Empower your knowledge workers to collaborate and respond to real-time opportunities and unanticipated situations while working on complex cases. Supported with robust case management capabilities to manage case-related information, documents, and communications from one place.

What are Different Types of Case Management?

The concept of case management can be applied to cater to different business needs and can be broken down into 3 broad categories, such as:

Investigative Case Management

AI-powered fraud detection and analytics enhance investigation efficiency across various processes

Involve fraud investigations across various organizational processes by using advanced analytics and audit capabilities 

For instance, tax, credit and insurance fraud, legal investigations, background checks, and IP protection 

Service Request Management

AI-powered automation streamlines service request fulfillment, ensuring SLA adherence

For instance, insurance and healthcare claims, warranty fulfillment, and telecommunications service provisioning 

Incident Management

Involve incidents that can create operational, customer-related, or statutory issues in an organization and need to be rectified to avoid future re-occurrence

For instance, dispute resolution, HR grievances, etc.

Investigative Case Management

AI-powered fraud detection and analytics enhance investigation efficiency across various processes

Involve fraud investigations across various organizational processes by using advanced analytics and audit capabilities 

For instance, tax, credit and insurance fraud, legal investigations, background checks, and IP protection 

Service Request Management

AI-powered automation streamlines service request fulfillment, ensuring SLA adherence

For instance, insurance and healthcare claims, warranty fulfillment, and telecommunications service provisioning 

Incident Management

Involve incidents that can create operational, customer-related, or statutory issues in an organization and need to be rectified to avoid future re-occurrence

For instance, dispute resolution, HR grievances, etc.

How Does Newgen Solve for Your Case Management Needs?

Case Creation and Configuration

Easily create and configure cases using a predefined global task library with ready-to-use discretionary tasks. Leverage the library to gain access to older cases used in similar contexts and utilize them with minor modifications. Furthermore, quickly configure routing conditions, exceptions, user/group allocation, etc.

Dynamic Task Creation and Execution

Flexibly conceptualize, create, and execute discretionary tasks while leveraging the experience and expertise of case workers, based on the changing goals and requirements. Additionally, create ad hoc tasks to handle unprecedented situations during run-time

Collaborative Decision Making

Gain access to unified case file, with case data, tasks, documents, forms, to-do lists, and other case-related information, for 360-degree case visualization. Ensure better decision making by knowledge workers with real-time case sharing and collaboration

Case Visibility and Insights

Visualize case lifecycle and gain insights into case and task workers’ performances in real time. Get system-generated automated notifications to take immediate action once a task is initiated, completed, reassigned, declined, and failed

Case Creation and Configuration

Easily create and configure cases using a predefined global task library with ready-to-use discretionary tasks. Leverage the library to gain access to older cases used in similar contexts and utilize them with minor modifications. Furthermore, quickly configure routing conditions, exceptions, user/group allocation, etc.

Dynamic Task Creation and Execution

Flexibly conceptualize, create, and execute discretionary tasks while leveraging the experience and expertise of case workers, based on the changing goals and requirements. Additionally, create ad hoc tasks to handle unprecedented situations during run-time

Collaborative Decision Making

Gain access to unified case file, with case data, tasks, documents, forms, to-do lists, and other case-related information, for 360-degree case visualization. Ensure better decision making by knowledge workers with real-time case sharing and collaboration

Case Visibility and Insights

Visualize case lifecycle and gain insights into case and task workers’ performances in real time. Get system-generated automated notifications to take immediate action once a task is initiated, completed, reassigned, declined, and failed

Organizations looking for an advanced content platform capable of scaling for heavy workloads and that need deployment flexibility and advanced automation and AI capabilities should consider Newgen.

