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Harsh Kumar (Harsh_Kumar)
Acel Solutions
Harsh Kumar
Acel Solutions
IN
Harsh_Kumar Member since 2016 16 posts
Acel Solutions
Posted: January 27, 2021
Last activity: February 4, 2021

Pega CLM

Hi Team 

I am doing the POC on CLM, and wanted to reuse the Pega KYC type rule in the Pega CLM case type. But the rule type is not having any description update neither i have received any documentation to do the customization.  Requirement is to show the list of questionnaire in the Pega CLM case type in the same way its has been implemented in Global KYC case type.  Request you to please provide some documentation on that which help us to explore the ootb features of it. 

 

Regards

Harsh

 

Pega Client Lifecycle Management for Financial Services 8.5 Case Management Financial Services Lead System Architect