Invoking Workflows

Cúram Intake provides configuration options for two workflows to be invoked when the application case is created: an Application Case Created workflow and a Straight Through workflow.

The Application Case Created workflow can be used by the organization to invoke a workflow process, for example create a task or a notification, when the application case is created. If specified, the workflow is invoked when the application case is created.

The Straight Through workflow provides the organization with the option of defining a workflow that will authorize the programs on the application case automatically, and create the ongoing case without worker intervention. If specified, the Straight Through workflow is invoked if all clients have been fully registered, i.e., there are no prospects on the application case. If there are one or more prospects, the straight through workflow is not invoked at this point. The workflow is only invoked for applications submitted online, or application forms submitted by an internal worker. It is not invoked when the application case has been created directly as there is not enough information to process the application case automatically.