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Case Life Cycle design

Business process modeling

Pega Platform™ supports the case life cycle design modeling technique. This model enables business users to see and interact with a case the same way that they think about it. Each case life cycle contains stages, processes, and steps.

For example, the case life cycle for an Onboarding case type allows the HR, Facilities, and IT teams to set up a new employee for their first day.

To accommodate the complexity and specific needs of your business, Pega Platform supports different types and configurations for stages, processes, and steps. 

In the following image, click the + icons to learn more about the Onboarding case life cycle.

Note: Using Pega Express™, during case design, you define the case life cycle, the personas involved in the case type, and the data objects you need to complete case processing.  Capturing the initial case design is an integral part of Pega Express.

Stage transitions

When you design a case life cycle, consider how the case transitions from one stage to another.

In the following image, click the + icons to learn more about the transition options that are available in the stage contextual properties pane.

Note: You cannot configure stage transitions on the Create stage.

Stage transitions with automations

Use Change stage automation steps to transition the case progression to a specific stage automatically. This type of configuration is most useful for automated transitions to and from alternate stages.

In the Onboarding case, you add a Change stage automation to the Approval Rejection alternate stage. You configure the Change stage step to advance the case to the Verification stage once the IT setup selections are modified. 

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