Integration of Case Management Software with Existing Systems

Case management systems found in operations such as insurance claim handling, conveyancing or legal case handling, or in government departments and other public sector organisations are typically database-driven and organised by customer or personal record.

By contrast, the case management solutions provided by UK document management company DCS Ltd are based on the creation of case files containing electronic versions of all case-related documents, records and communications.

Augmenting your existing case management system with FileStore technology

The DCS case management solutions do not replace existing case management systems. Instead, they allow you to extend your existing IT investment by augmenting its record management capabilities, enabling document or information capture from multiple channels and introducing process automation for more efficient routing, greater process visibility and more effective collaboration with remote staff and business partners.

The FileStore technology at the heart of the DCS case management software is designed to integrate seamlessly with existing and future line of business software. With minimal IT involvement, our solutions can be integrated with MS SharePoint, MS Dynamics, MS Visio, HP TRIM, Office Communicator and many other database systems used as case management tools.

Image enabling CRM and other case management systems

Your strategy is to improve the speed and efficiency of your case handling operation by moving away from labour-intensive, paper-based processes. The DCS case management solution provides the means to capture paper documents entering the case handling system and link them to your database or line of business application. It also allows case-related documents and information to be captured and delivered to your system from multiple communication channels including fax, email, SMS text messaging or telephony and voice mail.

With a simple level of integration, FileStore technology makes captured case documents such as forms, reports, statements or correspondence available to your case management database. By linking case document images viewable to respective case records held on your database, your case management system effectively becomes image or document enabled.

Data extraction for automated data entry

The DCS document capture technology is also able to accurately extract and validate case-related data such as names, contact details or reference numbers from captured documents. A straight-forward level of integration allows extracted case data to be fed directly into case management and CRM systems from the document capture process reducing the need for manual re-keying of data and avoiding keying related errors.