Company
Date Published
Author
Jesika Haria
Word count
568
Language
-
Hacker News points
None

Summary

Risk and compliance teams require advanced case management systems to function efficiently, with essential features including automatic and manual case creation, flexible interfaces, and customizable fields. These systems should integrate seamlessly with existing data sources and rules engines, support customizable dashboards for data visualization, and allow agents to perform automated actions directly from the case management interface. Additionally, robust tagging, sorting, filtering, and bulk action capabilities are necessary for efficient case organization and triage. The ability to group cases by attributes and to analyze ticket data through dashboards is crucial for operations managers to understand case origins and improve processes. A scalable solution should also allow users to configure settings without needing vendor intervention, ensuring that the system can evolve with organizational needs.