Appendix E: Compensation step rules and payment types

Updated on March 4, 2022

This appendix lists the compensation step rules, payment types and documents configured in Smart Investigate for Payments.

To find compensation steps in the system:

From theDev Studio, select App, enter the class PegaSI-Compensation, click Technical, then Financial Adjustment Rule to see the list of all compensation steps.
Double click on any rule to open the step rule form. For example, several tabs on information are available for this back-value rule.
The Transactions tab shows the individual debit and credit entries, as well as payment types, default amount and date values, and documents generated.

Transaction number	Name	Debit/Credit	Payment type	Documents
Step (Adjustment Type): Inbound Back Value
TXN1	COMP	CR	COMPDWASHCCMPP202	DWASHCCMPP202
	USE	DR	COMPDUSECWASH202	DUSECWASH202
	RSV		COMPDRSVCWASH202	DRSVCWASH202
	FEE		COMPDFEECWASH202	DFEECWASH202
TXN2	COMP	CR	COMPDWASHCCMPP202f	DWASHCCMPP202 BVFormDWASHCDBT202 BVFormDWASHCDBT202 newval
	USE	DR	COMPDUSECWASH202	DUSECWASH202
	RSV		COMPDRSVCWASH202	DRSVCWASH202
	FEE		COMPDFEECWASH202	DFEECWASH202
TXN3	COMP	CR	COMPDWASHCCMPP202	DWASHCCMPP202
	DCUS	DR	COMPDDCUSCWASH202	DDCUSCWASH202
TXN4	COMP	CR	COMPDWASHCCMPP202f	DWASHCCMPP202 BVFormDWASHCDBT202 BVFormDWASHCDBT202 newval
	USE	DR	COMPDUSECWASH202	DUSECWASH202
	DCUS		COMPDDCUSCWASH202	DDCUSCWASH202
Step(AdjustmentType): Inbound Back Value
TXN1	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	USE	CR	COMPDWASHCCMPP202	DWASHCCMPP202
	RSV		COMPDUSECWASH202	DUSECWASH202
	FEE		COMPDRSVCWASH202	DRSVCWASH202
	SHORT	DR	COMPDFEECWASH202	DFEECWASH202
TXN2	COMP	DR	COMPDWASHCCMPP202f	DWASHCCMPP202 BVFormDWASHCDBT202 BVFormDWASHCDBT202 newval
	USE	CR	COMPDUSECWASH202	DUSECWASH202
	RSV		COMPDRSVCWASH202	DRSVCWASH202
	FEE		COMPDFEECWASH202	DFEECWASH202
TXN3	COMP	DR	COMPDWASHCCMPP202	DWASHCCMPP202
	USE	CR	COMPDDCUSCWASH202	DDCUSCWASH202
	RSV		COMPDWASHCCMPP202f	DWASHCCMPP202 BVFormDWASHCDBT202 BVFormDWASHCDBT202newval
	FEE		COMPDUSECWASH202	DUSECWASH202
	OVER	DR	COMPDDCUSCWASH202	DDCUSCWASH202
TXN4	COMP	DR	COMPDCMPRCWASH202BVF	DCOMPRCWASH202 BVFormDCDTCWASH202 BVFormDWASHCCDT202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	RSV		COMPDWASHCRSV202	DWASHCRSV202
	FEE		COMPDWASHCFEE202	DWASHCFEE202
	SHORT	DR	COMPDSHORTCWASH202	DSHORTCWASH202
TXN5	COMP	DR	COMPDCMPRCWASH202BVF	DCOMPRCWASH202 BVFormDCDTCWASH202 BVFormDWASHCCDT202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	RSV		COMPDWASHCRSV202	DWASHCRSV202
	FEE		COMPDWASHCFEE202	DWASHCFEE202
TXN6	COMP	DR	COMPDCMPRCWASH202BVF	DCOMPRCWASH202 BVFormDCDTCWASH202 BVFormDWASHCCDT202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	RSV		COMPDWASHCRSV202	DWASHCRSV202
	FEE		COMPDWASHCFEE202	DWASHCFEE202
	OVER	DR	COMPDWASHCOVER202	DWASHCOVER202
TXN7	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	CCUS	CR	COMPDWASHCCCUS202	DWASHCCCUS202
	FEE		COMPDWASHCFEE202	DWASHCFEE202
	SHORT	DR	COMPDSHORTCWASH202	DSHORTCWASH202
TXN8	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	CCUS	CR	COMPDWASHCCCUS202	DWASHCCCUS202
	FEE		COMPDWASHCFEE202	DWASHCFEE202
