Case

Definition

Every time you start a process in Atfinity, you create a new case.

There are two types of cases:

1. Creation: the outcome of the case is, when approved, the creation of a new instance.
2. Lifecycle: the case, if concluded successfully, modifies an existing instance.

During the case, Atfinity asks to provide information which is part of the process, either because it's on a document or needed in a rule. The information provided by the user forms the instances of ontologies.

Owner and assignee

Every case has an owner and may have an assignee. Case visibility is built on the owner, through the permissions a user holds:

• By default a user sees the cases they own.
• View Cases / Instances from Groups adds the cases owned by users in their groups.
• View All Cases / Instances adds every case, regardless of who owns it.

Access to the process applies on top of all three, so a process whose access is restricted stays out of reach either way. The assignee is the user expected to work on the case and has no effect on who can see it.

Who can be picked as either is limited by a further pair of permissions, Change Case Owner to any User and Change Case Owner to Users of same Group, with the same pair for the assignee.

Example

Creation

During a case, Atfinity asks for information like account type and signing place, as well as first and last name of the account holder. Providing this information leads to two instances: An account opening contract and a person who's the account holder.

Lifecycle

A client of a bank has moved to another country, so his/her personal information need to be updated. That's the purpose of a lifecycle process. After a lifecycle case is completed, there won't be a new instance of a person or a contract. The contract and the person stay the same, however the person's information like address and domicile have changed.