The U+ Corporation uses Pega software for mortgage underwriting tasks.

Wait Shape with Case Dependency:

The best practice in Pega for handling dependencies between cases is to use a Wait shape configured with case dependencies. This ensures that the mortgage case waits for the completion of the credit report case before proceeding.

By configuring the Wait shape to monitor the status of the credit report case, it ensures that the mortgage case automatically resumes once the credit report case is resolved.

Process Configuration:

In the mortgage case process, insert a Wait shape where the process needs to pause for the credit report.

Configure the Wait shape to depend on the resolution of the credit report case. This can be done by specifying the case ID of the credit report as a dependency.

Automation and Efficiency:

This method is efficient as it automates the waiting process without manual intervention. The mortgage case resumes automatically once the credit report case completes, ensuring smooth workflow automation.

It avoids the need for complex SLAs or additional activities to check the status of the credit report case, simplifying the process design.

Routing to Specialist:

Once the Wait shape condition is satisfied, the process flow continues to the step that routes the mortgage case to a specialist.

This ensures that the mortgage case is routed at the appropriate time, maintaining process integrity and efficiency.