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Question

 Arshad Iqbal Ahmed (Arshad.Ahmed)
KBC
Arshad Iqbal Ahmed
KBC
AU
Arshad.Ahmed Member since 2021 3 posts
KBC
Posted: Jul 28, 2020
Last activity: Jul 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?

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

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