# Eximee Case Management **Eximee Case Management** this is an Eximee platform module responsible for managing cases, tasks, and the users' work context.\ It enables full handling of the case lifecycle — from initiation, through execution and progress monitoring, to archiving the history of actions.\ This module integrates data from EximeeBPMS processes, data models, and external applications, creating a central place for managing business cases. ## Module role and architecture ### **General description** `Eximee Case Management` it 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 displaying and executing tasks, browsing cases, and interacting with the user context. ### **Module objectives** * Consolidation of case and task data from multiple sources. * Providing users with a unified interface for performing tasks. * Relieving the BPMS process engine from storing and presenting operational data. * Support for the model *Case-Oriented Processing* — focused on the customer or case context, rather than on the process itself. ### **Logical architecture** The module consists of the following layers: 1. **Presentation layer** — user interface (usually embedded in Eximee Dashboard). 2. **Application layer** — Case Management logic (task handling, lists, business actions). 3. **Integration layer** — communication with EximeeBPMS, Data Model Runtime, and Forms. 4. **Data layer** — repository of case states and event history (independent of BPMS). ## Functionality ### **User task handling** * List of tasks assigned to a user or team. * Filtering, sorting, and searching tasks. * Configurable columns and list layouts. * Handling priorities, deadlines, and statuses. * Performing subsequent tasks in sequential mode (*Next Best Task*). * Batch task handling. * Ability to execute automatic tasks in the background (automation engine). * Integration with forms **Eximee Forms** as the user interface. ### **Case handling (Case View)** * Browsing cases and their statuses. * Filtering and sorting the case list by business context (e.g., customer, product, process). * Detailed case view with information about: * the history of actions and decisions, * attached documents, * related tasks, * contextual data (from the data model). * Ability to launch forms and microapplications in the context of a given case. * Creating new cases by the user (e.g., in FrontOffice or BackOffice). ### **History and event handling** * Recording case history independently of the workflow engine (EximeeBPMS). * Using events from business processes and applications (Event-Based Architecture). * Recording user actions and status changes. * Support for audit in compliance with regulatory requirements (e.g., KNF). ### **Business actions** * Definable actions available to the user in the context of a case or task (e.g., “Approve”, “Reject”, “Forward”). * Parameterization of available actions at the low-code application level. * Handling system and custom actions (custom handlers). ### **Customer context handling** * Presentation of customer data related to the case. * Integration with CRM, KYC, scoring, etc. systems. * 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** * Fetching contextual case and customer data. * Updating data during task execution. ### **Integration with Eximee Dashboard** * Case Management is one of the key modules of Eximee Dashboard. * It provides screens for lists of cases, tasks, and history. * It enables embedding microapplications supporting work (e.g., notes, calendar, document list). ## Technical features * Microfrontend architecture with the ability to expand with extension applications. * Built-in filtering, sorting, and pagination mechanisms. * Scalability and separation of user contexts. ## Example use cases ### **FrontOffice / BackOffice** * The advisor opens the customer's case and sees a list of all related tasks. * They perform subsequent process steps (e.g., “Data verification”, “Contract approval”) by launching a form. * The case history is automatically updated based on BPMS events. ### **Operations manager** * Reviews the team task list and prioritizes it. * Performs group operations, e.g., task assignment or status changes. * 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., customer document verification. ## Common features and deployment parameters * **Configuration flexibility:** list, detail, and action views defined low-code in Case Management Designer. * **Reusability:** one Case Management component can support multiple applications. * **Security:** full control over access to data and operations based on domain roles. * **Personalization:** ability to adapt layout, filters, and actions to the specifics of the implementation. * **Scalability:** separating presentation logic from process data enables independent scaling. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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