The Integrated Case Strategy must be defined in order for the system to
identify whether a new or existing integrated case should be used when
program authorization is successful. The integrated case is used to host
any product deliveries created as a result of the authorization. If a new
integrated case is created, all of the application case clients are added
as case participants to the integrated case. If an existing integrated
case is used, any additional clients on the application case are added as
case participants to the integrated case. Any evidence captured on the
application case that is also required on the integrated case is copied to
the integrated case upon successful authorization. The configuration
options for the integrated case strategy are as follows:
- New
- A new integrated case of the specified type is always created when
authorization is successful for one or more programs on an
application
- Existing (Exact Client Match)
- If an integrated case of the specified type exists with the same
clients as those present on the application case, the existing case is
automatically used. If multiple integrated cases that meet these
criteria exist, the worker is presented with a list of the cases and
must select one to proceed with the authorization. If no existing
cases match the criteria, a new integrated case is automatically
created.
- Existing (Exact Client Match) or New
- If one or more integrated cases of the specified type exist with
the same clients as those present on the application case, the user is
presented with the option to select an existing case to use as the
ongoing case, or to create a new integrated case. If no existing cases
match the criteria, a new integrated case is automatically
created.
- Existing (Any Client Match) or New
- If one or more integrated cases of the specified type exist, where
any of the clients of the application case are case participants, the
user is presented with the option to select an existing case to use as
the ongoing case, or to create a new integrated case. If no existing
cases match the criteria, a new integrated case is automatically
created.