As the insurance and other service sectors are constantly evolving, the demand for efficient and effective Claims/Case management has never been higher. At CDIT, we understand the importance of effective case management. Whether you're dealing with insurance claims, customer complaints, legal cases, or internal investigations, our case management solution has got you covered. Our solution offers a range of benefits, including omni-channel ingestion of any document type, AI-based classification and extraction, workflow automation, end-to-end audit, and collaboration. CDIT's Claims/Case Management System (CMS)

Claims/Case Management System (CMS) Overview

CDIT's Claim/Case management Solution (CMS) is a comprehensive user-friendly platform that streamlines the entire Claims/Case process from start to finish. It was designed to streamline your business processes, reduce manual labor, and enhance efficiency. With CMS you can manage and track all your cases and tasks in one place, regardless of the document type or source.

Omni-Channel Ingestion:

CDIT's CMS supports omni-channel ingestion, meaning you can capture data from any source. Whether it's email, web forms, or even physical documents, our solution can extract the relevant information and store it in one central location. This makes it easy to manage cases from multiple sources and ensure nothing slips through the cracks.

AI-Based Classification and Extraction:

CDIT's CMS uses AI-based classification and extraction to extract relevant data from unstructured documents. This technology allows us to classify documents based on their content and extract relevant data automatically, saving time and reducing the risk of error.

Business Process Automation:

CMS includes Business Process Automation to help streamline Claims/Case management. With CDIT's CMS, you can automate repetitive tasks, standardize processes, and ensure that cases are handled consistently and efficiently. You can design and automate your own workflows to ensure that tasks are assigned to the right people at the right time. You can also track the progress of each task and receive alerts if there are any delays or issues and escalate as required. This ensures that your cases are processed efficiently and effectively, and that you can respond quickly to any changes or issues.


CMS supports collaboration among team members, allowing for effective communication and coordination. With CDIT's solution, team members can work together to manage cases more efficiently, share information, and make informed decisions.

End-to-End Audit:

CDIT's CMS includes end-to-end audit functionality, allowing you to track all activities related to a claim/case. This feature enables transparency and helps ensure compliance with regulations and internal policies.

One of the standout features of CMS is the ability to customize it as needed and flexibility to enhance it as the business changes. CMS can be tailored to fit your specific business needs and processes.
Contact us today to learn more about how our solution can help you streamline your claim/case management processes.

If you're ready to take your Claims/Case Management to the next level, we invite you to get in touch with us and see CMS in action.


  • Omni-channel ingestion of any document type through mail, fax, email, network, web portal, API, etc.
  • High volume throughput
  • Centralized or regionally distributed ingestion
  • Intake automatically routed through a configurable workflow with exception handling


  • Automated Classification of Documents
  • Automated Extraction of business critical information from document intake
  • AI based Signature and Data Extraction
  • Cross-reference of extracted data with line-of-business systems


  • Comprehensive process automation through a configurable workflow with exception handling
  • Communicate with signees directly through workflow
  • Additional workflows can be initiated based on the result of any verification outcome
  • Trigger workflows based on any number of business criteria

Role-Based Authorization

  • Integration with Active Directory or LDAP can enable single sign-on capability, as well as user-based escalations, delegations and approvals
  • Rules engine for work allocation and load-balancing tasks based on individuals or groups

Content Creation & Editing

  • Leverage Case metadata to compile templated documents and emails for customer communication
  • Create and publish digital forms to solicit additional case information
  • Merge and / or split documents and redact text

Seamless System Integration

  • Integrates with any Document Management, CRM, ERP, or other Line-of-Business Application
  • Platform built on Microsoft SQL and uses web services (SOAP, WCF, RESTful), API, RPA to connect to third-party software applications

Other Solutions

For more information on how CDIT can improve your organization’s operational efficiencies, please call or email us directly. We will be pleased to assist you.