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Humanitarian & nonprofit

Humanitarian Assistance Case Management

Coordinate consented case intake, approved eligibility review, assistance decisions, partner referrals, appeals and closure evidence.

Request a tailored demonstrationExplore the interface

12 workspace menus · 5 role profiles · Connected records

Designed for humanitarian programme managers and authorised caseworkers

Humanitarian Assistance Case Management workspace interface preview; illustrative records and figures.
Humanitarian Assistance Case Management — operational workspaceInterface preview · Illustrative dataView full interface →

Explore the system interface.

Operational workspace and record review. Select a screen to inspect it in full.

Humanitarian Assistance Case Management workspace interface preview; illustrative records and figures.
Humanitarian Assistance Case Management — operational workspaceInterface preview · Illustrative dataView full interface →
Humanitarian Assistance Case Management record interface preview; illustrative records and figures.
Humanitarian Assistance Case Management — record and workflow reviewInterface preview · Illustrative dataView full interface →

Operational dashboards and work queues.

Operational views

Review work, evidence, exceptions and authorised decisions within a defined operating scope.

Programme / service areaPeriodAssigned teamReview state

Dashboard measures

  • Active operational records
    Count of all records in the selected workspace.
  • Review queue
    Records at the third stage of the business workflow.
  • Needs attention
    Records with an assigned review requirement.
  • Final-stage records
    Records in the fourth business workflow stage.

Business workflow and operating scope

Coordinate consented case intake, approved eligibility review, assistance decisions, partner referrals, appeals and closure evidence. Assistance cases can involve several partners while the beneficiary's needs, consent and outstanding actions change. The system retains an accountable case record and a controlled route for eligibility exceptions or appeals, with restricted access to sensitive beneficiary information.

Operational visibility

  • Assistance case resolution time
  • Open cases by priority and ageing
  • Service level / cycle time dashboard
  • Escalation and exception report
  • Resolution outcomes and rework

Operations

Operational overview

Review the work position and priority actions.

Consented case intake

Coordinate consented case intake with assigned responsibilities, linked records and review history.

Needs and eligibility review

Coordinate needs and eligibility review with assigned responsibilities, linked records and review history.

Assistance approval

Coordinate assistance approval with assigned responsibilities, linked records and review history.

Partner referrals

Coordinate partner referrals with assigned responsibilities, linked records and review history.

Case action tracking

Coordinate case action tracking with assigned responsibilities, linked records and review history.

Appeals

Coordinate appeals with assigned responsibilities, linked records and review history.

Delivery review and closure

Coordinate delivery review and closure with assigned responsibilities, linked records and review history.

Insights

Reports and saved views

Review the reporting scope and export agreed operational views.

Governance

Approvals and exceptions

Review delegated decisions, exceptions and recorded conditions.

Audit history

Trace accepted changes, decisions and accountable actions.

Access and configuration

Manage the agreed role permissions and configurable operating rules.

The end-to-end business journey.

From intake to authorised completion, with evidence at each decision.

01

Receive a consented case

Receive a request and establish consented case information.

02

Assess approved criteria

Assess needs against approved assistance criteria.

03

Coordinate assistance

Approve support referrals and coordinate case actions.

04

Review outcomes and appeals

Review delivered assistance, appeals and case closure.

Governance and control

  • Every case must have an owner, priority and status.
  • Sensitive records must be visible only to authorised roles.
  • Escalation rules must be configurable by severity and elapsed time.
  • Decisions that affect entitlement, safety or payment require accountable human approval.
  • Closed cases may reopen only through a controlled path that preserves history.

Accountable roles

Caseworker
Programme reviewer
Assistance approver
Referral partner
Appeal reviewer

Permissions are configured and tested for the agreed responsibilities.

Data, interfaces and operating requirements.

Core records

Case / requestPerson / customerService / issue typeTaskAssignmentDecisionEvidence / communicationResolution

Systems and interfaces

  • Approved programme records
  • Referral partner interfaces
  • Restricted beneficiary information services

Interface scope, data mapping and testing are agreed for each engagement.

Implementation requirements
Approved humanitarian eligibility procedures, referral partners and restricted beneficiary information access.

Mobile and tablet access

Provide caseworkers with permitted field intake and action records. Offline and sensitive-data handling require separate validation.

Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.

Apple App Store ↗Google Play ↗

AI extensions

Prepare draft case summaries for authorised staff using agreed privacy controls. Eligibility and assistance decisions remain human approved.

AI extensions are scoped around the required data, business outcome and review controls.

Engineered with Genesis.

Structured application engineering

Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.

Controlled changes

Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.

Deployment and support

Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.

An example operating scenario

See the process, its exception and the evidence.

A case is assessed against approved assistance criteria. An eligibility exception is reviewed by the responsible officer, approved support is referred to a partner and delivered assistance is recorded. The workflow includes an appeal and an accountable closure decision.

What to review

  • A saved end-to-end transaction
  • An exception and its authorised resolution
  • Different operator, approver and reviewer permissions
  • Final records, history and the relevant report
Discuss this solution

Questions before implementation.

How is this system adapted to our organisation?

Roles, approval authority, business rules, records and reporting are configured around your operating model. Scope definition connects the required business outcome to workflows, interfaces and acceptance criteria.

How are approvals and responsibilities defined?

Operators, reviewers and authorised decision makers have defined responsibilities. Approval limits, exception handling and access permissions are agreed with your business owners and tested against the selected workflows.

Can it connect with our existing systems?

Interface requirements cover your existing business systems, data ownership, mapping and authentication. Connection design and testing form part of the agreed implementation scope.

What will we review in a solution walkthrough?

Start with a relevant business transaction, then review its approvals, an exception, role permissions and final records. Discuss the integrations, reporting and operating requirements that matter to your organisation.