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Hotfixes for KYC-RC for Financial Services, Hotfixes for KYC for Financial Services

Suggest edit Updated on September 10, 2021

The following tables list the hotfixes which are required by: 

  • Pega® Know Your Customer Regulatory Compliance for Financial Services application
  • Pega® Know Your Customer for Financial Services application

To request a hotfix, go to your account on My Support Portal. Click New request > For something I need and select Service request > Existing hot fix. Add and verify the hotfix details and click Finish.

Import each type of hotfix in the listed order during the Pega Know Your Customer for Financial Services installation or upgrade:

  • Apply Pega Know Your Customer for Financial Services hotfixes just after you complete the application bundle import.

To see hotfix installation details, see the readme that is included in the hotfix.

Know Your Customer Regulatory Compliance for Financial Services Hotfixes

KYC RegComp VersionHotfix NumberSupport changes for KYC types
20.3HFix-70092

Following is the issue addressed as part of this hotfix:

  • Fixed Maiden name/Short name drop down to hold consistent values.
19.2HFix-57813Inbound and outbound mapping of Entity incorporation date were failing, because incorporation date failed to get formatted when locale was set to es_ES.
HFix-58080 This hotfix includes the following items for resolution:
  • GEEDD: Item 4-6 which used to accept duplicate values now throws an error if duplicate value is entered and hence doesn’t accept a duplicate value.
  • DoB validation of Direct PEP in GICDD is implemented in such a way that it doesn’t accept future dates.
  • Delete button visibility in Snapshot PDF for Single Page Items has been rectified.
  • Autocomplete issue of New Org underlying principle GKYC cases is addressed. 
18.3HFix-52060

This hotfix includes the following items for resolution:

  • Date of Birth selection option for Controlling Party in CRS is made consistent.
  • Standard Countries List made available in CRS applicable countries.
  • Addressed mapping issues of ComplexItems for a few KYCTypes.
  • Added declare indexes for complex items of PolicyProfile class to support Indexing when KYC or consuming applications turn on EnablePolicyProfile feature.
  • Addressed History icons issues for complex items in SA ICDD.
  • Addressed Design time audit issues of FATCA - New Individual Accounts KYCType.
  • Included Post Processing Data Transforms in Type Definition tab for CRS, FATCA & MiFID KYC types.
  • Addressed UI issues for complex items in CRS new entity accounts.
18.2HFix-47993This hotfix provides Pega Know Your Customer Regulatory Compliance for Financial Services 18.2 compatibility with Pega Know Your Customerfor Financial Services 8.1 and Pega Platform 8.1. It also provides health check support.
HFix-48436This hotfix includes the following items for resolution:
  • Audit changes are withdrawn.
  • Complex items sections have been changed to read only in review mode.
HFix-48880This hotfix includes few additional fields and property rules to be applied to respective KYC types.
17.4HFix-43982This hotfix provides Pega Know Your Customer Regulatory Compliance for Financial Services 17.4 support for Pega Know Your Customer 7.4 and Pega Foundation for Financial Services 7.4 applications.
17.3HFix-39376This hotfix contains Know Your Customer for Financial Services types for new jurisdictions and addresses AML flag issues.
HFix-40144Updates are required in Know Your Customer for Financial Services application ruleset stack to remove the PegaKYCFSIF ruleset reference.
Note: This hotfix needs to be installed for instances running Pega Foundation for Financial Services 7.32.
17.2

HFix-38074

Changes are required to support the audit tracking functionality introduced in Pega Foundation for Financial Services 7.31 and to update the following, existing Know Your Customer for Financial Services types:

  • HK – AML- Individual EDD
  • FR – AML – Entity CDD

Pega Know Your Customer for Financial Services 8.5

Required Pega Know Your Customer for Financial Services 8.5 hotfixes

Pega Platform VersionHotfix NumberObserved Behavior
8.5.2HFix-70091

Following is the issue addressed as part of this hotfix:

  • Fixed minor UI issues in KYC type rule form.
8.5HFix-80695

Enabled accessibility feature of KYC types for the following areas:

  • Mandatory Question Fields
  • Multiline Edit Fields
  • KYC/Review Link Labels
HFix-80650KYCDynamicSelect control shows standard value in read-only mode instead of prompt value.

