Case types

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Case types define the activities, document classes to support the activities, activity steps, and roles that must complete the steps to solve a business problem.

The case type also includes property views and client-side human service views that are displayed to the caseworker. Related case types make up a solution.

An example of case type is a loan application. A loan application case in the Case Client contains detailed information such as correspondence, activities, policies, and events that the caseworker or case teams collaborate on to resolve and close the case. Case workers and case managers work together on cases.

You can define the following information for each case type.

Case type information

Attributes such as the name, description, prefix, and identifier of your case type. The unique case type identifier can be either assigned by the system or you can specify it yourself.
Starting document class: You can specify a starting document class. When a document of this class is added to the repository, a new case instance is automatically created.
Custom activity creation: You can enable custom activity creation, which allows users to add quick tasks to the case. You can enable users to add documents and attachments that are in a repository other than the case management object stores.
Default layouts for case pages: For the Add Case and Case Details pages, you can choose the default layout to be a page type or a client-side human service view. For the Split Case page, the default layout can only be of the Split Case page type.

Properties

You can assign properties to the case type and decide which properties are displayed in the client views. When you assign properties to case type, you can either assign existing properties that were defined at the case solution level, or you can add new properties. You can also order and reorder the case properties.
The choice list icon now appears next to case and activity properties that are linked to a choice list. When editing case and activity properties, the unique identifier is shown to help identify the solution of the case type. Both the choice list and unique identifier help distinguish the reused properties.

Views

Case Layout: A client-side human service view can be used to design a case layout of type Case Details or Add Case.
Case Views: The Case Summary view defines the properties, their display order, and how properties are laid out in the Case Client interface. Properties can be used in one or more case views.; The Case Summary view is shown in the Case Information widget, and the properties that you specify are displayed in the search results. If you do not define views, IBM® Business Automation Workflow uses a default layout.
Case Search: The view for the Search widget controls which properties the user can search against.

Case folders

You can assign an empty folder structure to which the case adds documents that are required to complete by the caseworker. Folders logically group documents that are related to the case. You can create more than one top-level folder, to which you can add subfolders.

When cases are designed with a predefined complex folder structure, they can take a longer time to create and initialize. To maintain a reasonable response time during the case creation, limit the complexity of your predefined case folder structure to ten or fewer subfolders.
If your solution requires cases with a more complex subfolder structure, the best practice is to create the subfolders later, after the case is initialized. You can add subfolders programmatically, as part of an automatic activity process, or on demand by a user, as needed.

Folder names can contain up to 255 characters. The folder name cannot contain the following characters: {\ * / < > : | ? "}

Restriction: Character limits might vary depending on your language.

Rules

You can create business rules to implement business policies and practices, for example, to determine process routing or update case properties if particular conditions are met. After you create rules, you can use them in a workflow by adding rule steps.

Activities

Each case type contains one or more activities that can include a workflow process to complete that activity. An activity has one or more steps that must be completed in order to complete the activity. A case is not complete until all required activities are completed or manually disabled.

Add page layout and set default

In Case type, you can create a new layout page by clicking the link that opens with the corresponding page type. Enter a value, and click OK to create a new layout. You can set a default layout by selecting Use as default layout when you create the layout without going to the Case type tab.

The layouts that were added and set as default can be opened directly. You can change the default layout from the drop-down list.