Case Manager

In order to improve your core business processing you must gather your mission-critical data into a single location and make it accessible in real-time and on-demand.

FINEOS has engineered its innovative, enterprise software solutions to provide comprehensive case management.  Through the structuring and consolidation of information, FINEOS solutions can provide automatic straight-through processing and a single-view of the customer.

FINEOS solutions establish an electronic case file that can be used to manage all case-related work, including forms, documents, in-bound and out-bound inquiries, and financial transactions. 

Case Manager capabilities are engineered to be hierarchical, so they can handle even the most complex situations, such as a multiple party automobile accident, a workers’ compensation claim or a long-term disability case.

Case Manager allows institutions to group information on multiple levels, and allows that information to be presented through reports on parties or groups, regardless of their role in the case type.  So, for example, data can be analyzed regarding an individual loss case, for all cases associated with a specific provider, or all policies relating to certain coverages. This information is also useful for making adjustments to pricing and reserving, in order to improve loss rations, based on historical data. 

Case Manager also provides functionality to view items on a sub-case basis. Multiple views of a single case allow appropriate users to view (based on secure profiles) and action multiple aspects of a case concurrently.  For example, activities being conducted by a fraud investigator will be hidden from the view of a claimant who is inquiring on claim status. 

Comprehensive case management allows institutions to link all related records and provides visibility into case histories and activities.  This allows for detailed reporting for compliance and operational initiatives.  Additionally, the configurable nature of Case Manager allows you to establish and enforce processes such as document generation, intake scripting, and service level alerts. These processes are based on your business rules through integration with the Rules Manager.

From the establishment of a case through to resolution, the Case Manager capabilities provide you with the information you need – when you need it – to help increase the efficiency of your operation.

Case management functionalities are built within the FINEOS Enterprise Platform, a customer and case centric, rules-driven, component-based product platform that delivers powerful core processing against an enterprise business model.