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Case Management

Case Management provides your User Administrators (UAs) and Fraud Analysts (FAs) with a single unified view of the data related to cases. This enables them to analyze the data more efficiently and take faster, better-informed decisions towards resolving the cases. In addition, analysts can also constantly track the status and progress of their cases and maintain complete case histories with instant access to all related information.

Important! In this section, some tasks (Case Management Overview) can be performed by Customer Support Representatives, some (Fraud Analysis) only by Fraud Analysts, and some (New Queue Creation) by Queue Managers. However, an Organization Administrator (OA) and a Global Administrator (GA) have all the privileges to handle these tasks for the organization(s) in their purview.

This feature enables you to:

This section contains the following topics:

Case Management Overview

Case Roles

Case States

Case Management Workflows

New Queue Creation

Case Queue Management

Rebuild a Queue

Handle Cases

Case Management Reports Generation