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Hi Richard, It's been a long day hope you got the answer to your question, if yes, then kindly share your experience so that we can learn something new in Appian
I just posted on my blog about how to implement long-living processes or tasks. https://appian.rocks
Regrading the dynamic data, I do not recommend to try to build another level of abstraction on top of Appian. There are use cases that require this, but doing that well is a major challenge.
I've done it by building out what I call "Activities". It's basically a checklist of sorts. Users can launch each of the activities but we can also trigger activities automatically based on the completion of other activities. The activity process is generic to all activities, just a couple of tasks. The task forms are specific to each activity. The data common to each activity is stored in the activity table but we have other domain specific data that is stored in various Records.