• Updating case types

  If an existing case type is close to meeting your business requirements, you can modify it and use it.

• Adding case types

  If you require a case type that is not like an existing case type, create a new one that meets your business requirements. If you want to add additional request types to your change request, create them as new case types.

• Defining class group to database table mapping

  To define how your cases are stored in the database, create a relationship between the class and the physical database table where the class instances will be stored. Work with the database administrator at your site on this task.

• Configuring case type locking

  For each case type, select whether only one user at a time can edit a case, or whether multiple users can concurrently edit the same case.

For more information on defining case-types, please see Creating case types.

Pega Foundation for Financial Services includes sample cases for testing and demo purposes. You can view a list of the case types from the Designer Studio by selecting Case types icon from the left navigation panel.