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Pivotal Case Manager — CMS
Where complaints turn into resolutions.
14 followers
Where complaints turn into resolutions.
14 followers
Pivotal Case Manager — CMS is an enterprise-grade complaint and case management platform for E-Wallet and fintech operations, giving full lifecycle control from intake to resolution with SLA monitoring and escalation. Built on RBAC/PBAC, maker-checker approvals, read-only audit trails, and permission-gated PII reveal, it keeps every action governed and compliance-ready — backed by a modular React/TypeScript stack ready to integrate with a live backend.
how does the maker-checker approval actually work in practice when someone needs to resolve a high-priority case but the approver is unavailable — does it auto-escalate or just sit waiting?
@ecrinyp2y The solution supports configurable approval workflows for high-priority cases. If an approver is unavailable, the system can automatically escalate the request to a designated backup approver or the next approval level based on predefined SLA and escalation rules, preventing cases from remaining pending unnecessarily.
Would you like to see a live demo of this workflow?
How does the maker-checker approval flow actually get configured per case type, and is that something an admin can adjust on the fly without a redeploy?
@fikretzbto The maker-checker workflow is configurable per case type, allowing administrators to define approval levels, assign approvers, and update workflow rules through the admin portal without requiring a redeployment.
We would be happy to demonstrate this capability and discuss your specific requirements in a meeting at your convenience.
Tried the demo flow and the maker-checker approval step actually feels solid, not just a checkbox. The read-only audit trail view is the kind of thing compliance teams usually ask for on day one.
@anlkmc6 Thank you! We'd be happy to walk you through the maker-checker workflow and immutable audit trail in a live demo.
The maker-checker approvals flow feels really solid for fintech compliance work. SLA monitoring on the dashboard was the standout for me, made it easy to see what was at risk without digging through menus.
@emreboyvatexph Thank you! We'd be happy to demonstrate the maker-checker workflow and SLA monitoring in a live demo if you're interested.
The maker-checker approval flow feels really well thought out, especially the permission-gated PII reveal — that's a nice touch for compliance teams juggling sensitive customer data.
@emrah1398235 Thank you! We'd be happy to show the permission-gated PII controls and overall workflow in a brief live demo.