Functionality Overview

Case Manager’s ability to drive work and automated processes on large amounts of individual cases makes the system a good fit for debt-collection environments. The financial functionality in the system is geared towards managing complicated payment splitting and pay-over management by means of transaction allocations. Each of the transactions keeps record of its effect on other transactions to track sub-balances on the case. From a user’s perspective it may be difficult to get a full grasp of all the allocations on a case and the calculation of these balances. For this reason the “Case Allocation Overview” extension was introduced, adding to Case Manager an intuitive drill-down view of the allocations on a case.

Allocations View

The view can be accessed by a toolbar button added to the History form of a case visible when the Finances tab is selected. All the case transactions are shown in a pivot table outlining the over-all allocations. It’s easy from this view to understand and verify the calculation of the balances.

The pivot table supports customization of fields to adjust how transactions are grouped, and allocations are presented. You can access the available fields by right-clicking the column section of the table, and make the preferred adjustments to the view. This includes filtering on the included transactions in the view.

By default the pivot table is customized to show the summed totals per transaction type, with the transaction type of the allocated transaction as columns. All grouped rows are expandable to drill down to the actual transaction level. Fields may also be moved to different sections in the pivot table to restructure the groupings and summaries.