Save time and maximize efficiency when you implement similar business
processes by defining case types. A case type is a visual representation of your business
process, and a template for work that you can reuse for multiple instances of your business
process. By creating a case type, you define the ultimate goal of a business process, the path
that the case must follow to a resolution, the people who are involved in processing the case,
and the data that the case requires.
For example, in an accident claim, you define
actions such as collecting documents and reviewing vehicle damage, people such as a policyholder
and an insurance company representative, and data such as a vehicle identification number and
vehicle registration plate. When you create reusable work templates, you save time and ensure
that your business processes reach successful resolution.
Pega Platform refers to a main business
process as a parent case type, and to supporting business processes as child case types. A
parent case type depends upon the results of the child case types that are together needed to
reach the ultimate, expected outcome. To resolve a parent case, you first need to resolve all
of its child cases. For example, a parent case type that represents an Accident claim can only
be resolved after child case types for Vehicle damage and Bodily injury are completed.
In
this example, an insurance company representative creates an Accident claim case (the parent
case) each time a policyholder reports a car accident. After your application verifies the
policyholder's driving license and vehicle identification number, the system creates a
Vehicle damage case (the child case) that supports the Accident claim case.
The
insurance company representative then decides whether the application also needs a Bodily
injury case, based on the information from the policyholder. After the claims adjusters
process the Vehicle damage and Bodily injury cases, the system automatically calculates the
funds payable and updates the policy premium in the Accident claim case. Agents who can
approve the claim then receive a notification that the Accident claim is ready for
review.
The following figure shows a sample business process that includes two child
case types:
Figure: A parent case type that includes two child case types in Case Designer
Save time, reduce costs and increase the flexibility of your application by
reusing child case types in different scenarios. For example, both Vehicle and Property
insurance claims can include a Bodily injury claim. By implementing the Bodily injury claim
as a separate case type, you can use the Bodily injury case type with both the Vehicle and
Property insurance claims.
