Open Text Case Management Framework

Rapidly create case management applications using a common, configurable foundation for fast, effective case resolution and improved client service.

 

Benefits

  • Improve case worker efficiency and productivity

  • Provide better constituent/customer service

  • Ensure the integrity of case content and processes

  • Minimize exposure to risk

  • Highly configurable common architecture for multiple case applications

  • Reduce deployment costs

  • Increase user adoption

  • Meet U.S. Department of Defense standard 5015.2 regulations

 

Open Text Case Management Framework provides a powerful multi-client architecture that acts as a common platform for organizations to easily configure different case applications without the need for customization or programming.

Case management applications provide structured processes that guide case workers through tasks requiring attention at each stage of a case’s lifecycle. The Open Text Case Management Framework provides the ability to control the type and flow of structured and unstructured case content from the point an event triggers the need to create a case, through case file creation based on business rules and templates, investigation/discovery and preparation stages, approvals processing, case closure/resolution and subsequent record creation for compliance requirements.

Case workers benefit from a centralized view of case related information regardless of content type, be it in the form of documents, emails, meeting minutes, interview transcripts, photos or other relevant exhibits. User views can be tailored based on roles and permissions, with content being serviced from numerous repositories, not just the content stored within the Open Text ECM Suite.

Equally as important as providing the framework for more efficient team collaboration, applications built on the Open Text Case Management Framework help control the risks associated with the content and management of cases, supporting compliance to regulatory or business requirements with comprehensive records management functionality.

Open Text Case Management Framework offers all necessary means to organize the storage, control, and retrieval of case documents leveraging the Document Management, Records Management, Workflow, and Archiving capabilities of the Open Text ECM Suite.

Features

Click each of the following features to learn more about the key capabilities of Open Text Case Management Framework

Case application management

Satisfy the requirements of individual departments or entities by managing multiple, independent case applications built on a common framework.

Process automation

Connect people and information to integrate quality assurance activities into your review and approval processes. Reduce periods of inactivity, achieve shorter lead times, and improve quality through confidentiality principles.

Team collaboration

Bring case workers together in a collaborative ECM framework. Allows for full transparency on each person and role assigned. Access to predefined case data can be permitted to external parties.

Central repository and access control

Store and manage all types of case content formats in electronic files to ensure full transparency on business transactions. Protect sensitive information from unauthorized access with a multi-level authorization model.

File management

Dynamic allocation of templates and assignment of metadata, roles and permissions using a wizard technology. Structured and automatic storage of transactional content, and correlating information in Transaction Binders and Case Files.

Follow-up management

Follow-up Management functionality allows you to monitor the tasks associated with cases.

Information retrieval

Search across active and archived content. Highlights key terms based on metadata, XML, and natural language queries.

Records Management

Complete visibility to actions and decision-making processes with audit mechanisms applied throughout the complete case lifecycle ensuring proper classification, records retention, long-term archiving, and ultimate disposal of the case information.

Revision-proof archive

Ensure case lifecycle meets regulatory and standards provisions: secure, revision-proof, complete, compliant and reproducible without loss, and integrated with a database-assisted search engine.

Paper capture

Documents are scanned to ensure media consistency and guarantee record completeness. Barcode functionality allows automated capture of paper-based case documents and stores them in the correct process of the appropriate case.

Virtual Folders

Allow multi-dimensional, dynamic access to cases with flexible configurable views on information (for example, cases by case worker, status, region, and so on).

Reporting

Make decisions faster with real-time analysis of all cases providing the ability to identify bottlenecks and better manage worker case load. Gain visibility to potentially problematic case management activities.

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