Cases

Cases provide a streamlined method of working specialty processes such as bankruptcies, repossessions, foreclosures, fraud, loan modifications, legal filings, and lawsuits.

Cases are suitable for complex processes that require flexibility in the tasks that are required for completion. Cases consist of one or more tasks which may be worked in parallel by multiple users. Cases can span across multiple account holders and accounts.

System Administrators can configure a icon to display in a column within the Related Accounts panel in System Management > Screens to alert that an account has an open case associated with it. Hovering over the icon displays the Case Number(s) and Case Type(s), providing immediate access to this information in the workspace.

For more information about this field, please see the Top Area screen section of the Workspace Overview topic in this Guide.

See Cases for more information about cases in the workspace.

Case Types

When a new case is created in the Lifecycle Management Suite, it has a Base Type which defines the general purpose of the case (repossession, bankruptcy, etc.). A Case Type is also chosen when creating a new case to define the more specific purpose of the case. For example, a case is created for a chapter 13 bankruptcy. Bankruptcy is the Base Type and Chapter 13 is the Case Type.

The Case Types feature allows administrators to create and manage individual case types that can be tied to system-defined Case Base Types. These individual case types are listed within a drop down when a user creates a new case on an account within the Lifecycle Management Suite.

The available fields in the Case Type drop-down is dependent on what is selected in the Case Base Type drop-down.

Case Processes and Case Queues

Administrators can configure Case Types to be tied to specific Case Processes and Case Queues. If assigned to a Case Process and that specific case type is selected in the workspace, a user with appropriate permissions can add the assigned process to the task list.

Case queues allow individual tasks to be organized and scheduled to be worked by different departments. If assigned to a case queue, all individual tasks associated to the case type are routed into the designated case queue to be worked. For more information on Case Types, see the Case Types topic in the System Administrator Guide.

The Lifecycle Management Suite contains several features that allow system administrators to customize the end-user experience when running tasks on cases. These features are highlighted below:

Feature

Description

Tasks

Cases are made up of tasks. Tasks define the steps that are required in order to work the case.

Case Processes

Case Processes are collections of individual tasks that perform a business function. These processes can be configured in System Management > Collections > Case Process page and tied to several features within the Lifecycle Management Suite. For example:

Assign a configured workday schedule to the process.

Assign one or more Case Types to the process.

If a case type is assigned, users with appropriate permissions can add the process to an existing task tree in the workspace.

Case Queues

Case Queues are designed to house individual tasks that are scheduled to be worked by users with appropriate permissions. Administrators can assign individual users and/or security groups to have access to the Case Queue from the Lifecycle Management Suite ribbon.

The Data Capture folder in the Field List for screens and reports includes fields that can be used to capture values when creating, working, and linking cases. Business Rule functionality can also be used to set the values of these fields automatically. The following fields have been added to capture data values:

Field	Data Values
Bankruptcy-Related Fields	Balance At Bankruptcy DQ Amount At Bankruptcy Days DQ At Bankruptcy Late Charges At Bankruptcy Interest Due At Bankruptcy Minor Code At Bankruptcy Collateral Code At Bankruptcy Purpose Code At Bankruptcy Loan Type Code At Bankruptcy
Foreclosure-Related Fields	Balance At Foreclosure DQ Amount At Foreclosure Days DQ At Foreclosure Late Charges At Foreclosure Interest Due At Foreclosure Taxes Due At Foreclosure Escrow Balance At Foreclosure Minor Code At Foreclosure Collateral Code At Foreclosure Purpose Code At Foreclosure Loan Type Code At Foreclosure
Legal-Related Fields	Balance At Legal DQ Amount At Legal Days DQ At Legal Late Charges At Legal Interest Due At Legal
Repossession-Related Fields	Balance At Repo DQ Amount At Repo Days DQ At Repo Late Charges At Repo Interest Due At Repo Minor Code At Repo Collateral Code At Repo Purpose Code At Repo Loan Type Code At Repo