Configuration

Workflow and form design

• iCasework provides a workflow designer for event driven processes
• Form designer provides action attributes to drive processes, including but not restricted to triggering:
  • Correspondence based on formulas
  • Tasks based on formulas
  • Forms based on formulas
  • API calls based on formulas
• Correspondence templates and paragraphs
• Service hierarchy editor
• Periodic task scheduler
  • Generating correspondence
  • Send correspondence (letter and emails)
  • Allocate cases
  • Re-assign teams
  • Set outcomes
  • Generate reports
  • Trigger integrations, exports or imports
  • Invoke forms with action attributes for unparalleled flexibility

Configurable REST API

iCasework provides a configurable input API providing an interface to each input form. Configurable output API provides interfacing through our ad-hoc reports designer.

Embed external web service calls in forms or overnight processes to:

• Populate dropdowns
• Validate data entry
• Pre-populate or display data
• Submit data through either REST or SOAP
• Store and synchronise lookup data such as products, brands, suppliers, branches, advisors

Standard integrations:

• Email integration
• Postal delivery
• SAML & OpenId
• MSWord integration
• Telephony integration
• Social media
• Content management systems (oEmbed)
• Document management systems
• Calendaring (iCal)
• LDAP