Enterprise Case Management

IMTF’s Case Manager is an “Adaptive Case Manager” which has been conceived with the concept of “collaborative knowledge workers” in mind. It is providing a smarter, more integrated way to handle increasingly complex caseloads and includes support for structured as well as ad-hoc workflows.  It includes the infrastructure with general objects such as cases, stakeholders, tasks, case folders, documents, etc., the process design tool, process monitoring and a comprehensive integration layer. Specific “out-of-the-box” objects are available for banks and insurances for selected applications (self-service and guided client onboarding, credit origination & processing, KYC/EDD Automation, AML Investigation, claims processing, etc.).

IMTF’s Case Manager is highly collaborative, dynamic, and contextual, with events and case rules driving business processes to enhance efficiency, compliance, and security.

IMTF’s Case Manager is an Enterprise Case Manager including all services (Content, BPM, Collaboration, analytics, Rules, document creation, capturing, API, full audit trail) and the whole process lifecycle (design, develop, execute).


The Case Manager digitizes and automates activities related to any cross-functional process. It improves the efficiency of how people work together, independently of systems, internal organizational units or external parties involved.


The Case Manager brings together all stakeholders, information, and documents required to accurately complete tasks throughout the entire lifecycle of a case. Tasks are typically requests (for decisions, documents, and reviews) or approvals. Tasks may be settled sequentially or in parallel.


The tasks are displayed in context -relevant to the task and to the overall process- to intuitively guide the stakeholders carry out their activities in the most efficient and accurate way. All tasks are tracked and can be re-assigned (delegated to roles or persons), escalated and, when necessary, new tasks may be added on an ad-hoc basis.


The Activity Flow Stage shows all stakeholders involved in the case and the respective status of their tasks anytime. Multiple team members and stakeholders from other departments can work on the same case, share documents and get feedback in real-time.

Multiple Services

The Case Manager ICCM is an Enterprise Case Manager including all services (Content, BPM, Collaboration, Rules, API, full audit trail) and the whole process lifecycle (design, develop, execute).

Key Benefits:

  • Automated Workflow & Case Management
  • Collaborative workspace in context
  • Transparent activity flows
  • Real-time monitoring
  • Drag & Drop Configuration
  • Full audit trail
  • Integrated with HYPERSUITE/5 & ICOS/2

Real-time Monitoring

As tasks and processes have support properties such as ownership, assignment, due dates, etc., the Case Manager allows to measure and monitor in real time the response and resolution times for all stakeholders part of the process. Monitoring service levels ensures that a predictable service is offered and bottlenecks highlighted.

Configurable & Flexible

Graphical user interface to design & display the workflow and assign tasks to stakeholders (drag & drop). Easy automation of tasks with Case Rules.

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