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Case Management - Introduction

Case management in Pega defines the flow of work. A case can be broken down into a case type, flows, and backend rules. A case type establishes the structure of a case, while flows invoke case stages using subprocesses. Backend rules include data transforms to initialize case fields, work parties to assign ownership, and classes to categorize cases. Remote case types under federated case management enable accessing cases across different applications.

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Sadiq Shaik
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76 views3 pages

Case Management - Introduction

Case management in Pega defines the flow of work. A case can be broken down into a case type, flows, and backend rules. A case type establishes the structure of a case, while flows invoke case stages using subprocesses. Backend rules include data transforms to initialize case fields, work parties to assign ownership, and classes to categorize cases. Remote case types under federated case management enable accessing cases across different applications.

Uploaded by

Sadiq Shaik
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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2.

Case Management – Introduction


1. What is Case?

Case defines work.

Example: Flow of a CASE

2. How a case can be broken down in PEGA?


3. What is Remote Case Type?

It comes under Federated Case Management (FCM): It enables to access cases from different
applications.

4. What are the backend rules created after creating a Case Type?

(A) Case Type


(B) Flow – pyStartCase

This flow uses ‘pxStartCaseType’ as sub process and invoke case stages.

(C) Data Transform – pyDefault and pySetFieldDefaults

Used to initialize certain values for the case ex: pyWorkIDPrefix (A-101, B-102)

(D) Work Party – pyCaseManagementDefault


This can be extended based on your business requirement
(E) Class – PKS-KnowPega-Work-Claim

5.

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