The Forrester Wave™: Content Platforms, Q1 2025

Customers
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Customers Speak
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With Newgen’s contextual content services (ECM) product suite, we have successfully digitized our manual contracts filing. Newgen’s ECM is available to our users both in English and French, thereby making it easy for users to access the content in their preferred language. The important reasons for adopting this product was its ability to seamlessly integrate with internal systems, user friendliness, and contentious support/engagement. Newgen team ensured all compliance requirements. We are happy to engage with Newgen and look forward to leveraging their products for our current and future digital requirements.
With Newgen’s contextual content services (ECM) product suite, we have successfully digitized our manual contracts filing. Newgen’s ECM is available to our users both in English and French, thereby making it easy for users to access the content in their preferred language. The important reasons for adopting this product was its ability to seamlessly integrate with internal systems, user friendliness, and contentious support/engagement. Newgen team ensured all compliance requirements. We are happy to engage with Newgen and look forward to leveraging their products for our current and future digital requirements.
With Newgen’s contextual content services (ECM) product suite, we have successfully digitized our manual contracts filing. Newgen’s ECM is available to our users both in English and French, thereby making it easy for users to access the content in their preferred language. The important reasons for adopting this product was its ability to seamlessly integrate with internal systems, user friendliness, and contentious support/engagement. Newgen team ensured all compliance requirements. We are happy to engage with Newgen and look forward to leveraging their products for our current and future digital requirements.
Vinodanand-jha

Vinodanand Jha

Vinodanand Jha

Sr. Vice President – Information Technology and Administration

Olam International Ltd. Gabon

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We have successfully completed over 3 years of Go Live with Newgen as one of our valuable IT partner. Implementation of Newgen product has successfully addressed challenges faced by TCI related to Accounts Payable Project. Post successful Go Live, Newgen has worked closely with TCI team to implement change requests which have enhanced user experiences over period of time.
We have successfully completed over 3 years of Go Live with Newgen as one of our valuable IT partner. Implementation of Newgen product has successfully addressed challenges faced by TCI related to Accounts Payable Project. Post successful Go Live, Newgen has worked closely with TCI team to implement change requests which have enhanced user experiences over period of time.
We have successfully completed over 3 years of Go Live with Newgen as one of our valuable IT partner. Implementation of Newgen product has successfully addressed challenges faced by TCI related to Accounts Payable Project. Post successful Go Live, Newgen has worked closely with TCI team to implement change requests which have enhanced user experiences over period of time.
amit-sadhwani

Amit Sadhwani

Amit Sadhwani

GM Finance

Travel Corporation of India

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We’re happy with our partnership with Newgen. Their DMS and BPM solutions have enabled us to streamline document workflows, improve backend processes, and deliver quicker, personalized customer communication.
We’re happy with our partnership with Newgen. Their DMS and BPM solutions have enabled us to streamline document workflows, improve backend processes, and deliver quicker, personalized customer communication.
We’re happy with our partnership with Newgen. Their DMS and BPM solutions have enabled us to streamline document workflows, improve backend processes, and deliver quicker, personalized customer communication.

Vikram Jain

Vikram Jain

Chief Technology Officer and Business Transformation

Universal Sompo General Insurance Ltd.

Real Outcomes Across Industries
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All you need to know about Case Management Software

In the modern business landscape, organizations are constantly faced with unanticipated scenarios and circumstances, such as customers’ escalations, process exemptions, frauds, incorrectly credited payments, and rejections of legible health claims. Each case reflects a unique situation and involves complex interactions between content, people, and business and regulatory policies. These cases must be approached in a balanced manner to achieve desired business outcomes. Case handling involves managing information, giving judgments, and ensuring domain expertise.

Case management is a software-based approach for handling business cases, from initiation to resolution. It combines human actions with intelligent automation. The progression of a case to resolution is typically driven by human decision making, unexpected events, policies and rules, and changes to content status rather than the factors that can be predetermined and prescribed using a structured workflow design.

Case management, as a style of work, has existed for years. However, case management software applications were largely confined to some specific industries, including government, legal, insurance, and healthcare.

Since 2014, there has been a steady increase in interest for case management from business leaders across various other industries, including banking and financial services, retail, real estate, and land development.

The constant pressure to ensure transparency and traceability in the complete decision-making process, regulatory compliance, and contextual engagements are some of the driving forces behind the growing interest. The different areas of work that are eventually being seen as “case-oriented” rather than transactional include:

  • Mortgage origination
  • Investment portfolio management
  • Fraud investigations
  • Human resource grievances
  • University admissions
  • Background checks
  • Grants management
  • Customer complaints

Case workers have lately started leveraging advanced case management solutions, which enable them to gain detailed insights, maximize responsiveness, and ensure adaptability.

  • Ability to create, manage, and share relevant content, information, data, and reports to all case stakeholders
  • Unified case file to view complete case-related content, residing in different formats and locations
  • Real-time case lifecycle visualization
  • Flexibility to execute discretionary tasks based on changing goals
  • Ad hoc task creation capabilities to handle unprecedented situations during run-time
  • Auto-classification tools to seamlessly store, archive, and retrieve case-related information
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