Case Records Management

Users can create new case records for an individual, a household, or a group of individuals. Examples include: an employment agent opening a case when a jobless person files for unemployment benefits, a tax agent starting an audit of a married couple who file tax returns that seem to be inaccurate, and an investigator opening a case to scrutinize a motorcycle gang suspected of several crimes. The case management module can capture actions and interactions.

Using a configured workflow, case records can also be automatically created from events in external applications. Additionally, you can load case records in bulk using Oracle’s Siebel Enterprise Integration Manager. For more details about using Siebel Enterprise Integration Manager, see Siebel Enterprise Integration Manager Administration Guide.