Question
Pegasystems Inc.
AU
Last activity: 18 Jul 2020 4:36 EDT
Retail - CLM/PDFS Operating Structure vs Product Structure
If the onboarding journey is driven of the mapping of Operational Structure of Org Unit to an operator and PDFS has its own Product Structure/Org Structure how or what should one configure so that the products load from product defined PDFS's newly created Product Structure?
Its not a simple switch of Org Structure because the portal, the journey depends on the Org Structure defined by Operational Structure.
Accepted Solution
Updated: 18 Jul 2020 4:36 EDT
Pegasystems Inc.
US
You have to define an operating structure for the CLM app and you can define a different organizational structure for Products. They do not need to be the same. Then you need to define the correlation rules between both … for instance, the RMs pertaining to a country in the CLM OS can offer products defined and available in the Product OS. Those correlation rules can be defined in the system (in a cross reference table).