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saezl Member since 2015 13 posts
PEGA
Posted: 1 year ago
Last activity: 1 year ago
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Onboarding minors using CLM

Hi,

Does anyone have any documentation/advise for onboarding several parties (ie. minors, joint accounts) in CLM?

If the onboarding is done through the web, are we collecting the data of the 2 indivuals at the same time and once the request is submitted, we create another case for the different party? Are onboarding cases defined as parent-child? Could someone provide some answers for that?

Thanks!

***Edited by Moderator Marissa to move from Pega Academy to Pega Support Community; update platform capability tags***

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