Journey types and subtypes
The following table contains a list of journey types and subtypes supported out-of-the-box. For more details about the functional behavior of these journeys, look at the Product Overview available at Pega Client Lifecycle Management for Financial Services product page.
| Journey type/Internal code/Class | journey subtype/Internal code |
|---|---|
Onboard new Customer OnboardNewCustomer PegaCLMFS-Work-CLM-OnboardNewCust | New entity NewParentEntity New individual NewIndividualEntity New subsidiary entity NewSubsidiaryEntity New branch entity NewBranchEntity New affiliate entity NewAffiliateEntity New division entity NewDivisionEntity New fund manager NewFundmanager |
Onboard related PartyOnboardRelatedParty PegaCLMFS-Work-CLM-OnboardNewCust | New entity NewParentEntity New individual NewIndividualEntity New subsidiary entity NewSubsidiaryEntity New branch entity NewBranchEntity New affiliate entity NewAffiliateEntity New division entity NewDivisionEntity New fund manager NewFundmanager |
Onboard new business relationship OnboardNewBusRel PegaCLMFS-Work-CLM-OnboardNewBusRel | New principal NewPrincipal New fund manager NewFundmanager |
Offboard existing customer OffboardExistingCustomer PegaCLMFS-Work-CLM-OffBoardExistingCust | Exit products or locations ExitProductsOrLocations Offboard existing customer OffboardExistingCustomer |
Maintain existing customer MaintainExistingCust PegaCLMFS-Work-CLM-MaintainExistingCust | Maintain general customer data MaintainCustomerGeneralData |
Maintain business relationship MaintainBusinessRelationship PegaCLMFS-Work-CLM-MaintainBusRel | Add products or locations AddProductsOrLocations Add managed fund AddFund |
Customer review CustomerReview PegaCLMFS-Work-CLM-CustomerReview | Customer amendment CustomerAmendment Customer periodic review CustomerPeriodicReview Customer material change CustomerMaterialChange |
Due diligence DueDiligence PegaCLMFS-Work-CLM-CustDueDiligence | Customer due diligence CustDueDiligence |
Group Management GroupManagement PegaCLMFS-Work-CLM-GroupManagement | New group onboarding NewGroupOnboarding Maintain group MaintainGroup Reactivate group ReactivateGroup |
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