Pega KYC routing
I am working on a use case that requires the case routing based on the KYC questionnaire answer provided by user. Is it something available OOTB in Pega CLM KYC?
Accepted Solution
Updated: 9 Oct 2024 7:57 EDT
Evonsys
IN
Pegasystems Inc.
IN
@SumitPoddarThe Pega CLM and KYC application provides several ways to ensure that only the necessary questions are displayed to the appropriate users at the right time. The application includes preconfigured questions available in the extensive set of regulatory questionnaires, which can be reused to speed up implementations. However, for specific requirements like routing based on KYC questionnaire answers, it may not be available out-of-the-box (OOTB) and might require customization.
Reference article: Due diligence essentials | Pega Academy
Accepted Solution
Updated: 9 Oct 2024 7:57 EDT
Evonsys
IN
@SumitPoddar that wouldn't be possible. Questionnaire and routing is 2 different aspects. The operator structure which is being referred in CLM kyc course is the taxonomy which refers to business line, country, Work group and work basket.
This is the case context not the questionnaire.
If you want to route based on questionnaire, you can use a decision table and use KYCTypes to route it to specific work group or work queue or an operator.
KYC types pagelist in the case will have all the answers given to the KYC questions in the case.
Evonsys
IN
@SumitPoddar please check below reference
@SumitPoddar that wouldn't be possible. Questionnaire and routing is 2 different aspects. The operator structure which is being referred in CLM kyc course is the taxonomy which refers to business line, country, Work group and work basket.
This is the case context not the questionnaire.
If you want to route based on questionnaire, you can use a decision table and use KYCTypes to route it to specific work group or work queue or an operator.
KYC types pagelist in the case will have all the answers given to the KYC questions in the case.