8 essential building blocks to create your workflow. One of the basic elements of Dynamic Case Management is process. Process connects people, data and documents. In Rulecube we build this workflow from eight separate building blocks. With these 8 building blocks you...
In our previous blog, we described what Dynamic Case Management is and what its benefits are. But what specifically does Dynamic Case Management consist of? Dynamic Case Management brings together four basic elements: People Often, the case file – the...
We’ve published a lot of blogs and useful tools lately on a smarter way of giving substance to financial advice. This smarter advice cycle covers three stages: Guided Advice Prevalidation and Active Client management For our Dutch audience, we’ve combined...
Consolidate, enrich, aggregate, alert In our publications on the smart advice cycle with its components Guided Advice, Prevalidation and Active Management, we have already indicated that you need to bring all the data together and then enrich it with additional source...
Imagine falling completely in love with a house. Together with your partner you go to a mortgage advisor. You talk about your situation, the advisor tells you that you can buy the house. Totally happy, you call the real estate agent and yes, you come to an agreement...
