Build Vs. Buy: Configurability of Case Management
A big internal decision within Intuit was on whether the monitoring and case management should be built internally or bought from external vendors. The key reason behind most companies opting for the ‘build’ option is simple — most vendors just don’t provide the level of customizability in the case management system that investigators need. Ultimately, companies end up having to build their own systems, and the amount of engineering effort to integrate a new case management system isn’t worth it.
Unit21’s customizability extends to the case management tooling too. Through the platform, Intuit can codify specific workflows and actions needed for investigations, and customize any component of the case management tool as needed. Moreover, Unit21 integrates with Intuit’s systems so seamlessly that the investigations team doesn’t need to work on both the Unit21 systems and Intuit’s internal admin systems.
The case management system is built with automation in mind. Unit21 has several features that completely automate manual repetitive tasks and enable the investigators to spend more time on investigations.
As an example, Unit21 not only has automated Suspicious Activity Report filing, but also pre-populates the information on the Suspicious Activity Report based on the information on the case that led to the filing of the SAR. Such technology easily automates hours of work, amounting to millions of dollars at scale.
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