Case Central® offers customers a way to ensure team members follow approved processes to review relevant information and resolve disputes. These Checklists can be created in as many variations as needed and associated with each case based on dispute data values such as Dispute Code and/or Dispute Type. Once configured, Checklist Assignment Rules can be set up to ensure that the appropriate Checklist will be incorporated into each case record.
The Investigation Checklist feature is both powerful and flexible. Checklist Creation supports administrative users' ability to apply a measure of centralized governance to the investigation process. Checklist Administration features include global configuration settings that impact how Checklists are created and their data are used in reports, as well as updating and migrating configured Checklists. Checklist Assignment Rules dictate how each case is associated automatically with the appropriate Checklist based on configured business logic.