How should a requirement that allows customers to update their address during case processing be configured?

The most effective way to configure a requirement that allows customers to update their address during case processing is by adding a case-wide optional process. This approach enables business users to define a specific process that can be integrated into the overall flow of case management without significantly altering the structure of the case type itself.

An optional process provides flexibility, allowing customers to update their address at any point during the case lifecycle whenever necessary. This seamless integration keeps the focus on the main case flow while still providing an efficient way for customers to make updates as needed. Additionally, since it is optional, it does not force the address update process to be mandatory, accommodating cases where customers may not wish to change their address.

Other configurations, like creating a new case type, would complicate the process and introduce unnecessary overhead for a task that can be handled within the existing case structure. Using a data transform could facilitate the update of data but would not provide a user interface to perform the action during case processing, thus limiting usability. Implementing a stage condition would control when the address update process could occur but would not inherently include a user-friendly method for the customer to make the update without additional setup.