For example, three separate sub-cases may be formed in a single customer loan request case, each with its process handled by case managers in separate departments.
While a sub-case can be managed independently of the other, users of case management can easily access, consolidate, exchange and manage the mutual work and details related to the initial case.PEGA Case DesignThe design of Case Management is regulated on the Case Management landing page by the Case Designer gadget.
You use it to configure case types that cover relationships and meanings of processes.
The gadget helps you to the following.To Get In-Depth knowledge on Pega CLSA you can enroll for a live demo on Pega clsa certification training.Create new case types that create a class, case form, starting flow, and workgroup rule automatically.Reconfigure the current relationship-covering case form.Defines many facets of the handling of jobs, including:Subcases and processes are automatically and conditionally instantiated or begun.Case priorities and deadlines, work parties, and concepts of access functions.Settings to restrict the number of pending, open cases and to determine if a subcase needs to be resolved to resolve its parent.Categories of attachments to manage read/write access to sub-case attachments.Automatic propagation of data values from cases to new sub-cases.This article explains how to use the Case Designer gadget to extend a single PEGA application structure of the job type into a case management PEGA application that uses a relationship of the case and sub-case type.Tips for PEGA CLSA certificationPEGA applicationThere is one form of the job called Loan.
If the user is a supervisor, the user must also have the option of creating additional Underwrite subcases manually from a user form or the portal of the Case Manager.The Underwrite sub-case(s) must be resolved before it is possible to resolve the parent loan case.The Underwrite sub-case has three days, 12 hours, and four days, 12 hours, respectively, target and deadline times.
The dates are measured, automatically or manually, from the time the sub-case begins.The Underwrite case may be attached to a file containing a loan analysis report if the user has a manager position as specified in a related attachment category.For the Underwrite job form, three task parties must be specified: Customer, CaseManager, and Loan Officer.In the case of Underwrite, loan customer work party data (full name, email, mark, and party role) must be accessible when it is generated so that the user does not have to re-enter the data.A spin-off flow (a supporting mechanism used for out-of-sequence assignments in the overall case process) called Background Check is included in the Underwrite process, which begins automatically if the loan value reaches $100,000.