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Documentary Requirements Management

5 Topics

55 mins

Pega Client Lifecycle Management for Financial Services 8.7
Visible to: All users
Beginner Pega Client Lifecycle Management for Financial Services 8.7 Pega Know Your Customer for Financial Services 8.7 Pega Foundation for Financial Services 8.7 Financial Services English

Financial institutions are legally obligated to understand with who they are engaging in business, as well as the risks. Documentary Requirements Management is part of the wider due diligence risk management process, which can be very complex in nature and is mission-critical to avoiding large regulatory fines.


After completing this module, you should be able to:

Define the high-level purpose of the documentary requirements management process
Describe the main aspects of configuring documentary requirements
Describe the key documentary requirements runtime features and overall workflow

Available in the following mission:

Pega CLM and KYC Foundation

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