Cases & Archive

Module for monitoring subjects of Clients requests

Case Management

Case management in LiveBank is available only from the side of the Bank institution (Agent, Administrator roles). The client can not manage the case. Case Management by Agent The agent has the following functions to manage the Client’s Case: Changing the status of the current Client’s Case The agent has the ability to change the […]

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Concept of Case

Case is an aggregation of all activities during the solving of a particular client request, a sequence of various activities between the client and the financial institution. In LiveBank we put the concept of Case at the center of our approach to customer service. From the service perspective, a bank client has a request in […]

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