Intelligent Solutions

Dynamic & Collaborative
Case Management

Deliver customer-centric implementation within core back-office operations to increase retention and focus on the complete customer experience.

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Case Management

📋 Entity Centric

⚙️ Low-Code

🔍 360° Insight

🚀 LOB Integration

Process Transformation

The Future of
Customer Experience

Integrating customer centric entity, case, content and process management with client communication and analytics extends the capabilities of existing systems. It enables better end-to-end customer services to increase customer retention and focus on the whole customer experience.

The digitally transformed solution delivers a dynamic Case Management low code implementation within the core back office of customer and adviser service operations.

What is a Case?

A Case is a unit of work created in response to a request—such as a new policy or complaint. It manages all activities in an end-to-end process.

Case Work Folder: All information is stored in a centralized folder.
Work Items: Represented by delivery to a specific Work List.
Outcome Insight: Detailed analytics on who worked on what, and when.

Platform Capabilities

Single Framework For Multiple Solutions

📂

Case Lifecycle

Create, Close & Reopen Case
Index and Re-Index Case
Resolve Case Outcome
Link Multiple & Entity Cases
Search Case & Global Query
Pend / Auto Match / Auto Un-pend

⚙️

Automation & Flow

Map Business Process & Workflow
Configure Straight Through Processing
Distribute Case to User / Work Step
Escalate Case & Case SLA
Process Case Tasks
Delegate Task to an Expert

☁️

Content & Documentation

Upload/Download Content
Manage Content Version & History
Check Document Checklists
Create Correspondence from Case
Update Case Metadata
Task Checklist Management

🖥️

Interface & Interaction

Persona Based User Interface
Dynamic Form Layouts
Provide Breadcrumb Navigation
Favorites and Recent Queries
Access via Web Browser & Mobile App
Secure Portal for Public Use

📝

Collaboration

Assign & Reassign Case
Add Notes to Case
Send Email Notifications
Case Dashboard & Timeline View
Manage Collaborative Tasks
Audit Trail of Actions

📊

Insights & Systems

Generate Reports and Analytics
Integrate with 3rd Party Systems
Email System Integration
In-house Database Connectivity
Real-time Intelligence
Multi-level Data Mapping

Strategic Value

Operational Benefits

Transforming typical challenges into streamlined digital advantages through intelligent automation.

⚡

Efficiency & Costs

Reduce overall operational costs
Streamline processing for higher work volume
Automatic, verifiable, and consistent decision-making
Update rules and processes without programming

🤝

Customer Experience

Serve customers faster and more accurately
Real-time claims status for agents and customers
Reduce support issues through better information
Provide a superior, modern customer experience

🛡️

Compliance & Security

Complete audit trail of all documents and actions
Easy access control for security regulations
Control risks while meeting regulatory requirements
Verifiable history for every processed claim

📊

Management Control

Visibility for pending and issued applications
Business Intelligence in key performance areas
Real-time monitoring of LOB process status
Data-driven insights for operational growth

Dynamic & Collaborative
Case Management