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Adding a supporting evidence requirement

Updated on June 30, 2021

In order to make an evidence type available in a KYC type question, you must register it with an instance of the supporting evidence rule (Rule-PegaKYC-SupportingEvidence). These instances contain the evidence types available in the system, and can be referred to from questions in your KYC Types.

For more information, see "Creating a new evidence type" in Supporting evidence. When a question is configured to use a certain supporting evidence rule, users can use (as evidence) the different evidence types registered in that rule. To create a new instance of the supporting evidence rule, do the following steps.
  1. In the navigation pane of Dev Studio,, click RecordsTechnicalKYC Type and select the KYC Type that contains the KYC Item to which you want to add supporting evidence.
  2. Click the Item Definition tab and double-click the KYC Item.
  3. Save the KYC item into your ruleset.
    1. In the Label field, type a short description of the supporting evidence.
    2. In the Context section, select a context.
  4. In the Supporting evidence field, select one of the following types of evidence to require.
    • CustomerDocuments
    • Requirements
    • CustomerDocumentsandRequirements
  5. In the Supporting evidence condition list, select the condition that determines whether the evidence is required, such as always, or depending on a when rule.

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