A customer calls to apply for a new bank account.

In the scenario where a customer service representative (CSR) might need to provide written information about different account types during a case, adding flexibility to the case lifecycle is key.

C. Add a case-wide optional action: This approach allows the CSR to initiate the action of sending or requesting information at any point during the case, without being tied to a specific stage or assignment. Case-wide optional actions are accessible from anywhere within the case, providing the necessary flexibility to respond to the customer's request at the moment it occurs, regardless of the current case stage or assignment.

The other options, such as adding a user view (Option A), adding an optional action to a specific stage (Option B), or adding a router (Option D), either limit the action to a particular context or don't directly address the need to provide information flexibly throughout the case lifecycle.