When to use a sub-case

From PegaWiki
Dividing work with child case types / This is the approved revision of this page, as well as being the most recent.
Jump to navigation Jump to search

When to use a sub-case

Description When to use a sub-case to assist with processing work
Version as of 8.4
Application Pega Platform
Capability/Industry Area Case Management



Dividing work with child case types
New URL https://docs.pega.com/bundle/platform-88/page/platform/case-management/best-practices-compliance-updatability.html
This article has been moved over to our Pega Community here in order to align with our larger content strategy. Please update any bookmarks or links that you may have to this location.


Sometimes work might break down into multiple pieces that have a relationship or dependency with one another. These separate pieces are called a child case.  A child case is a case which represents a different, but related piece of work to the original or parent case. Use the following to help identify when to use a child case:

  • Is there a distinct case life cycle from the top-level case type?
  • Can this work be run independently or by many top-level case types?
  • Will you need to report on the work independently?
  • Will this work progress in parallel to other child cases or the top-level case?

Example

At a bank, opening a new bank account requires that the applicant has a credit check. Opening a new bank account is visualized in a case type, but the credit check has a case life cycle all on its own that is critical to the overall Microjourney™ of opening an account.

The Credit Check would be a child case since a credit check may be run independently from the other aspects of opening a bank account.

By separating the credit check into its own child case, it can be reused by other top-level case types, such as applying for a loan.

Related information

Creating a case type

Creating a top-level case type

Creating a child case type

Understanding case hierarchy