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:
Often, the case file – the “case” piece in Dynamic Case Management – relates to people. For example, people need to be informed, do a personal assessment or perform some other task. We call all these different people involved within Rulecube ‘Stakeholders‘.
DCM often involves a huge amount of data, coming from different data sources. We distinguish between two types of data:
Volatile data: this is data that is used or consulted during the process, but is no longer involved in the process any further. You might consult a database to compare values so you can estimate the value of something in your file. Or you might retrieve an interest rate to make a calculation. Once you have used this data, that data is no longer relevant, only the outcome of the action or calculation you did with it.
Persistent data: this is data that remains relevant throughout your dynamic process. The data is unique to your file and you want to keep it in your file permanently. For volatile data, we gave two examples. The value of an object estimated there or the outcome calculated with interest you probably want to keep in your file.
Persistent data can still change. For example, the application status of your file can also be a data point. At the beginning, that status is still “pending,” and at the end, that status may be “approved. So during the process, the data has changed.
All persistent data together is what we at Rulecube call the ‘State‘.
Documents are always important parts of a case file. These are documents that serve as evidence and come from a database (e.g. cadastral extracts or extracts from the civil register), that are provided by one of the stakeholders and vary in format (think of employer statements, valuation reports, etc.) but also documents that are actually created by the system (offers, agreements, statements, etc.). Documents must therefore be stored, interpreted/understood and prepared within DCM.
People, data and documents are connected within DCM by process steps.
If you can connect people, data, documents and process flexibly and hyper agile, you have DCM.
If you want to learn more about how Rulecube can help you connect the four basic elements of Dynamic Case Management, just get your personal demo using the button below.