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Solution · Banking & Financial Services

Every Case Tracked. Every Deadline Met.

Manage complaints, service requests, investigations and exceptions in one place. Tech Tammina Intelligent Case Management uses AI to sort, summarize and route cases, while workflow keeps every step on time and on record.

One viewfor every case, task and deadlineComplaints • Service requests • Investigations
Quick answer

What Is Intelligent Case Management?

Intelligent case management combines workflow software with AI to handle work that does not follow a fixed path — such as complaints, investigations and service requests. Tech Tammina’s solution captures cases from any channel, classifies and prioritizes them with AI, routes them to the right team, tracks deadlines and keeps a full audit history. It builds on Tech Tammina’s Complaint Board solution.

Why Complaints and Cases Fall Through the Cracks

Complaints arrive by email, phone, web form and letter. Each team uses its own tracker. Nobody sees the full picture. Deadlines are missed, and the same issue comes back again and again.

01

Many channels

Complaints arrive by email, phone, web form and letter.

02

Separate trackers

Each team uses its own tool.

03

No full picture

Nobody sees the whole case.

04

Repeat issues

Deadlines are missed and problems come back.

How it works

How AI-Powered Case Management Works

Capture→Classify→Prioritize→Assign→Investigate→Resolve→Learn
01

Capture

One intake for email, web, phone notes, letters and APIs.

02

Classify

AI identifies the case type, product and topic.

03

Prioritize

Rules and AI score urgency, risk and regulatory deadlines.

04

Assign

Route to the right team by skill and workload.

05

Investigate

Tasks, documents and notes together in one case view.

06

Resolve

Draft responses, get approvals and close with a record.

07

Learn

Find root causes and repeat issues with analytics.

Case Management Features

01

360° Case View

Every detail, document and past action on one screen.

02

SLA Tracking

Timers, alerts and escalations for every deadline.

03

AI Summaries

Short summaries of long case histories.

04

Response Drafting

AI-drafted replies for staff to review.

05

Self-Service Portal

Customers or students can submit and track their cases.

06

Root-Cause Analytics

Spot trends and fix issues at the source.

Use cases

Use Cases: Complaints, Investigations and Service Requests

  • Customer complaints in insurance and banking
  • Student and faculty grievances in education
  • Internal investigations and audit findings
  • Service requests and operational exceptions
  • Public inquiries and constituent cases

Built on Appian and Proven Platforms

We build case management on proven platforms such as Appian, or on custom technology where that fits better.

01

Appian

Case management on a proven platform.

02

Custom Technology

Where that fits your needs better.

Outcomes

What You Can Measure

Measure

Case resolution time

Measure

SLA and regulatory deadline adherence

Measure

Repeat complaints

Measure

Customer satisfaction

FAQ

Intelligent Case Management FAQs

Straight answers to the questions buyers ask most.

What Is Intelligent Case Management?

Intelligent case management combines workflow software with AI to handle work that does not follow a fixed path — such as complaints, investigations and service requests. Tech Tammina’s solution captures cases from any channel, classifies and prioritizes them with AI, routes them to the right team, tracks deadlines and keeps a full audit history. It builds on Tech Tammina’s Complaint Board solution.

How is case management different from a ticketing tool?

Tickets follow simple, fixed steps. Case management handles complex work where the next step depends on what you find.

Can it bring complaints from email, web and phone into one place?

Yes. Every channel feeds one intake and one case view.

Will it warn us before we miss a deadline?

Yes. SLA timers, alerts and escalations track every deadline.

Can customers track their own case?

Yes, through an optional self-service portal.

Is this the old Complaint Board?

It grew from Tech Tammina’s Complaint Board and now adds AI triage, summaries and response drafting.

Let's talk

See Intelligent Case Management working on your documents.

Book a working session with our team. Bring real samples — we will show you the flow, the controls and the outcomes you can measure.