Occasionally, an insurance claim might be erroneous or even fraudulent. To detect fraud and optimize the way in which the application routes work and...

Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...

Promote Case processing efficiency and improve application flexibility by leveraging savable Data Pages and systems of records to store and update...

Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...

This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...

During development, before database integrations are configured. You can simulate an external data source to test functionality when a data source is...

Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility. 

Capture and present data in your application to provide the information that is necessary to complete work. Configure relationships among data types...

Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.