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Case Vetting System - General
features
The developed Case Vetting System keeps track of all the calls,
cases, clients and solicitors.
Each case can be either entered to the System manually or imported
from the external global standradised ULR-system. While being considered
by the System, the cases pass through several major process stages
(vetting, allocation, distribution), turning from one case state
to another.
Major stages of the process
During the Vetting process the case input data are considered for
adequacy.
Later, during the Allocation process, the cases are being assigned
to the solicitors (both internal staff or external solicitor companies).
The solicitor lists are editable.
At the Distribution stage, all the case materials are distributed
among the solicitors determined at the Allocation stage.
Finally, the Tracking stage allows checking the case further conductance
by the solicitor (or the external company).
Manual and automated processing
Case processing within the System can be made either manually or
automatically, basing on the set of certain formalized rules (called
V.A.D. rules - i.e, vetting rules, allocation rules and distribution
rules). Automation can be switched on or off at any of these three
major process stages. Amount of cases at each stage is displayed.
The System chooses the cases, which can be processed automatically,
and leaves others for manual processing (e.g. lethal cases, can
never be processed automatically).
Users that have administrative rights can even influence to some
extend the automated case processing. For example, they can determine
certain specialisation for solicitors, their capacity (total amount
of cases possibly processed by the solicitor), or set the percentage
of similar cases distributed among several solicitors with similar
specialisation.
Case Review and Management
At any time the case summary can be found and checked (its state,
references, dates, etc). Case List can be generated, including full
details of the case, with optional filtering by case states (such
as vetting pending, waiting for allocation, tracking, close rejected
etc).
Case reports of various types can be generated (e.g, all cases,
accepted cases, rejected cases, with solicitor name filtering possibility).
Document Templates
This important part of the System allows automated generation
of various documents (for example, initial letters, allocation letters,
internal documents, rejection documents etc). The templates for
these documents are editable, and new templates can be added in
MS Word format.
The generated documents can be put to the print queue, and further
checked if necessary.
Administration
Administrative interface provides wide and flexible control over
all the System processes and capabilities.
User management allows adding and editing the user names, logins,
and allocating users to groups (inputter, handler, manager, supervisor,
administrator etc), with corresponding level of access, case editing
and other rights within the System.
Administration section allows editing the solicitor, accident management
companies, case sources and other lists.
It also allows defining the sets of contact methods (e.g, letter
in, phone out), case outcomes (request for more info, call back
at 4pm), as well as standard reasons and their detailed descriptions
(pending reasons, rejected reasons, etc).
The Solicitors Module allows access to the limited capabilities
of the Central System. It can be used by the solicitors working
with specific cases, which were allocated and distributed to them.
Operating platforms and requirements
Central System requires OS Windows, and MS SQL server 2000 for database
management. Solicitors Module can be run under Windows or Linux
and MySQL.
User computers require only the Internet browser to access the
System.
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