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Defining the chart of accounts

Updated on March 21, 2023

Use the chart of accounts to specify general-ledger accounts that are associated with internal accounts within the product. You can set up a chart of accounts that refers to the internal accounts of your organization. General-ledger accounts are added in the Setting up account types task.

Pega Smart Dispute for Issuers Implementation Guide
The Account column lists the codes referenced in the Rule-PegaAcct-Financial-Payable, Rule- PegaAcct-Financial-Receivable, and Rule-PegaAcct-Financial-Adjustmentstep rules. Do not change these values unless you have overridden all step rules that refer to them.
  1. In the Dev Studio header search text field, enter FinChartofAccts and select the PegaCard- Sd-Dispute class map value rule from the results.
  2. Click Save As.
  3. In the Apply to field, select the appropriate implementation class for your application.
  4. In the Add to ruleset list, select the ruleset for your application.
  5. Click Create and open.
  6. Configure the accounts in the chart.
    Note: The Bank Number column shows the keys of internal accounts if you are running in a multi-bank environment. You can have multiple banks with multiple accounts.
  7. Click Save.

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