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 LAKSHMI SUPRIYA GUMMADI (LAKSHMISUPRIYAG)
Cognitonic

Cognitonic
AU
LAKSHMISUPRIYAG Member since 2014 1 post
Cognitonic
Posted: Jul 30, 2025
Last activity: 3 weeks 5 days ago
Posted: 30 Jul 2025 20:53 EDT
Last activity: 4 Aug 2025 0:10 EDT

Retail - CLM/PDFS - New product structure in 24.2

Hi All, 

Can you please help with the step by step guide for implementation of product matrix in PegaCLMFS 24.2

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Pega Client Lifecycle Management for Financial Services 24.2
Pega Client Lifecycle Management for Financial Services
Case Management
Financial Services
Citizen Developer

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Posted: 3 weeks ago
Posted: 4 Aug 2025 0:10 EDT
Sairohith Thummarakoti (Sairohith)
HCA Healthcare
Consultant Application Engineer
HCA Healthcare
US

@LAKSHMISUPRIYAG

To implement the new product matrix in Pega CLM/PDFS 24.2, first go to the CLM Settings page and enable the Product Matrix toggle. Then, open the Product Catalog screen and start adding products, services, and service packages using the new UI. Each product can be configured with rules that decide when it should show up for example, based on customer type or region. After setting up the catalog, update your onboarding case type to use the new product selection structure. The UI automatically shows the new matrix layout, but you can tweak the section if needed. Make sure selected products trigger the correct due diligence and document requirements by updating the related data transforms

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