Operational Data Store (ODS) Entity
The entity that is stored centrally allows us to capture data against the entity that can be surfaced across different work types/areas within Clio Operate. The ODS entity holds the details that specifically relate to that person or organisation irrelevant of how they are involved in any work.
Participant and Party Types
The type of participant - a classification of the ODS Entity. For example:
- Organisation
- Person
- Team
- User
- Vehicle
A party type is a sub type of participant type. It is more granular and specific in terms of what that participant type is. For example:
| Partipant type | Party Type |
|---|---|
| Organisation |
Client Bank Law Firm |
| Person |
Client Expert Lawyer |
| User |
Case Handler Manager System Administrator |
Participant Role
The role the participant plays in a piece of work. For example, a person who raises a complaint is given the role of Complainant. Other typical roles include Client, Claimant, Defender, Employer, Member of the Public, Court.
Participant
The entity, such as a person, organisation or vehicle, that is related to a piece of work by assigning them a role. For example: a person who is a client, a person who is a buyer of a house, a law firm who represents a claimant.
Recap
