Dynamic Case Management

Create smarter processes, empower knowledge workers, and build responsive business

Request Demo

  • Dynamic Processes

    Build and deploy processes that help manage semi-structured, unstructured, and unanticipated transactions in real time

  • Smarter Decisions

    Resolve cases through suggested next best action and deploy the best possible solution by tapping into the tacit knowledge of individual case workers & analytics

  • Unprecedented Flexibility

    Gain flexibility to optimize outcomes for both highly structured and unstructured business processes

Brochure: Newgen OmniFlow Intelligent Business Process Suite


OmniFlow iBPS offers Dynamic Case Management capabilities, enabling organizations to design and manage semi-structured to completely dynamic processes. It allows knowledge workers to respond to real time opportunities, challenges and other unanticipated situations while maintaining the highest level of collaboration.

Key Features

  • Dynamic process design and real-time routing and re-routing
  • Quickly configure new tasks using Global Task Library
  • Flexibility to execute discretionary tasks based on goals
  • Creates dynamic tasks to handle unprecedented situations
  • Guides next actions based on past trends
  • Real-time case lifecycle visualization

Case Management Use Cases

Leveraging its state of the art Case Management Framework, Newgen has developed many industry specific solution accelerators. These are ready to deploy solutions that can be leveraged to eliminate the shortcomings of the traditional Commercial Off the Shelf (COTS) applications, which are hardcoded and inflexible. Below are a few examples:-

  • Legal Case Management

    The Legal Case Management solution has been customized to help Law firms and Corporate Legal Departments meet stipulated timelines, reduce redundancies and ensure complete data security. The solution automates core and supporting legal case management processes, facilitating end-to-end case lifecycle management.

  • Court Case Management

    The solution accelerator solves the complexity of the case flow in a trial court by easily adapting to the case requirements and seamlessly integrating with other legacy applications, facilitating collection, organization, distribution and utilization of case specific data.

  • Fraud Tracking and Monitoring

    This solution enables investigators to plan a course of action for each fraud investigation starting from identifying fraudulent activities, planning document investigations, creating reminders to handling prosecution and settlements.

  • Contract Management

    The solution can automate and manage various stages of the contract lifecycle from creation, execution to negotiation and amendments of contracts, leading to efficient collaboration and controlled processes.

  • Correspondence Management

    The customized solution accelerator for correspondence management gives case workers insights into the current status of all correspondence.The solution tracks correspondance location in the process, response status, expected completion date and expected date of dispatch.

  • Grievance Management

    Grievance handling process can vary in complexity but are mostly driven by specific events which make collaboration between different process participants essential. The Newgen Solution accelerator built on its CMF adapts to an organizations’ grievance mechanism by optimizing processes to foster transparency and seamless communication across platforms.

  • Customer On-boarding

    The Newgen on-boarding solution accelerator ensures a smooth on-boarding process, expediting exception resolution which may vary from case to case. It also allows for in-flight process changes which results in faster and timely resolutions.

  • Collections

    The solution leverages CMF’s analytics engine to create a prioritization scenario for every account based on several pre-defined parameters. The solution registers progress made against each account and triggers actions based on the logged action on every follow-up done over a delinquent account.

  • Audit Management

    The solution accelerator for Audit Management facilitates different types of audits by capturing on-site information and leveraging smart rules to create action items around data points. The rule-engine also supports changes to in-flight processes as per the evolving regulatory frameworks or SLAs.


    The Foreign Account Tax Compliance Act is one of the most complex tax evasion regulation introduced by the United States’ Internal Revenue Services (IRS). The Newgen Case Management based FATCA solution for Banks and Financial Institutions leverages its extensive rules and analytics engine for due-diligence and follow-up actions on each FATCA reportable case.

Request A Demo of OmniFlow iBPS Case Management

Newgen OmniFlow Intelligent Business Process Suite (OmniFlow iBPS) is the BPM platform of choice for organizations looking to transform their operations through customer centric process innovations. You can now leverage the best of traditional BPMS offerings from Newgen in combination with cutting-edge, emerging technologies in Social, Mobility, Analytics, Cloud (SMAC) and Internet of Things (IoT) to attain speed and agility in your business.

  • Leverage Business Moments – Empower resources with contextual insights and operational flexibility
  • Become Customer Centric – Create 360 degree view of customers information to deliver the best-in-class experience
  • Drive Change – Preempt market dynamics and bring transformational agility in your operations
  • Smart Process Execution – The OmniFlow iBPS Workflow engine lies at the core of the platform and orchestrates all structured and ad-hoc processes
  • Monitoring and Analytics – Our OmniFlow iBPS expands the scope of process analytics by encompassing active, on-demand and predictive analytics along with real-time Business Activity Monitoring (BAM)