In each particular organization, there may exist many case types that are very similar to their structure, process, and people involved. For example, in bank account opening software all cases contain the same kind of information, such as last name, first name, address, social security number, and so on. Also, those cases travel through a similar process. In addition, the people who work on or are involved in those cases have the same business roles or are from the same team.

A Case is the main object in the Case Management system. The case is usually a digital representation of a real-life business entity, describing the activity of a particular organization. Examples of cases include bank accounts, insurance claims, court cases, etc. Cases are created and managed in a particular way according to business rules imposed by an organization. Each case is defined by a set of properties and information, which are essential for this particular case. Also, the case is defined by its life cycle. Depending on the specific use case a case may exist for a long time and go through multiple processing phases or be closed in a matter of minutes from the opening. Cases may travel between different caseworkers, departments, or even organizations.

It will be fair to say that all cases in account opening applications belong to the same case type. In mortgage approval applications the cases have a different structure, process, and people compared to account opening cases, but mortgage cases also have similar information structure, process, and people involved. So it is fair to say that mortgage cases belong to the same case type.