NewgenONE Platform
Case Management
Leverage Newgen’s case management software to intelligently manage case-related content and communications
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.
Lead with an Industry-recognized Platform
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 2023
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Customer Speak
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Executive Vice President
Wilson Bank & Trust
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
Chief Digital & Marketing Officer
Clarien Bank Bermuda
Customer Speak
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Executive Vice President
Wilson Bank & Trust
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
Chief Digital & Marketing Officer
Clarien Bank Bermuda
Customers Speak
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Executive Vice President
Wilson Bank & Trust
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
Chief Digital & Marketing Officer
Clarien Bank Bermuda
Customers Speak
With Newgen’s low code digital automation platform, we have been able to digitize most of the paperwork in a centralized repository. Our operational efficiency has improved significantly by automating the manual processes. The easy and quick customer validation process has significantly reduced the processing time of personal and housing loans. The real-time reporting functionality has enhanced process visibility and control. We are glad to have Newgen as our technology partner for over a decade and has helped us stay current, compliant, and competitive with its products.
With Newgen’s low code digital automation platform, we have been able to digitize most of the paperwork in a centralized repository. Our operational efficiency has improved significantly by automating the manual processes. The easy and quick customer validation process has significantly reduced the processing time of personal and housing loans. The real-time reporting functionality has enhanced process visibility and control. We are glad to have Newgen as our technology partner for over a decade and has helped us stay current, compliant, and competitive with its products.
With Newgen’s low code digital automation platform, we have been able to digitize most of the paperwork in a centralized repository. Our operational efficiency has improved significantly by automating the manual processes. The easy and quick customer validation process has significantly reduced the processing time of personal and housing loans. The real-time reporting functionality has enhanced process visibility and control. We are glad to have Newgen as our technology partner for over a decade and has helped us stay current, compliant, and competitive with its products.
Chief Retail Banking Officer
Bank Dhofar
Customers Speak
Using Newgen’s online account opening software, built on a low code digital automation platform, has enabled Fidelity Bank to digitize and standardize its account opening process. Hitherto, the process required various manual hand-offs, resulting in high turnaround time and errors. With Newgen’s software, the bank has witnessed a reduction in operational expenses and an improvement in the customer response time, thereby enhancing customer experience. Newgen has proven to be a reliable partner in our digital transformation journey.
Using Newgen’s online account opening software, built on a low code digital automation platform, has enabled Fidelity Bank to digitize and standardize its account opening process. Hitherto, the process required various manual hand-offs, resulting in high turnaround time and errors. With Newgen’s software, the bank has witnessed a reduction in operational expenses and an improvement in the customer response time, thereby enhancing customer experience. Newgen has proven to be a reliable partner in our digital transformation journey.
Using Newgen’s online account opening software, built on a low code digital automation platform, has enabled Fidelity Bank to digitize and standardize its account opening process. Hitherto, the process required various manual hand-offs, resulting in high turnaround time and errors. With Newgen’s software, the bank has witnessed a reduction in operational expenses and an improvement in the customer response time, thereby enhancing customer experience. Newgen has proven to be a reliable partner in our digital transformation journey.
Director, Banking Operations
Fidelity Bank Ghana Limited
Customers Speak
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.
Sr. Vice President – Information Technology and Administration
Olam International Ltd. Gabon
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.
GM Finance
Travel Corporation of India
Customers Speak
Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes.
With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes.
With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes.
With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Chief Financial Officer & Corporate Information Officer
Aboitiz Power Corporation
Customers Speak
Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes.
With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes.
With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes.
With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Chief Financial Officer & Corporate Information Officer
Aboitiz Power Corporation
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Executive Vice President
Wilson Bank & Trust
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
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
Involve the fulfillment of a request for servicing. Fulfillment is often a contractual obligation that specifies the service-level expectation
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
Lead with an Industry-recognized Platform
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