Consolidation of Disparate

A major financial holding company wanted to consolidate their disparate systems into an enterprise system that could provide visibility into any suspicious activities.

The Problem

Rulesware was tasked with consolidating various disparate systems that gathered, managed and reported on information specific to the investigation of suspicious activity. The new system was to allow for sharing, reporting and standardizing information at an enterprise level that would ultimately provide knowledge and visibility across all suspicious activities.


The Solution

Rulesware resources were key members of the team responsible for the analysis, design, and construction of the complete Pega solution.

The Result

The design included complex work object and cover management, multiple work object creation methods, and keeping a parallel system of record up to date with key information. The solution had to not only use Word and PDF form templates accessible from a flow action, but also utilized for a key report. Additionally, a custom authentication process was designed and put into place to authenticate and create operator records based upon employee’s membership in one or more active directory groups.

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For more information on how we can help your company achieve its goals, please contact us.