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Creating KYC Type properties to store due diligence data

Updated on June 30, 2021

When creating KYC Type properties to store due diligence data, you can create them within a specific data class or in a higher level parent class for reusability. These properties can be defined as a yes or no value, prompt select value, or string of text such as a document reference.

When referenced within a KYC Type rule, the .ResponseProperty property and other data attributes become part of the KYC Type's data structure when the page is instantiated in a case or profile.

  1. In the Application Explorer, right-click the KYC Type category (data class) where the property is to be referenced.
    Important: Commonly used properties should be created in a class that utilizes the Pega Platform class inheritance to promote reusability. For example, a property that captures a value that can be referenced by other KYC Types stored in various classes should be saved to a top-level class (for example, PegaKYC-Data-Type-Policies-Global).
  2. Click Data ModelCreate Properties to bulk create response properties on a single input screen.
  3. Define response properties when creating them one at a time.
    1. In the Label field, enter the name of the property. For ease of maintenance, it is strongly suggested that the label be as descriptive as possible and that a prefix be used to identify and group response properties.For example: CDD_FirstName, UK_BeneficaryPEPVerified
    2. Ensure that the Apply to class ruleset, and version are correctly configured.
    3. In the General tab of the property, set the property type.
    4. In the UI Control field, select a control that will complement the property type.
Result: Important: The system supports a majority of the controls that are shipped with Pega Platform, however to achieve certain complex functionalities Pega Know Your Customer for Financial Services includes a few custom controls that you may use, for example YesNoWithEmpty and KYCDynamicSelect.

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