Case management

Sending cases to administrators, common basket, case assignment, problem management, automatisms

Case management

The management of ongoing cases raises several challenges. Having a clear picture of all ongoing cases, assigning administrators, handling conflicts in the workflow and ensuring that administration progressed seamlessly are a big challenge. This is what the CRAFT Case Management module can help you with. The module keeps track of all ongoing cases and sends them to the designated administrators. To support organisational units in doing their job, the case management system provides tools to assign cases associated with the unit to specific administrators, and allows administrators to take cases from the common basket. It supports handling problem cases. The system gives a clear picture of the cases at company, organisational unit and administrator levels. The progress of each case can be tracked, and cases which are close to or, possibly, have passed their deadline become easy to detect.


  • Manage an administrator's ongoing cases via a single function
  • Manage cases as a co-administrator or as an observer
  • Assign cases associated with an organisational unit or administrator group to specific staff members
  • Manage cases taken from a common basket – administrators can assign tasks to themselves
  • Re-assign tasks to a different administrator, involve co-administrators
  • Create a reply
  • Initiate a request for corrections, detect the receipt of documents sent to resolve discrepancies
  • Initiate additional processes (e.g. request a legal opinion)
  • Manage problems, involve an administrator with a higher competence level
  • Manage deadlines, escalate cases
  • Add comments to cases, manage alarm-level comments
  • Add electronic documents (files) or file links to cases


Administrators can perform all their tasks from a single location. The system takes care that the appropriate administrators receive the cases.

Easy overview of what cases are in progress at organisational unit or at company level

All information related to a case is available at a single location.

If a user encounters a problem during administration, the system provides them with tools to get help and solve the problem as soon as possible.

The case management progress is documented, so it can be retraced who did what and when, and what decisions they made.

General features

  • Bespoke solutions
  • Reliable systems tailored to the needs of financial institutions
  • Processes and data content can be designed by the principal
  • Solutions working closely with other systems used by the company