Provenir for Case Management - data sheet

Maximize Value Across the Entire Customer Lifecycle

Provenir for Case Management Optimized end-to-end decision management. One holistic solution.

While decision engines can automate much of the decisioning process, there is still a need for expert credit risk underwriters and fraud investigators to manually review and action credit applications and risk portfolios. Human intervention can sometimes mean human error - but with a robust case management solution, you can optimize your decision management end-to-end, with one holistic approach.

Configurable UI Underwrite and Investigate quickly and efficiently

User centric dashboards Understand your business quickly and easily

Provenir’s Case Management solution provides organizations with the ability to create optimal decisioning flows for onboarding and ongoing risk use cases, including the targeted manual review of applications, customers, and activities as needed within one holistic decisioning capability. Amplify the Provenir AI-Powered Decisioning Platform, with pre-built industry solutions that accelerate your time to market and simplify case management across your financial product line, while empowering your risk and underwriting teams to create world-class customer experiences.

Seamlessly integrate manual intervention into automated decisioning flows

Decisioning Rules + Data Orchestration

Optimized Third Party Data Enrichment

Credit Underwriter Alert Reviews

Automation of final decisioning steps

Credit Risk Machine Learning Models

Fraud Investigator Alert Reviews

Choose Provenir For: Optimized Manual Expert Review: Ensure an optimal customer experience Holistic Entity Overviews: The ability to review risk at a granular level, while maintaining seamless integration with automated decision flows and third-party data views Credit Risk Underwriting: Treat customers fairly, with the ability to manually action referrals Streamlined Onboarding Experience: Ensure face-to-face selling via an application agent is streamlined and efficient, and easily create and amend applications Reduced Fraud Losses: Enable fraud investigators to manually investigate more complex cases

Key Features: • Review and understand risk policy rules • Attach documentation and notes • Drive downstream actions after review • Manually enter/update application information • Re-trigger decisioning process • Summary dashboard • Deep-dive into decisioning data via intuitive UI

• Roles-based controls • Queue management

Explore What’s Possible

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