Workflows in CDM organize operational work by generating and tracking normal Tasks.

Core Idea

Tasks are the execution layer. Workflows are the orchestration layer.

A workflow does not create a separate task system. Workflow-generated work appears as normal CDM tasks with workflow metadata.

What Workflows Do

Workflows can:

• Generate tasks from client, loan, or work plan status changes.
• Mark generated tasks as workflow tasks.
• Set required tasks.
• Assign workflow stage codes.
• Set task track metadata.
• Calculate due dates from due offsets.
• Show required progress and blocking tasks.

What Workflows Do Not Do Yet

Current workflow behavior does not yet include:

• Full workflow instance management.
• Automatic status advancement.
• Dependency engine.
• Supervisor override flow.
• Role-to-user assignment resolution.