Pega Know Your Customer for Financial Services 8.4

Required Pega Know Your Customer for Financial Services 8.4 hotfixes

Pega Platform VersionHotfix NumberObserved Behavior
8.4HFix-67712

The following are the security updates addressed as a part of this hotfix:

  • Turned off may start for the risky activities which are not called from the browser.
  • Added “AllFlows” privilege for the risky activities where may start cannot be turned off.
HFix-61554

The following are the changes addressed as a part of this hotfix.

  • Surgical Policy Updates were incorrectly triggered during the import of RAPs containing regulatory rules.
  • An issue preventing a certain customer documents being retrieved.

Pega Know Your Customer for Financial Services 8.3

Required Pega Know Your Customer for Financial Services 8.3 hotfixes

Pega Platform VersionHotfix NumberObserved Behavior
8.3HFix-66363Inconsistent date format between KYC type and PDF.
HFix-64401Unable to view the emails attached to any Parent case or any Child cases in CLM.
HFix-67705

The following are the security updates addressed as a part of this hotfix:

  • Turned off may start for the risky activities which are not called from the browser.
  • Added “AllFlows” privilege for the risky activities where may start cannot be turned off.
HFix-58185This hotfix addresses localization issue of KYC Profile suites and Profiles list in KYC types.
HFix-57302Changes are required to address the following issues:
  • Addressed issue with modal window upon clicking complex item in global KYC type which showed an error message.
  • Addressed UI issue of complex items in editable mode after one edit.
  • Addressed issue of SinglePage items not captured in Snapshot of GKYC.
  • KYC health check failure on Oracle is addressed.
  • Autocomplete issue of New Org underlying principle GKYC cases is addressed. 

 

Pega Know Your Customer for Financial Services 8.2

Required Pega Know Your Customer for Financial Services 8.2 hotfixes

Pega Platform VersionHotfix NumberObserved Behavior
8.2.8HFix-68057

The following are the security updates addressed as a part of this hotfix:

  • Turned off may start for the risky activities which are not called from browser.
  • Added “AllFlows” privilege for the risky activities where may start cannot be turned off.
8.2.1HFix-62658Changes are required to address the following issues:
  • Restore of the item responses when the question is rendered invisible and restored.
  • Edit section support for a simple item to support out-of-the-box controls.
8.2HFix-64900Simple items configured with on-change data transforms failed to refresh complex sections conditionally.

 

Pega Know Your Customer for Financial Services 8.1

Required Pega Know Your Customer for Financial Services 8.1 hotfixes

Pega Platform VersionHotfix NumberObserved Behavior
8.1.9HFix-67801

The following are the security updates addressed as a part of this hotfix:

  • Turned off may start for the risky activities which are not called from the browser.
  • Added “AllFlows” privilege for the risky activities where may start cannot be turned off.
8.1HFix-62053Display of Error icon positioned incorrectly and overlaps with KYCDate control upon validation failures.
HFix-59694Simple items configured with on-change data transforms failed to refresh complex sections conditionally.
HFix-58904Under KYC item group, if no question is qualified to be displayed then the specific item group should not be displayed.
HFix-56894Incorrect error validation on KYC type complex section.
HFix-53786The emails attached to a case and any child cases cannot be viewed using the flow action CLMAttachment.
HFix-51424Changes are required to address the following issues:
  • Refresh issue of a read only value when related KYC item's response is changed.
  • Configurator doesn't work in consuming applications like CLM.
  • PRRuntime exception while navigating through the flow.
  • Flow action error for View history.
  • Issues related to NB case creation.

 

Pega Know Your Customer for Financial Services 7.4

Required Pega Platform hotfixes for Pega Know Your Customer for Financial Services 7.4

Pega Platform VersionHotfix NumberObserved Behavior
7.4HFix-43860Menu navigation does not work as expected.