TXN9	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	CCUS	CR	COMPDWASHCCCUS202	DWASHCCCUS202
	FEE		COMPDWASHCFEE202	DWASHCFEE202
	OVER	DR	COMPDWASHCOVER202	DWASHCOVER202
Step(AdjustmentType): Outbound Forward Value
TXN1	COMP	CR	COMPDWASHCCMPP202	DWASHCCMPP202
	FEE		COMPDWASHCFEE202	DWASHCFEE202
	USE	DR	COMPDUSECWASH202	DUSECWASH202
TXN2	COMP	CR	COMPDWASHCCMPP202FV	DWASHCCMPP202 FVFormDWASHCDBT202 FVFormDWASHCDBT202 newval
	FEE		COMPDWASHCFEE202	DWASHCFEE202
	USE	DR	COMPDUSECWASH202	DUSECWASH202
TXN3	COMP	CR	COMPDWASHCCMPP202	DWASHCCMPP202
	FEE		COMPDWASHCFEE202	DWASHCFEE202
	DCUS	DR	COMPDUSECWASH202	DUSECWASH202
Step(AdjustmentType): Inbound Forward Value
TXN1	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	RSV		COMPDRSVCWASH202	DRSVCWASH202
	FEE		COMPDFEECWASH202	DFEECWASH202
	SHORT	DR	COMPDSHORTCWASH202	DSHORTCWASH202
TXN2	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	RSV		COMPDRSVCWASH202	DRSVCWASH202
	FEE		COMPDFEECWASH202	DFEECWASH202
TXN3	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	RSV		COMPDRSVCWASH202	DRSVCWASH202
	FEE		COMPDFEECWASH202	DFEECWASH202
	OVER		COMPDWASHCOVER202	DWASHCOVER202
TXN4	COMP	DR	COMPDCMPRCWASH202BVF	DCOMPRCWASH202 BVFormDCDTCWASH202 BVFormDWASHCCDT202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	RSV		COMPDRSVCWASH202	DRSVCWASH202
	FEE		COMPDFEECWASH202	DFEECWASH202
	SHORT	DR	COMPDSHORTCWASH202	DSHORTCWASH202
TXN5	COMP	DR	COMPDCMPRCWASH202BVF	DCOMPRCWASH202 BVFormDCDTCWASH202 BVFormDWASHCCDT202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	RSV		COMPDRSVCWASH202	DRSVCWASH202
	FEE		COMPDFEECWASH202	DFEECWASH202
TXN6	COMP	DR	COMPDCMPRCWASH202BVF	DCOMPRCWASH202 BVFormDCDTCWASH202 BVFormDWASHCCDT202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	RSV		COMPDRSVCWASH202	DRSVCWASH202
	FEE		COMPDFEECWASH202	DFEECWASH202
	OVER		COMPDWASHCOVER202	DWASHCOVER202
TXN7	COMP	DR	COMPDCMPRCWASH202FVF	DCOMPRCWASH202 BVFormDDBTCWASH202 BVFormDWASHCDBT202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	RSV		COMPDRSVCWASH202	DRSVCWASH202
	FEE		COMPDFEECWASH202	DFEECWASH202
	SHORT	DR	COMPDSHORTCWASH202	DSHORTCWASH202
TXN8	COMP	DR	COMPDCMPRCWASH202FVF	DCOMPRCWASH202 BVFormDDBTCWASH202 BVFormDWASHCDBT202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	RSV		COMPDRSVCWASH202	DRSVCWASH202
	FEE		COMPDFEECWASH202	DFEECWASH202
TXN9	COMP	DR	COMPDCMPRCWASH202FVF	DCOMPRCWASH202 BVFormDDBTCWASH202 BVFormDWASHCDBT202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	RSV		COMPDRSVCWASH202	DRSVCWASH202
	FEE		COMPDFEECWASH202	DFEECWASH202
	OVER		COMPDWASHCOVER202	DWASHCOVER202
TXN10	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	CCUS	CR	COMPDWASHCUSE202	DWASHCUSE202
	SHORT	DR	COMPDSHORTCWASH202	DSHORTCWASH202
TXN11	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	CCUS	CR	COMPDWASHCUSE202	DWASHCUSE202
TXN12	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	CCUS	CR	COMPDWASHCUSE202	DWASHCUSE202
	OVER		COMPDWASHCOVER202	DWASHCOVER202
Step(AdjustmentType): Outbound Unjust Enrichment (Use of Funds)
TXN1	COMP	CR	COMPDWASHCCMPP202	DWASHCCMPP202
	FEE	CR	COMPDWASHCFEE202	DWASHCFEE202
	USE	DR	COMPDUSECWASH202	DUSECWASH202
