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 Arshad Iqbal Ahmed (Arshad_Ahmed) PEGA Sr. System Architect
Pegasystems Inc.
AU
Arshad_Ahmed Member since 2017 3 posts
PEGA
Posted: July 28, 2020
Last activity: July 28, 2020
Posted: 28 Jul 2020 19:45 EDT
Last activity: 28 Jul 2020 20:51 EDT
Closed

CLM Retail Localisation - CollectPersonalDetailsRet Section

What is the correct approach to localise CollectPersonalDetailsRet. For example, I want to be able to replace Social Security Number with Australian Tax File Number (TFN) or New Zealand Inland Revenue Department (IRD) Number?

 

I can see that this section has when rules that check residency but residency rule will return false because the clients residence has not yet been set. It should be set after the Collect Customer Details step?

Pega Client Lifecycle Management for Financial Services Case Management Financial Services Senior System Architect
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