Dividing work with child case types
|Description||When to use a sub-case to assist with processing work|
|Version as of||8.4|
|Capability/Industry Area||Case Management|
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?
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.