Services 8.1

The following are new database tables and data properties associated with Pega Foundation for Financial Services 8.1.

Column name

Data type

Country

The following new columns are now available in the fsf_ref_country table:

cty_country_numeric_code_3

character varying

Illiquid Assets

The following new columns are now available in the fsf_sample_illiquidasset table:

ia_addresskey

character varying

ia_addressline1

character varying

ia_addressline2

character varying

ia_addressline3

character varying

ia_addressline4

character varying

ia_city

character varying

ia_country

character varying

ia_currvaldate

timestamp without time zone

ia_rank

character varying

ia_released

character varying

ia_type

character varying

ia_vloclimitnumeric
ia_zipcodecharacter varying

Master profile

The following new columns are now available in the pc_work_masterprofile table:

dateofbirthcharacter varying
is_pepcharacter varying
legalentityidentifiercharacter varying
ssncharacter varying

Currency (new table)

Thefsf_ref_currencytable with the following columns is now available:

cy_country_codecharacter varying
cy_currency_codecharacter varying
cy_currency_namecharacter varying
cy_currency_numeric_codecharacter varying
cy_isavailablecharacter varying
cy_iscryptocharacter varying
cy_isprimarycharacter varying

Collateral assets (new table)

Thefsf_sample_loancollassetxreftable with the following columns is now available:

lca_acctnbrnumeric
lca_colldescriptioncharacter varying
lca_collidcharacter varying
lca_colltypecharacter varying

Pega Foundation for Financial Services 7.31

The following are new database tables and data properties associated with Pega Foundation for Financial Services 7.31.

Column name

Data type

Checking/Savings accounts

The following new columns are now available in the fsf_sample_acct table:

a_substat

numeric

a_substatus

character varying

Accounts to investments cross-references

The following new columns are now available in the fsf_sample_acct table:

ai_acctnbr

numeric

ai_appl

numeric

ai_features

character varying

ai_gainorlossamount

numeric

ai_gainorlosspercent

numeric

ai_intendedactivitylevel

character varying

ai_investmentobjective

character varying

ai_lastcontributecurrency

numeric

ai_lastcontributiondate

timestamp without time zone

ai_lastdistributioncurrency

numeric

ai_lastdistributiondate

timestamp without time zone

Checking/savings account statements

Thefsf_sample_acctstmt table with the following columns is now available:

as_beginningbalance

numeric

as_endbalance

numeric

as_enddate

timestamp without time zone

as_frequency

character varying

as_startdate

timestamp without time zone

Bank information

The following new columns are now available in the fsf_sample_bank table:

b_country

character varying

b_infodisplay

character varying

b_label

character varying

b_routingnumber

numeric

Beneficiary information

The following new columns are now available in the fsf_sample_beneficiary table:

b_tier

character varying

Credit card accounts

The following new columns are now available in the fsf_sample_ccacct table:

cca_acctdesc

character varying

cca_substat

numeric

cca_substatus

character varying

Credit card account statements (new table)

Thefsf_sample_ccacctstmttable with the following columns is now available:

ccas_acctnbr

numeric

ccas_beginningbalance

numeric

ccas_endbalance

numeric

ccas_enddate

timestamp without time zone

ccas_frequency

character varying

ccas_startdate

timestamp without time zone

Capital markets accounts

The following new columns are now available in the fsf_sample_cmacct table:

cma_acctpurpose

character varying

cma_substat

numeric

cma_substatus

character varying

cma_todayschange

numeric

cma_todayschangepercent

numeric

cma_totalavailablecash

numeric

cma_totalavailabletoinvest

numeric

Capital markets account statements

Thefsf_sample_cmacctstmt table with the following columns is now available:

cmas_acctnbr

numeric

cmas_beginningbalance

numeric

cmas_endbalance

numeric

cmas_enddate

timestamp without time zone

cmas_frequency

character varying

cmas_startdate

timestamp without time zone

Capital markets positions

The following new columns are now available in the fsf_sample_cmposition table:

cmp_accruedinterest

numeric

cmp_apy

numeric

cmp_apypercent

numeric

cmp_couponrate

numeric

cmp_ytdinterestpaid

numeric

cmp_ytdinterestwithdrawn

numeric

Country information

The following new columns are now available in the fsf_sample_country table:

cty_base_aml_index_score

character varying

cty_intl_transaparency_listed

character varying

cty_is_dcc_listed

character varying

cty_is_fatf_listed

character varying

cty_tax_secrecy_listed

character varying

Customer information

The following new columns are now available in the fsf_sample_cust table:

c_customersubstatus

character varying

c_substat

Numeric

Customer to accounts cross-references

The following new columns are now available in the fsf_sample_custacctxref table:

ca_financialinstitution

character varying

ca_source

character varying

Customer to documents cross-references

Thefsf_sample_custdocxref table with the following columns is now available:

cd_cifnbr

character varying

cd_docexpirydate

timestamp without time zone

cd_docname

character varying

cd_doctype

character varying

cd_issuedcountry

character varying

cd_issuedstate

character varying

Customer net worth statements

Thefsf_sample_custnetworthstmt table with the following columns is now available:

cns_balance

Numeric

cns_cifnbr

character varying

cns_enddate

timestamp without time zone

cns_frequency

character varying

cns_networthtype

character varying

Customer wealth investments

The fsf_sample_custwealthinvstmts table with the following columns is now available:

cwi_cifnbr

character varying

cwi_companyname

character varying

cwi_exchangeaffiliation

character varying

cwi_goals

character varying

cwi_investmentexperience

character varying

cwi_investmentstyle

character varying

cwi_position

character varying

cwi_risktolerance

character varying

cwi_shareholder

character varying

cwi_tradingstyle

character varying

cwi_wealthcategory

character varying

cwi_wealthtier

character varying

cwi_yearsofexperiencein

character varying

Household Information

The following new columns are now available in thefsf_sample_householdtable:

h_todaystotalchange

Numeric

Illiquid asset

The following new columns are now available in the fsf_sample_illiquidasset table:

ia_financialinstitution

character varying

Liability

The following new columns are now available in the fsf_sample_liability table:

l_source

character varying

Liquid asset

The following new columns are now available in the fsf_sample_liquidasset table:

la_source

character varying

Loan account statements

Thefsf_sample_loanacctstmt table with the following columns is now available:

las_acctnbr

numeric

las_beginningbalance

numeric

las_endbalance

numeric

las_enddate

timestamp without time zone

las_frequency

character varying

las_startdate

timestamp without time zone

Security

The following new columns are now available in the fsf_sample_security table:

s_account

character varying

s_region

character varying

s_source

character varying

s_tenure

character varying

Sub industry

The following new columns are now available in the fsf_sample_subindustry table:

si_risk

character varying

Master profile

The following new columns are now available in the pc_work_masterprofile table:

cddprofile_aml

character varying

countryofresidence

character varying

incorporationdate

character varying

Data change tracker

The following new columns are now available in the fsf_changetracker table:

commitcomment

character varying

committimestamp

timestamp without time zone

customproperty3

character varying

Product matrix inclusion cross-reference

The following new columns are now available in the fsf_pminclusionxref table:

pi_id

numeric

Related articles

Attachment: Pega Foundation for Financial Services 8.4 withdrawn, deprecated rules and relevant records

Tags

Pega Foundation for Financial Services 7.31 - 8.4 System Architect Lead System Architect Business Architect Experience Designer Pega Delivery Leader System/Cloud Ops Administrator Financial Services

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