In configuring case types for a loan application process, what should be the relationship between loan request and appraisal?

In the context of configuring case types for a loan application process, the relationship between loan request and appraisal is crucial for maintaining a clear and logical structure within the case management process. The correct arrangement is that the appraisal should be a child case to the loan request.

This is because the appraisal is a specific task or activity that needs to occur as part of the larger loan request process. The loan request is the overarching case that encompasses all necessary steps required to complete the application for a loan. By structuring the appraisal as a child case, the system can link the appraisal directly to its parent loan request, ensuring that it is performed in order to evaluate the request adequately. This structure allows for better tracking and management of associated tasks, as well as facilitating workflows that can depend on the results of prior steps in the process.

When the appraisal is a child case, it ensures that any updates, statuses, or outcomes related to the appraisal are directly visible in the context of the loan request, which adds clarity and efficiency to the case management process. Additionally, it allows automated workflows and dependencies, such as moving to the next step of the loan request once the appraisal is completed.