Overview

Dynamic Case Management is a case management add-on to Mendix by CaseFabric.

In addition to the module we also introduced the Dynamic Case Management Commons module. This a specific module that has preconfigured page templates, pages, overviews, etc. which saves you time during the development phase and is directly available to download from the Mendix Marketplace.

Dynamic Case Management:

• Case Management enables users to truly manage business dynamics and ‘Act Upon Insight’
• Case Management battle inefficiencies due to dispersed and legacy data systems. This makes crucial information invisible or difficult to access, slowing down businesses
• Businesses can model their processes and build complex workflows that handle numerous cases daily
• Such holistic case management solutions streamline operations, increase efficiency, and make it possible to achieve business goals

Business ecosystems in almost all domains have grown quite complex and unpredictable since the nineties as businesses evolved from an industrialized to the internet world. In the new hyper-connected ecosystem, business enablement involves equipping business functions (sales, marketing, operations, HR, etc.) with the right digital tools, software platforms, data, and workflows to drive productivity, innovation, and measurable business outcomes.

Our digital tools should help in removing friction in operations, unlocking capabilities and expanding use cases, and more importantly, should align with business outcomes. However, not all technologies are business enablers. Some are created and then adjusted to business needs. Such technologies may not adapt well to changing conditions.

Dynamic Case Management (DCM) is different. It addresses the primary concerns of today’s businesses – handling complexity and uncertainty. Here’s how.

Supporting Complex or Numerous Operations

Many still think of Dynamic Case Management as another version of process management. However, there is one key difference which elevates it from being an isolated solution to a business enabler – Dynamic Case Management is dynamic, i.e., the next step in the case is determined from the case model and context while executing the case. Hence, a DCM solution automates or streamlines the processes and brings them closer to real-life business operations. The solutions support complex or numerous operations; so, they can be leveraged by businesses in varied domains, especially the critical ones like healthcare, governance, insurance, etc., to expand their use cases or scale up to new customers or geographies.

Automation with Human Oversight

What are the limits of automation? In critical domains, it’s essential to recognize these boundaries and design systems that incorporate human oversight where automation falls short.

Casework often requires context-based decision-making. A robust platform should empower knowledge workers to make informed decisions based on both their expertise and case data. Not all processes can or should be fully automated, particularly when accountability is key or when the data involved is complex and unstructured.

Case data typically includes both structured and unstructured elements. Unstructured or raw data is often left intentionally unprocessed to give knowledge workers the flexibility to interpret and apply it in meaningful ways. In some cases, data may remain unstructured simply because it isn’t in a format that automation can handle. In either scenario, a human decision-maker is needed to determine if and how the data should be used. Case steps often involve raw data and processes that cannot be automated.

Therefore, truly effective Dynamic Case Management (DCM) platforms must seamlessly integrate automated workflows with human judgment, enabling organizations to balance efficiency with informed, accountable decision-making.

Building Dynamic Case Management Solutions – The Fastest and yet the most Effective Way

Dynamic Case Management solutions are great. However, there’s a catch. It is not easy to build them as per your business and domain needs. Low-code platforms like CaseFabric make building DCM solutions easier and more reliable. They can be built in less time, with fewer bugs, and can be modified easily. These advantages maximize ROI and provide a competitive edge through operational efficiency and digital differentiation.

In addition to faster delivery and cost savings, DCM solutions foster stronger collaboration between IT and business teams. They offer operational visibility and compliance readiness, making them ideal for sectors that demand high accountability and agility.

6 Key Elements of a Dynamic Case Management Platform That Enables a Business

1. Digital Infrastructure DCM platforms expand your digital infrastructure. When connected to existing IT systems like CRM, ERP, and other platforms, they support cross-functional workflows and seamless data access.
2. Automation & Integration They reduce manual tasks and connect disparate systems, improving process speed, accuracy, and consistency.
3. Run-time Case Support The platforms support event stores that provide real-time case analysis, dashboards, and AI-driven insights to simplify complex processes.
4. Scalability & Agility When your solutions are built on a strong architecture for modeling dynamic cases, they enable rapid adaptation to market shifts, regulatory changes, or evolving customer needs.
5. User Empowerment Designing solutions with a user-friendly IDE helps case workers (not just IT teams) configure, customize, and control the case steps.
6. Security & Governance Built-in rules, audit trails, and customizable authorization engines help ensure security, regulatory compliance, and risk management—especially critical in industries like finance, healthcare, and government.

Documentation

After installation of the DCM Marketplace Add-on, you will have the option to design case models right from Studio Pro - See Design Case Models for more information.

These models are thereafter available in the Mendix Runtime and a number of java actions allow you to start an instance of the designed model and interact with it down the line by using the provided Case Management actions. Interact with cases explains more on how to interact with the case model within your application.

In addition to the module we also introduced the Dynamic Case Management Commons module. This a specific module that has preconfigured page templates, pages, overviews, etc. which saves you time during the development phase and is directly available to download from the Mendix Marketplace.

For more information:

The Mendix DCM module documentation

The CaseFabric DCM module guide

Dynamic Case Management Commons module

Mendix support is the first line of support for the DCM module.