There are different methods to search for and retrieve a saved case depending on which "Status" its currently in. The main purpose for this functionality is to make it easier to find cases that are in different stages. For instance if a case is ready for a decision the "case handler" at the bank has set the Status to "Granska" (Review) which means that the decision maker / credit committee can find the case by searching for cases in that Status. This functionality also makes it possibly to set up rules that triggers actions in the banks process system and the right persons automatically receives information.

The different Status are:

  • "Pågående" (Ongoing) - while you who have the customer contact are working on the case, Status must be Pågående. Then you can change the update as much as you like.

  • "Klar för granskning (Ready for review) - you set the case as "Klar för granskning" when it is time for ie Credit analyst to check your case and PM

  • "Granska" (Review) When the case is ready for review by a decision maker / credit committee. When the case is in Review, the following options are available:

    • Beviljas (Granted) - here a decision has been made by a committee or other decision-maker that the case should be granted. Decision makers write their motivation and save. When the case is saved, it is logged and you can follow who has noted in the case and see the motivation.

    • Avslag (Rejection) - the case is rejected. Decision makers write their motivation and save. When the case is saved, it is logged and you can follow who has noted in the case and see the motivation.

    • Komplettera (Complete) - the case needs to be supplemented with some more information.

    • Stängd (Closed) - the case is closed without any action, but it is possible to reopen the case by setting it as "Pågående" (Ongoing) again.