Question


ING
NL
Last activity: 12 Feb 2016 2:09 EST
Invoking a top Case from another Top Case or Child Case.
How do we call a top case from another top case or another child case? Here the two cases are not linked to one another. If they can be called how data of calling case will be available to the called case? Please explain.
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Accepted Solution


ING
NL
Thank you for your valuable suggestions Joel and Phani,
The inputs given by you were very useful. My question is creation of a top case from a childcase of other top case.


Pegasystems Inc.
FR
Hello,
I guess we will need to know a bit more about the context to give you an answer but at the end it will surely be the use of Obj-Open-By-Handle method (taking the lock or not) on a dedicated pages in order to access the corresponding data.


ING
NL
Thanks for the reply.
To be more clear on this
Let us suppose I have a top level case as DebitCard. After meeting some prerequisites, lets say the amount of transactions that user makes per month; the bank wants to offer him a CreditCard. Then I will have another case as CreditCard.
So if I have to design these two cards as two top level cases, then I must have the credit card linked to this debit card. That means my Debit card case should hold he data of the credit card as well. And the credit card case must be invoked from the debit card case when specific conditions are met. How can this be achieved. I have checked and saw that only a case can be invoked from another provided the case that has to be invoked is a child case.
My scenario is that both are top level cases and they are loosely coupled.


Pegasystems Inc.
IN
Hi Ravi, Good Morning!
could we attempt the following steps to create/initiate credit card onboard case to the customer...
background processing
- Query the transaction table using debit card number limiting to one month
- compare the pxResultCount with Dynamic system setting rule
- if the pxResultCount is greater than the value specified in Dynamic system setting then create credit card onboard case
- while creating credit card case have either the debit card number, account number or customer unique identification number for cross relation-ship purpose.
straight through processing
- search with debit card number
- limit the search query to load transactions performed within one month to be displayed on UI
- when the pxResultCount is greater than the value specified in Dynamic system setting then
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display a button with onClick event to
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create credit card onboard case...
- linking with either the debit card number, account number or customer unique identification number
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create credit card onboard case...
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display a button with onClick event to
Please share your thoughts/comments, Thank you!
psahukaru


Pegasystems Inc.
AU
Is the question here in regard to creating the case, or in regard to how to access the others data from the alternate case and vice versa?
Top Level Case creation can be achieved with the Case Create Smart Shape or through an Activity (using OOTB CreateWorkPage and AddWork).
Provided you store the ID of the created case; this would allow you to retrieve the created Cases data.
While this wouldn't be as transparent as a child/parent case using pyWorkCover this would achieve the desired outcome.
Accepted Solution


ING
NL
Thank you for your valuable suggestions Joel and Phani,
The inputs given by you were very useful. My question is creation of a top case from a childcase of other top case.


virtusa
IN
we can even use ticket to achieve this requirement