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Implementing CLM

This course is for System Architects, Senior System Architects, and Lead System Architects.

Implementing CLM is a course for system architects and anyone that needs to implement or extend technical aspects of Pega Client Lifecycle Management (CLM) for Financial Services. Participants learn how to use the tools provided with the platform to configure the CLM application to best fit business needs including the data model, risk model, customizing the user interface as well as adding new documentary requirements and products.

Prerequisites

What you'll learn

By the end of this course, you will be able to successfully:

  • Describe the components which make up Pega CLM and Pega KYC
  • Configure changes to the CLM application
  • Extend the out-of-the-box customer journey types and sub-types
  • Using and changing the CLM UX
  • Using the Target Operating Model to extend to new user groups
  • Extend the data model to implement new properties
  • Configure risk rating rules
  • Define and implement new documentary requirements
  • Add new custom products
  • Use the event driven architecture
  • Work with KYC Type rules

Course Outline

CLM and KYC Overview

Pegasystems Foundation for Financial Services Overview

Application Overview and Implementation

Operational Structure

Customer Journeys

The Data Model

The Risk Model

Customizing the User Interface

Documentary Requirements

Maintaining Products

Integration Features

Using the Event Driven Architecture

Pega KYC integration

CLM and KYC Resources and further information

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    NA

  • Duration

    2 days

  • Platform Version

    7.3

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