Products must be assigned to at least one integrated case category in order for cases based on that product to be created from within an integrated case. These categories are used to group similar products. Examples of categories include social assistance, illness, and financial. Each category is used to define the subset of products that may be added to that particular type of integrated case. Products can be assigned to existing integrated case categories. Only products that belong to the selected integrated case category may then be added to that integrated case at the case level. For example, if an integrated case is assigned a category of social assistance, then only products that belong to the social assistance category can be added to that integrated case. Note that products can belong to multiple categories. This enables cases that are based on that product to be added to multiple types of integrated case.