12.3 Defining Case Class

This section describes the key features and how to define a Case Class.

  • A Case Class is the topmost definition through which a case is created.
  • Used for grouping casetypes.
  • Add and modify the caseclass.
  • Does not impact directly on the ECM workflows.
  • Updated even if cases are linked to case type.
  • Cannot remove existing case classes.

Adding Case Class

This section explains how to add a new case class. For example, AML and Fraud.

To add a new case class, follow these steps:
  1. Navigate to the Case Designer page.
  2. Click the Case Class Definitiontab.
  3. Click Add. The Case Class Definition page is displayed.

    Figure 12-3 Case Class Definition

    This image shows the Case Class Definition screen.
  4. Enter the following information in the respective fields.
  5. Click Save. The following message is displayed: Case Class is createdsuccessfully.
  6. Click OK. The Case Class is added to the Left Hand Side (LHS) menu.

Editing Case Class

This section allows you to modify the existing case classes. Any change to the case class is reflected in the ECM UI.

Note:

A Case Class is updated even if cases are linked to the case type.
To modify a case class, follow these steps:
  1. Navigate to the Case Designer page.
  2. Click the Case Class Definitiontab.
  3. Select the existing case class in the LHS menu. The case class details are displayed in the RHS panel.
  4. Modify the necessary information in the required fields.
  5. Click Save. The following message is displayed: Case Class is updated successfully.
  6. Click OK. The Case Class is updated in the LHS menu.