TXN2	COMP	CR	COMPDWASHCCMPP202FV	DWASHCCMPP202 FVFormDWASHCDBT202 FVFormDWASHCDBT202 newval
	FEE	CR	COMPDWASHCFEE202	DWASHCFEE202
	USE	DR	COMPDUSECWASH202	DUSECWASH202
TXN3	COMP	CR	COMPDWASHCCMPP202	DWASHCCMPP202
	FEE	CR	COMPDWASHCFEE202	DWASHCFEE202
	DCUS	DR	COMPDDCUSCWASH202	DDCUSCWASH202
Step(AdjustmentType): Inbound Unjust Enrichment (Use of Funds)
TXN1	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	FEE	DR	COMPDFEECWASH202	DFEECWASH202
TXN2	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	FEE	DR	COMPDFEECWASH202	DFEECWASH202
	SHORT	DR	COMPDSHORTCWASH202	DSHORTCWASH202
TXN3	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	FEE	DR	COMPDFEECWASH202	DFEECWASH202
	OVER	CR	COMPDWASHCOVER202	DWASHCOVER202
TXN4	COMP	DR	COMPDCMPRCWASH202BVF	DCOMPRCWASH202 BVFormDCDTCWASH202 BVFormDWASHCCDT202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	FEE	DR	COMPDFEECWASH202	DFEECWASH202
TXN5	COMP	DR	COMPDCMPRCWASH202BVF	DCOMPRCWASH202 BVFormDCDTCWASH202 BVFormDWASHCCDT202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	FEE	DR	COMPDFEECWASH202	DFEECWASH202
	SHORT	DR	COMPDSHORTCWASH202	DSHORTCWASH202
TXN6	COMP	DR	COMPDCMPRCWASH202BVF	DCOMPRCWASH202 BVFormDCDTCWASH202 BVFormDWASHCCDT202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	FEE	DR	COMPDFEECWASH202	DFEECWASH202
	OVER	CR	COMPDWASHCOVER202	DWASHCOVER202
TXN7	COMP	DR	COMPDCMPRCWASH202FVF	DCOMPRCWASH202 BVFormDDBTCWASH202 BVFormDWASHCDBT202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	FEE	DR	COMPDFEECWASH202	DFEECWASH202
	SHORT	DR	COMPDSHORTCWASH202	DSHORTCWASH202
TXN9	COMP	DR	COMPDCMPRCWASH202FVF	DCOMPRCWASH202 BVFormDDBTCWASH202 BVFormDWASHCDBT202
	USE	CR	COMPDWASHCUSE202	DWASHCUSE202
	FEE	DR	COMPDFEECWASH202	DFEECWASH202
	SHORT	DR	COMPDSHORTCWASH202	DSHORTCWASH202
TXN10	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	CCUS	CR	COMPDWASHCCCUS202	DWASHCCCUS202
TXN11	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	CCUS	CR	COMPDWASHCCCUS202	DWASHCCCUS202
	SHORT	DR	COMPDSHORTCWASH202	DSHORTCWASH202
TXN12	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	CCUS	CR	COMPDWASHCCCUS202	DWASHCCCUS202
	OVER	CR	COMPDWASHCOVER202	DWASHCOVER202
Step(AdjustmentType): Outbound Amend Beneficiary
TXN1	COMP	CR	COMPDWASHCCMPP202	DWASHCCMPP202
	RSV	DR	COMPDRSVCWASH202	DRSVCWASH202
	FEE		COMPDFEECWASH202	DFEECWASH202
TXN2	COMP	CR	COMPDWASHCCMPP202	DWASHCCMPP202
	DCUS	DR	COMPDDCUSCWASH202	DDCUSCWASH202
Step(AdjustmentType): Inbound Amend Beneficiary
TXN1	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	RSV	CR	COMPDWASHCRSV202	DWASHCRSV202
	FEE	CR	COMPDWASHCFEE202	DWASHCFEE202
TXN2	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	RSV	CR	COMPDWASHCRSV202	DWASHCRSV202
	FEE	CR	COMPDWASHCFEE202	DWASHCFEE202
	SHORT	DR	COMPDSHORTCWASH202	DSHORTCWASH202
TXN3	COMP	DR	COMPDCMPRCWASH202	DCMPRCWASH202
	RSV	CR	COMPDWASHCRSV202	DWASHCRSV202
	FEE	CR	COMPDWASHCFEE202	DWASHCFEE202
	OVER	CR	COMPDWASHCOVER202	DWASHCOVER202

Pega Smart Investigate for Payments Implementation Guide

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Appendix E: Compensation step rules and payment types

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