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Module

Management of related parties in Pega Client Lifecycle Management and KYC

3 Topics

35 mins

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

With Pega Client Lifecycle Management (CLM) and KYC™, financial institutions can understand the risk of doing business with their customers and ensure regulatory compliance. An important part of the process established to achieve these goals is the discovery and capture of related parties and performing the appropriate due diligence.

After completing this module, you should be able to:

Identify the different elements that represent related parties in Pega CLM.
Describe the high-level functionality to capture and manage information about related parties.
View and manipulate related party data through the Relationship Visualizer.

Available in the following mission:

Pega CLM and KYC Foundation

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