A relationship indicates a personal relationship between a person participant or prospect person participant and another person, e.g., spouse, appointer/appointee. When a relationship is added for a person participant or prospect participant, the system automatically adds a reciprocal relationship for the related person. For example, if a spouse relationship is stored for a person participant, the relationship is also automatically stored for that person participant's spouse.
Relationships defined between participants are used during integrated case processing. A user can add one or more people who the primary client is related to as case members on an integrated case. Any familial relationships already defined for the participant who is the primary client are already available to be selected on the integrated case. This eliminates the need for a user to search for the primary client's family members.