There are a couple options where you can use workflows along with REST service/Script Tasks to retrieve the data you need. From the 'Investigation Case' workflow, you can issue REST calls to the entity 'Claims' object in order to retrieve the data required into workflow variables that can be used later in the process. Another option is to drive the updates from a workflow running against the entity 'Claims'. This workflow can update the 'Investigation Case' entity itself with the extended field data using REST calls. The new fields would be added to the 'Investigation Case' entity and can then be directly used in its workflow. Fraud & Compliance R&D have requested similar support for the workflow to read from/write to other entity objects as part of the workflow process; however this would have to be prioritized by Product Mgmt.
... View more