Posted: 25 Jan 2019 13:20 EST Last activity: 15 Oct 2019 10:35 EDT
Onboarding minors using CLM
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?
***Edited by Moderator Marissa to move from Pega Academy to Pega Support Community; update platform capability tags***