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Upgrading the application

Updated on June 28, 2021

To update the Pega Know Your Customer Regulatory Compliance for Financial Services application import the application file, and then complete additional procedures in this guide.

Importing the application

The system data and rulesets for Pega Know Your Customer Regulatory Compliance for Financial Services are loaded during this task.

  1. Log in to Pega Platform (https://<hostname>:<port>/prweb) by entering the administrator ID, for example, [email protected] and the password that you used during Pega Platform installation.
  2. In the header of Dev Studio, click ConfigureApplicationDistributionImport.
    The system starts the wizard that will guide you through the import process.
  3. In the first step (Import File), select the Rules/PegaKYCRegCompPre.jar file from your distribution media, click Next, and follow the wizard's instructions.
  4. Depending on your environment, the system might determine during the import that database schema changes are required. For schema changes, depending on your site's configuration and your internal policies, either select Automatic to let the wizard make the changes on your behalf, or select Manual to generate the SQL to be executed by your DBA.
    If you select Manual, see Viewing and applying schema changes.
  5. When the import is complete, click Done.
  6. Repeat the previous steps for the following files in the order below:
    • Rules/PegaKYCRegComp.jar
    • Rules/PegaKYCRegCompPost.jar
  7. Apply the required hotfixes by using Hotfix Manager. For more information about applying hotfixes, see Applying the latest on-premises patch.

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