How should a loan request and appraisal be configured to reflect their relationship in a mortgage application?

In a mortgage application, it is crucial to establish a relationship between the loan request and the appraisal to ensure proper processing and management of the associated data and workflows. Configuring the loan request as a parent case type and the appraisal as a child case type effectively reflects this relationship.

When the loan request is designated as the parent case type, it signifies that the loan request acts as the primary or overarching process. The appraisal, being inherently reliant on the details of the loan request, is made a child case type. This hierarchical structure allows for better organization and management of the related information, ensuring that the appraisal is directly linked to its corresponding loan request.

By using this case-type structure, any changes or updates to the loan request can automatically impact the related appraisal, thereby enhancing the overall efficiency and accuracy in handling the mortgage process. Additionally, this configuration allows for streamlined case management, easier tracking of dependencies, and a clearer representation of the application’s workflow.

While other potential configurations could be relevant, designating the loan request as the parent allows for a better understanding of the dependency and sequence of operations needed in processing the mortgage application effectively.