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Implementing CLM

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.


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

Welcome and Orientation

  • Introductions
  • Course Description

Pega CLM and KYC Overview

  • CLM and KYC Overview review
  • Features and functions of the new release of Pega CLM and KYC

Application Overview and Implementation

  • Outline the implementation delivery methodology
  • Describe the steps for extending a CLM application
  • Extending a new custom CLM application

Operational Structure

  • Describe the features of the operational structure
  • Configure the operational taxonomy of financial services institutions

Customer Journeys

  • Describe the customer journeys provided with Pega CLM
  • Describe the customization process for CLM journey types and subtypes
  • Extending a customer journey

Data Model

  • Describe the common data objects used by Pega CLM
  • Describe the customer Profile
  • Describe some of the data pages used
  • Describe the data customization model used
  • Extend the out-of-the-box data model

Risk Model

  • Describe the standard scorecard, map value and decision table rules used by Pega CLM
  • Customer risk-assessment and supporting rules

User Interface

  • Describe the standard Pega CLM portals
  • Describe the roles associated with the portals
  • Customizing the user interface

Documentary Requirements

  • Describe requirement rules and RequirementSet rules
  • Use document-based requirements

Maintaining Products

  • Describe the country and product matrix together with their associated attributes
  • Describe how products are maintained by Pega CLM
  • Create new products

Integration Features

  • Describe Pega CLM integration features
  • Describe integration with the client System of Record (SOR)
  • Use of third party data providers
  • Describe the need for document repositories

Event-driven architecture

  • Describe the Event-driven architecture
  • Demonstrate how events are created and consumed
  • Extend the event-driven architecture

Pega KYC Integration

  • Describe Pega KYC and due diligence features
  • Describe the due diligence stage of the customer journey
  • Describe KYC, tax, credit, and legal due diligence
  • Describe the due diligence implementation and extension points

CLM and KYC Resources and further information

  • CLM and KYC resources available from the Pega Community

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level


  • Duration

    2 day

  • Platform Version


  • Skill Level


  • Duration

    2 day

  • Platform Version


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