Skip to main content

This content is closed to future replies and is no longer being maintained or updated.
Links may no longer function. If you have a similar request, please write a new post.

Question

 Prakash Pendem (PrakashP6773)
EY
Prakash Pendem
EY
IN
PrakashP6773 Member since 2016 6 posts
EY
Posted: May 14, 2024
Last activity: May 20, 2024
Posted: 14 May 2024 6:23 EDT
Last activity: 20 May 2024 5:20 EDT
Closed

CLM KYC Application Customer Profile Summary

Hi, 

 

I Created an CLM/KYC application , after completing onboarding case I want to download a Customer profile summary PDF 

 

OOTB is providing an action to download the profile summary PDF 

Could some one help me to how to enable or Configure this action ?

 

To see attachments, please log in.
Pega Platform 8.8.4
Pega Cloud
Customer Journeys
Insurance
Lead System Architect
Pega Academy

Posted: 1 year ago
Posted: 20 May 2024 5:20 EDT
Priyanka Boga (Priyanka Boga)
PEGA
Principal Technical Support Engineer, User and Product Experience
Pegasystems Inc.
IN

@PrakashP6773 - If it in case flow level we can add PDF smart shape from automations "Create PDF".

If it is on any button click or want to make use of in flow action post processing rule. Can use OOTB pxCreatePDF activity for which need to pass the section name , attachment category and PDF name. If the PDF need to attached to case level. 

If it need to be downloaded directly then can use pyViewAsPDF activity.For this it requires HTML rule and PDF name.

Thank you.

 

To see attachments, please log in.

We'd prefer it if you saw us at our best.

Pega Collaboration Center has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice