Reusing case data

Edit online
Draft comment:
This topic is shared by BAW, CP4BA. Last updated on 2025-03-13 12:15
You can use the Split Case action to create a case that reuses data from an existing case. The new case can be the same type as the original case or it can be a different case type.

About this task

Sometimes, you want to reuse data from an existing case in a new case. For example, a claim against a customer’s automobile insurance might be filed as a single case. On further review, you might decide that the claim includes property damage that needs to be filed as a claim against the customer’s homeowner policy. When you create the second case, you want to reuse data, such as customer information and accident details, from the original case. In Case Client, reusing data in this way is done by splitting the original case. When you split a case, Case Client populates any matching property in the new case with values from the original case.

The split case action is configurable, so you must contact your IBM® Business Automation Workflow administrator to determine whether the action is available and what it is called.

Procedure

To create a case that reuses data from an existing case:

  1. Open the case from which you want to reuse data.
  2. On the Case Details page, click Split Case or the equivalent action in your application and select the type of case that you want to create.
  3. On the Split Case page, modify and add property values as needed.
  4. Optional: Add documents from the original case to the new case.
    Adding documents to the new case does not remove the documents from the original case.
  5. Click Add.
    It might take a few seconds for the new case to be created.

What to do next

On the Cases page, search for the new case and then open it from the Case List widget. If you need the ID of the new case, look in the history for the original case.