Cogent Workflow Automation increases efficiencies and accuracy by removing subjectivity and manual interventions, and establishing specific rules that are enforced by the software. The rules engine keeps the right accounts in front of the right users, at the right time. So accounts that are performing well move along without the need for anyone to work them - allowing your staff to focus on the exceptions in a timely fashion.
At the heart of the Cogent rules engine are over 750 conditions and 150 actions you can use to define evaluations and perform processes that will ensure accounts are handled consistently - while reducing the risk of human error and delay. Workflow automation can even be introduced at any point during your business processes, including:
Workflow Automation is accomplished by building tasks that evaluate information about the claim, and is usually based on an event that recently occurred. The rules engine then determines the next logical action(s) to be taken. Below is an example of a typical task that would be initiated once a the user enters Service Results:
Task to be executed when Service Results are entered:
Rule: Service Result is Good Service (Rule passes if all of these conditions are true)
Service result is one of these served
Actions Set: Review Good Service
Cancel Check Service Results
Schedule task: Review to Prepare Default Judgment (30 days after date of service)
Rule: Service not served due to bad address (Rule passes if all of these conditions are true)
Service result is one of these Bad Address
Action Set: Review Bad Service for Bad Address
Schedule task: Skiptrace Home Address
Schedule task: Cancel Check Service Results
Rule: Service not served due to avoiding service (Rule passes if all of these conditions are true)
Service result is one of these Avoiding Service
Action Set: Review Bad Service for Avoiding Service
Pay cost: Motion Fee
Schedule task: Print 2nd Summons Package
Schedule task: Cancel Check Service Results
Schedule task: Review for Court Notification for Alternate Service to run in 14 days