Eximee Case Management
Eximee Case Management this is the Eximee platform module responsible for managing cases, tasks and the users' work context. It enables full support of the case lifecycle – from its initiation, through execution and progress monitoring, to archiving the history of actions. This module integrates data originating from EximeeBPMS processes, data models and external applications, creating a central place for managing business cases.
Role and architecture of the module
General description
Eximee Case Management serves as an intermediate layer between business processes (EximeeBPMS), user forms (Eximee Forms) and operational applications (e.g., Eximee Dashboard, BackOffice).
It provides a set of tools for presenting and performing tasks, browsing cases and interacting with the user context.
Module objectives
Consolidation of data about cases and tasks from multiple sources.
Providing users with a unified interface to perform tasks.
Relieving the BPMS process engine from storing and presenting operational data.
Support for the Case-Oriented Processing – focused on the client or case context rather than the process itself.
Logical architecture
The module consists of the following layers:
Presentation layer – user interface (typically embedded in Eximee Dashboard).
Application layer – Case Management logic (handling tasks, lists, business actions).
Integration layer – communication with EximeeBPMS, Data Model Runtime and Forms.
Data layer – repository of case states and event history (independent from BPMS).
Functionality
User task handling
List of tasks assigned to a user or team.
Filtering, sorting and searching tasks.
Configurable columns and list layouts.
Support for priorities, deadlines and statuses.
Performing subsequent tasks in sequential mode (Next Best Task).
Group handling of tasks (batch operations).
Ability to execute automatic tasks in the background (automation engine).
Integration with forms Eximee Forms as the user interface.
Case handling (Case View)
Overview of cases and their statuses.
Filtering and sorting the case list by business context (e.g., client, product, process).
Detailed case view with information on:
history of actions and decisions,
attached documents,
related tasks,
contextual data (from the data model).
Ability to launch forms and micro-applications in the context of a given case.
Creation of new cases by the user (e.g., in FrontOffice or BackOffice).
Handling history and events
Recording case history independently of the workflow engine (EximeeBPMS).
Utilization of events from processes and business applications (Event-Based Architecture).
Logging user actions and status changes.
Support for audit compliant with compliance requirements (e.g., KNF).
Business actions
Definable actions available to the user in the context of a case or task (e.g., “Approve”, “Reject”, “Delegate”).
Parameterization of available actions at the low-code application level.
Support for system and custom actions (custom handlers).
Support for client context
Presentation of client data related to the case.
Integration with CRM, KYC, scoring systems, etc.
Dynamic loading of contextual data.
Integrations
Integration with EximeeBPMS
Passive use of the BPMS engine – Case Management does not execute processes, but monitors them.
Subscription to process events (task created, task completed, incident occurred).
Reading process data via the BPMS API.
Integration with Eximee Forms
Forms serve as the user interface for tasks in Case Management.
Each task can launch an assigned low-code form.
Shared data context (case ↔ form ↔ process).
Integration with Eximee Model Runtime
Retrieving contextual data of the case and client.
Updating data during task execution.
Integration with Eximee Dashboard
Case Management is one of the key modules of Eximee Dashboard.
Provides screens for case lists, tasks and history.
Allows embedding micro-applications that support work (e.g., notes, calendar, document list).
Technical features
Microfrontend architecture with the ability to extend with supplementary applications.
Built-in mechanisms for filtering, sorting and pagination.
Scalability and separation of user contexts.
Example use scenarios
FrontOffice / BackOffice
An advisor opens the client's case and sees a list of all related tasks.
Performs subsequent process steps (e.g., “Data verification”, “Contract approval”) by launching a form.
The case history is automatically updated based on BPMS events.
Operational manager
Reviews the team's task list and prioritizes them.
Performs group operations, e.g., assigning tasks or changing statuses.
Analyzes employee workload based on metrics from Case Management.
External partner
Receives a view of their cases and tasks within the shared partner channel.
Handles selected stages of the process, e.g., verification of the client's documents.
Common features and deployment parameters
Configuration flexibility: list, detail and action views defined low-code in the Case Management Designer.
Reusability: one Case Management component can serve multiple applications.
Security: full control of access to data and operations based on domain roles.
Personalization: ability to customize layout, filters and actions to the specifics of the implementation.
Scalability: separating presentation logic from process data enables independent scaling.
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