 

Required Pega Know Your Customer for Financial Services 7.4 hotfixes

Pega Platform VersionHotfix NumberObserved Behavior
7.4HFix-46858This hotfix contains withdrawn rules which were overridden at KYC layer for implementing the requirements functionality in KYC. This hotfix also contains implementation of extension points provided by Pega Foundation for Financial Services. 
Note: Prior to installing this hotfix, install HFix-46789, provided by Pega Foundation for Financial Services.
HFix-45270Changes are required to address the following issues:
  • Fixes related to Audit tracking for KYC Items.
  • Fixes related to KYC Engine and KYC TypeConfigurator.
  • Fixes related to indefinite screen refresh on requirement case screen.
  • Enhancements to reports.

 

Pega Know Your Customer for Financial Services 7.31

Required Pega Know Your Customer for Financial Services 7.31 hotfixes

Pega Platform VersionHotfix NumberObserved Behavior
7.4HFix-40339This hotfix contains fixes for UI Toolkit 10 upgrade.
Note: This hotfix needs to be installed only for Pega Foundation for Financial Services 7.32.
HFix-40466This hotfix contains fix for unfiltered document list in “select supporting documents” window and it also contains fix for allowing an already selected document to be associated again.
HFix-40975This hotfix contains fix for an error while re-evaluating KYC types, in a scenario where the KYC type is checked-out or circumstanced.
HFix-38073

Changes are required to address the following issues:

  • Audit tracking enhancements and adjustments for some Know Your Customer for Financial Services types.
  • Enhancements to PDF report generation.
  • Support for data pages for some Know Your Customer for Financial Services items.
  • Risk propagation enhancements in the master profile for factors including country-related, relationship-related
    and related parties risk data.
  • User Interface enhancements to show case completion, maker check screens, and the PDF snapshot interface.
HFix-40145Changes are required to address the following issues:
  • Non-localized text values in the Know Your Customer 7.31 GA.
  • Support for Audit of supporting documents corresponding to items.
7.3.1HFix-40339This hotfix contains fixes for UI Toolkit 10 upgrade.
Note: This hotfix needs to be installed only for Pega Foundation for Financial Services 7.32.
HFix-40466This hotfix contains fix for unfiltered document list in “select supporting documents” window and it also contains fix for allowing an already selected document to be associated again.
HFix-40975This hotfix contains fix for an error while re-evaluating KYC types, in a scenario where the KYC type is checked-out or circumstanced.
HFix-38073

Changes are required to address the following issues:

  • Audit tracking enhancements and adjustments for some Know Your Customer for Financial Services types.
  • Enhancements to PDF report generation.
  • Support for data pages for some Know Your Customer for Financial Services items.
  • Risk propagation enhancements in the master profile for factors including country-related, relationship-related and related parties risk data.
  • User Interface enhancements to show case completion, maker check screens, and the PDF snapshot interface.
HFix-38283

Changes are required for Know Your Customer for Financial Services 7.31 in order to use the updated database structure and functionality in the Know Your Customer Regulatory Compliance for Financial Services 17.2 release.

HFix-40145Changes are required to address the following issues:
  • Non-localized text values in the Know Your Customer 7.31 GA.
  • Support for Audit of supporting documents corresponding to items.
7.3

HFix-38073

Changes are required to address the following issues:

  • Audit tracking enhancements and adjustments for some Know Your Customer for Financial Services types.
  • Enhancements to PDF report generation.
  • Support for data pages for some Know Your Customer for Financial Services items.
  • Risk propagation enhancements in the master profile for factors including country-related, relationship-related and related parties risk data.
  • User Interface enhancements to show case completion, maker check screens, and the PDF snapshot interface.
HFix-38283Changes are required for Know Your Customer for Financial Services 7.31 in order to use the updated database structure and functionality in the Know Your Customer Regulatory Compliance for Financial Services 17.2 release.
HFix-40145Changes are required to address the following issues:
  • Non-localized text values in the Know Your Customer 7.31 GA.
  • Support for Audit of supporting documents corresponding to items.

