Case Management Solution

Case Management Solution provides case workers with a 360° view of all the information they need to drive the—often unpredictable—work that requires their knowledge and expertise. A complete toolkit enables the creation and rapid deployment of “document aware” case management solutions that are natively integrated with the OnBase suite of products. Organizations can eliminate disparate data management methods, such as spreadsheets and departmental databases. Whether managing service requests, resolving issues or qualifying opportunities, control all aspects of the case including tasks, documents, forms, and events. Make better business decisions and maximize productivity by connecting the right people with the right information at the right time.

Solution Benefits

360 View of The Case

Provides a consolidated, 360° view of “the case” including all data records, related documents and processes

Rapid Deployable Solution

Enables creation of high-value, low cost, rapidly deployable solutions without custom application programming

Reduce Search Time Across Multiple Data Sources

Maximizes knowledge worker productivity by reducing the need to search for information across multiple data sources

Native Integration with Our DMS Solution

Natively integrated with the our Document Management Solution suite and able to leverage all enterprise-class content management capabilities

Scale to Any Size

Scales to any size solution, with the ability to create business applications that range from departmental to enterprise-wide

Solution Design

Case workers have a complete 360° view of all case-related information tailored to their job role, including data records, documents, forms and history. From a single interface, they can drive all activities, such as task delegation, events scheduling, and status monitoring—managing the case end-to-end to achieve the desired outcome.

Features Highlights

Point-and-Click Configurable Framework

Point-and-click configurable framework for rapid solution creation and deployment

Integrated Screen Designer

Integrated screen designer allows for complete customization of views and screens for all users

Automatically Links Related Folders & Documents

Automatically links related folders and documents in our Document Management System

Capture History & Event Logs

Capture history and event logs for a complete and permanent record of all interactions and activities

Natively Integrated with Workflow Engine

Natively integrated with OnBase Workflow allowing data records to be routed through Workflows and the automated execution of work without the need for custom scripting

Displays Complete View of Business Data

Displays a complete view of business data including data from disparate, external data sources


Service Request Management

Employee Onboarding, IT Projects, Contract Management and Permitting Applications, are just some examples of the types of service requests that need to be managed by knowledge workers. From the moment cases are assigned, they require a multitude of tasks and activities until they are completed or fulfilled. Use WorkView | Case Manager to access and control all of the information in one place, enabling easier accessibility and faster decision making.

Incident/Issue Resolution

Case Management Solution can be used to document and manage all the interactions and discrepancies that occur in the life of any typical business process. Eliminate the need for a user to search for information across disparate data sources in order to resolve Help Desk Tickets, Collections Disputes, Service Complaints orQuality Management Issues. Provide visibility to all of the information—and a complete history of related issues—in one unified view.

Investigative Case Management

From Recruitment to Loan Underwriting to Audit Requests, the unpredictable processes tackled by case workers are many. From a single interface, case workers can drive these processes and all related activities, including documenting progress, delegating tasks, scheduling appointments, and more. Workers’ knowledge and a complete history of all activities are captured as each case moves through the process, and can be applied to better manage future cases.