Case types

A case type is a template for the cases, or work, that you create in your application. By using case types, you can automate business processes and support the different paths that case workers can follow to resolve a case.

Example case types

For example, you can define the following case types: Accident Claim, Vehicle Damage, and Bodily Injury.

A case worker creates an Accident Claim case each time a customer reports an automobile accident. After your application verifies the customer's driver's license and vehicle identification number, it creates a Vehicle Damage case that is linked to the Accident Claim case.

The case worker decides whether a Bodily Injury case is needed, based on information from the customer and the search results for similar cases. When the Vehicle Damage and Bodily Injury cases are processed by other case workers, the funds payable and updated policy premium are stored in the Accident Claim case.

A case manager is then notified that the Accident Claim is ready for review.