A case type represents work in your application that follows a life cycle, or path, to completion. Each case type contains data and attachments that provide relevant details about the work that you are processing. Instances of case types are called cases.
For example, your Auto Insurance application can have an Accident Claim case type. The Accident Claim can include two other case types, Vehicle Damage and Bodily Injury, which need to be addressed before the Accident Claim can be closed. When you process an Accident Claim, you can attach a police report to the Vehicle Damage case and hospital records to the Bodily Injury case.
When adding a case type to your application, consider how users create, or instantiate, the individual cases. Identify the relationships between this new case type and other case types. Understanding these details helps you create the appropriate case type.
Supported case types include:
Top level — A case type that does not have any parent case types but can cover, or become a parent of, other case types. Typically, instances of this case type are manually instantiated by case workers using the Case Manager portal.
Child — A case type that is covered by a parent case type. Child case types represent work that must be completed to resolve the parent. You can instantiate child case types manually or automatically.
Remote — A top-level case type that supports users in a federation. The case type can be defined in one system while individual cases are instantiated and processed in other applications.