Patent Document ID: 9922059
Application ID: 14502066
Patent Flag: 1

Claim One:
1. A method of managing a case, comprising: at a computer having a processor and at least one non-transitory memory, the at least one non-transitory memory containing instructions causing the processor to: deploy a first version of a case model, the first version of the case model defining a hierarchy of case nodes, wherein each case node comprises a hierarchical container, and each case node of the first version of the case model is associated with user data or behaviors from a first set of user data or behaviors; generate a first set of case instances using the first version of the case model; deploy a second version of the case model, the second version of the case model associated with user data and behaviors from a second set of user data and behaviors, wherein the second set of user data and behaviors includes at least one behavior or item of user data from the first set of user data and behaviors; store, in the non-transitory memory, the first version of the case model and the second version of the case model, the second version having in common with the first version at least a subset of a case model definition comprising the first version of the case model; responsive to deploying the second version of the case model, updating the case instance data of the first set of case instances to associate the first version of the case model with the first set of case instances associated with the case model, the first set of case instances generated prior to deployment of the second version of the case model; generate a second set of case instances using the second version of the case model; and associate the second version of the case model with the second set of case instances associated with the case model.