An order fulfillment case type allows a customer to update user profile information during the...

To enable customers to update any of the user profile pages (Account ID and password, Customer contact information, A list of open orders with the status of each order) at any time during case processing in an order fulfillment case type, flexibility and accessibility are key.

D. Add a set of optional actions to the case workflow: Optional actions provide a mechanism for incorporating activities that can be initiated by the user at their discretion, outside the primary progression of the case. By defining optional actions for updating each area of the user profile, customers are afforded the flexibility to make updates whenever necessary throughout the case lifecycle, without being constrained to specific stages or assignments.

Adding an optional process (A) could introduce the functionality but might be less direct than optional actions for specific updates. Adding a button for each profile page to each assignment (B) might unnecessarily complicate each assignment’s UI. An alternate stage (C) typically represents a divergent path in the case lifecycle for handling exceptions or additional processes and might not provide the anytime accessibility characteristic of optional actions.