What is the primary role of the 'Case Type' in Pega?

The primary role of 'Case Type' in Pega is to define the lifecycle and structure of cases, including stages and steps. Case Types are fundamental to the Pega platform as they create a framework for how work is managed from initiation to resolution. They encapsulate the business processes and policies that govern how cases are handled, ensuring consistent management throughout their lifecycle.

Each Case Type defines key components such as the various stages the case will go through, the actions that can be performed at each stage, and the required data fields. This structured approach allows users to visualize, execute, and optimize processes within the application. By establishing clear paths for case progression, Case Types enhance operational efficiency, ensuring that users have a coherent and manageable approach to case handling.

Considering the other options, while user preferences and application settings may be managed separately in Pega, they are not the purpose of Case Types. Data input and output management can occur within a Case Type, but this is just one aspect of its broader role. Likewise, configuring user permissions and access levels is handled through access control mechanisms and not a function tied directly to a Case Type's primary purpose. Thus, defining the lifecycle and structure of cases stands out as the core responsibility of a Case Type in