 

Pega Know Your Customer for Financial Services 7.22

Required Pega Know Your Customer for Financial Services 7.22 hotfixes

Pega Platform VersionHotfix NumberObserved Behavior
7.3HFix-30144

Changes are required to address the following issues:

  • Debugger statements can slow down Designer Studio developer screens.
  • An unusable 'No Other action' option is displayed.
  • The profile header section is inconsistent.
  • The switch application button to the application engine needs to be removed.
  • Header data missing in Customer master profile.
  • Delegated rules do not show up in the Rule Manager's Favorites folder.
  • The status field in the Account details tab remains blank.
  • Some error messages are displayed in the application log file.
HFix-30146Sample CRS cases which are created when importing a .csv file via the Demo tools feature are not completely deleted after you run the ‘Delete sample cases’ utility.
HFix-30880Pre-existing declare indexes related to Item property rules should be removed.
HFix-31027An unnecessary horizontal scroll bar appears in some case screens.
7.2.2HFix-30144

Changes are required to address the following issues:

  • Debugger statements can slow down Designer Studio developer screens.
  • An unusable 'No Other action' option is displayed.
  • The profile header section is inconsistent.
  • The switch application button to the application engine needs to be removed.
  • Header data missing in Customer master profile.
  • Delegated rules do not show up in the Rule Manager's Favorites folder.
  • The status field in the Account details tab remains blank.
  • Some error messages are displayed in the application log file.
HFix-30146Sample CRS cases which are created when importing a .csv file via the Demo tools feature are not completely deleted after you run the ‘Delete sample cases’ utility.
HFix-30880Pre-existing declare indexes related to Item property rules should be removed.
HFix-31027An unnecessary horizontal scroll bar appears in some case screens.
HFix-32898The second Pega Know Your Customer type link is not working in the Collect case screen.
7.2.1HFix-30144

Changes are required to address the following issues:

  • Debugger statements can slow down Designer Studio developer screens.
  • An unusable 'No Other action' option is displayed.
  • The profile header section is inconsistent.
  • The switch application button to the application engine needs to be removed.
  • Header data missing in Customer master profile.
  • Delegated rules do not show up in the Rule Manager's Favorites folder.
  • The status field in the Account details tab remains blank.
  • Some error messages are displayed in the application log file.
HFix-30146Sample CRS cases which are created when importing a .csv file via the Demo tools feature are not completely deleted after you run the ‘Delete sample cases’ utility.
HFix-30880Pre-existing declare indexes related to Item property rules should be removed.
HFix-31027An unnecessary horizontal scroll bar appears in some case screens.

 

Pega Know Your Customer for Financial Services 7.21

Required Pega Know Your Customer for Financial Services 7.21 hotfixes

Pega Platform VersionHotfix NumberObserved Behavior
7.2.1HFix-28326

After installation of Pega Foundation for Financial Services hotfixes HFix-26625 and Hfix-27071, the KYC UI incorrectly renders the new UI tool kit. These hotfixes also alter Pega Foundation for Financial Services sample data which alters stories in KYC.

This hotfix mitigates all the changes resulting out of the two Pega Foundation for Financial Services hotfixes.

This fix contains various when rules and decision tables to support the KYC Regulatory Compliance 16.2 release and also addresses the following issues:

  • Performance issues while expanding and collapsing the item groups at the runtime.
  • The override review date feature works only in the US time zone.
  • Item response not cleared when items are conditionally hidden.
  • Busy indicator gets stuck on popping overlays on item description paragraphs.
7.2HFix-28326

After installation of Pega Foundation for Financial Services hotfixes HFix-26625 and Hfix-27071, the KYC UI incorrectly renders the new UI tool kit. These hotfixes also alter Pega Foundation for Financial Services sample data which alters stories in KYC.

This hotfix mitigates all the changes resulting out of the two Pega Foundation for Financial Services hotfixes.

This fix contains various when rules and decision tables to support the KYC Regulatory Compliance 16.2 release and also addresses the following issues:

  • Performance issues while expanding and collapsing the item groups at the runtime.
  • The override review date feature works only in the US time zone.
  • Item response not cleared when items are conditionally hidden.
  • Busy indicator gets stuck on popping overlays on item description paragraphs.

 

Pega Know Your Customer for Financial Services 7.14

Required Pega Know Your Customer for Financial Services 7.14 hotfixes

Pega Platform VersionHotfix NumberObserved Behavior
7.1.9HFIX-24768Issue in accounting rules and FSPortal.
HFix-25537Pega Know Your Customer for Financial Services 7.14 Post GA Multiple Issues (Release Notes: Known Issues).
HFix-25824Response to any question throws error.
HFix-25912Display field blank in read only mode.

 

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