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Question

 Rohini Datla (RohiniD17287394)
LTIMindtree
SA
RohiniD17287394 Member since 2024 1 post
Posted: Aug 31, 2021
Last activity: Oct 4, 2021
Posted: 31 Aug 2021 4:01 EDT
Last activity: 4 Oct 2021 8:00 EDT
Closed
Solved

Standalone Due Diligence - Conduct Due Diligence

Team,

 

In CLM 8.5, how to initiate the customer journey "Standalone Due Diligence - Conduct Due Diligence"

In Relationship Manager portal, for an active customer with no open cases, the Action button menu does not show the Standalone Due Diligence option unlike the version 7.

 

Regards,

Rohini

***Edited by Moderator Marissa to update Platform Capability tags****
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Pega Client Lifecycle Management for Financial Services 8.5
User Experience
Financial Services

Accepted Solution

Posted: 3 years ago
Updated: 3 years ago
Posted: 4 Oct 2021 7:53 EDT
Updated: 4 Oct 2021 7:59 EDT
Steffan van Broekhoven (Steffan)
PEGA
Principal Business Architect
Pegasystems Inc.
NL

@RohiniD49  You will find the Conduct Due Diligence action in "CustomerSearchActions", in the CIB application layer of CLM.

So, in other words, in PegaCLMFS you will not see ConductDueDiligence in the CustomerSearchActions. But if you look in PegaCLMFSCIB you will find what you are looking for.

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