Case File Management
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According to Forrester Research, case management will continue emerging rapidly over the next couple of years to support four primary needs:
- Investigative: Meeting increased demands for transparency from regulators, auditors, and litigants
- Incident Management: Focusing on lean operations by methodically identifying and eliminating “incidents” that fall outside standard process parameters
- Service Requests:Better management of costs and risks involved with processing various customer-service transactions and requests such as consumer loans, mortgages, insurance claims or health benefits.
- Fulfilling the increasing number of citizen requests of government agencies and meeting taxpayer demands to respond quickly and cost-effectively.
- Rapid deployment
- Easy user adoption
- Filing rules enforced
- No hardware required
- Share information with Case Management Systems
- Know who has touched files
- Support telecommuting
- Records Management for proper retention
- Reporting
- Customizable indexing
- Multi-level user permissions
- Version control
- APIs for sharing information with CMS
- Set reminders on important files
- Search by index fields or document content
- Drag and drop files
- Outlook and Gmail integration
- Optional workflow for routing cases through review processes
- Insurance Claims
- Legal cases
- Freight damage and loss claims
- Employee complaints
- Customer complaints