Complete your Microjourney and meet your business goals in a convenient, time-saving, and automatic way by creating case types. By creating case types, you define how users of your application manage and resolve work to achieve a successful outcome in the most efficient way.

Before you begin: Review the business process that you want to automate, so that you can identify dependencies, determine logical paths for routing of work, and establish the required sequence of events.

When you create a case type, you create a visual representation of your Microjourney that consists of related tasks that are grouped into coherent stages. Each stage consists of steps that users of your application, such as customer service representatives (CSRs), need to complete to bring a case closer to its resolution. To save time, you can also define automated steps that your application performs, and then set goals and deadlines for these actions. Cases are instances of case types, which are reusable templates of your business processes. For example, you can create a case type that CSRs at a bank might reuse every time they process a loan request. An individual loan request case might then include stages such as collecting information from the customer, checking their credit history, and approving or rejecting the loan request. As a part of this case life cycle, an application can autogenerate an email to the customer with the bank's decision about their loan, as in the following example:

To further maximize the efficiency of your business actions, you can define case types to meet your specific needs, by specifying process behavior throughout different stages of the case life cycle. You can configure how users interact with a case and in what manner the case's automated processes facilitate this interaction, helping your customers more quickly reach their business goals.

For relevant training materials, see the Defining a customer Microjourney module on Pega Academy.

• Case types

  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.

• Case life cycle elements

  Visualize your work, organize tasks, and achieve the goals of your business process by defining the case life cycle. Creating the case life cycle is a technique that you can use to model a path that your case follows to resolution by grouping tasks in a logical and practical way.

• Configuring a data model for a case

  Configure a data model to define the data that you want to use in a case. For example, to include a user email address in a case, add an email address field to the data model.

• Views for cases

  Views in cases represent forms that users interact with to provide information for case processing. When you create views, you decide what fields the users see and how they interact with the fields as the case moves towards a resolution. When you create, configure, and organize relevant fields in a form, you can clearly communicate to users data that they need to provide to process an assignment in a case.

• Remote case types

  In organizations that use multiple applications, case workers often switch contexts to work. Remote case types help you provide tools for uninterrupted and more efficient case resolution. Case workers can work from multiple applications within the context of one application without logging in and out numerous times a day.