Glossary entry
Case management
Case management is the process of coordinating people, tasks, evidence, and decisions for work that doesn’t follow a single straight-through path.
Category
Lending technology
Definition
Case management in lending
Lending operations contain exceptions: missing documents, policy overrides, fraud reviews, and manual verifications. Case management keeps these scenarios controlled and auditable.
Typical capabilities
- Task lists, queues, SLAs, and escalation
- Evidence capture and document lifecycle tracking
- Approvals and segregation-of-duties
Related terms
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