Application Case List
The Application Case List section is designed to provide an organized and efficient way to manage active cases. It includes a structured table displaying key case information, along with filtering, searching, and data export functionalities. Each case entry has an action menu for quick operations.
Key Features:
Case Table Display
Presents a list of active cases with essential details.
Each row represents a single case.
A menu on the side for managing each case.
Table Columns
Assignee – The person responsible for handling the case.
Claimant Name & Surname – Full name of the individual filing the claim.
Insurer Information – Details about the insurance company involved.
Case Numbers – Includes:
Our Unique Case No. – Internal reference number.
Insurance Company Case No. – External reference number from the insurer.
Case Status – Current status of the case (e.g., Open, Pending, Closed).
Actions Menu – Provides options to manage the case, such as edit, view details, assign, or close.
Functionalities
Search – A quick search bar to find cases using keywords (e.g., claimant name, case number).
Advanced Filter – Allows users to refine the case list based on multiple criteria, such as:
Assignee
Status
Date Range
Insurer
Export Data – Enables exporting selected case data in formats like Excel or PDF.
This section ensures easy case tracking and management, streamlining workflow for users handling multiple cases simultaneously.
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