Use the optimistic locking option on the case types.

Create a Registration subcase configured to run in offline mode.

Leverage the default object lock contention requeuing capability.

Override DetermineLockString to use .AccountID instead of .pyID as the lock string.

Add a wait shape to the mortgage flow with a case dependency to advance the mortgage flow to the next assignment when the credit report case is resolved.

Insert a credit report assignment in the mortgage flow with a SLA to check the status of the credit report case and call the ResumeFlow activity when the credit report case completes.

Include a split join shape in the mortgage flow to include the credit report flow. Use the All option on the split join shape to ensure the credit report is complete before routing to the specialist.

Modify the credit report flow to move the mortgage case to the specialist. The application routes the assignment to the specialist with the least amount of work.

Define most of the properties and sections at the work pool level.

Create a data type (if required) that corresponds to the case type.

Use the data reference field type in a case type's data model tab.

Drag and-drop a field group when defining a case view.

Define case type views using ".page.property" syntax.