METHOD AND SYSTEM FOR CASE MANAGEMENT
A method and a case management system are described. The case management system enables a user to enter client notes for a client with associated tags and a draft indicator. A first identifier of a first client and a first draft indicator are stored as first field values of a first record of a client note object in a case management datastore. First tags are stored in second field values of a second record. Upon receipt of a search request for client notes that includes search criteria, the first field values are retrieved from the case management datastore based on the search criteria and transmitted to the computing device in response to the search request.
1 . A computer implemented method of client note generation in a case management system comprising:
receiving, from a computing device of a customer system, a first identifier of a first client for which a first client note is to be generated, one or more first tags to be associated with the first client note, and a first draft indicator that indicates whether the first client note is a draft;
storing the first identifier of the first client and the first draft indicator as first field values of a first record of a client note object in a case management datastore;
storing the first tags in second field values of a second record, wherein the first tags are associated with the first record in the case management datastore;
receiving a search request for client notes that includes one or more search criteria;
retrieving, based on the search criteria, at least the first field values from the case management datastore; and
transmitting the at least the first field values to the computing device in response to the search request.
2 . The computer implemented method of claim 1 , wherein the second record is the first record and the second field values are of the first record.
3 . The computer implemented method of claim 1 , wherein the second record is different from the first record, the second record is a record of a tags object that is different from the client note object, and the client note object and the tags object are linked.
4 . The computer implemented method of claim 1 , wherein the field values further include a body field value including information entered by a user of the computing device, and a client note identifier field values that uniquely identifies the first client note.
5 . The computer implemented method of claim 1 , wherein the search criteria include at least one of a tag from the first tags, the first draft indicator, or the first identifier of the client.
6 . The computer implemented method of claim 1 ,
wherein the at least the first field values include the second field values, and
the transmitting the at least the first field values includes transmitting the second field values, causing the first field values and the second field values to be displayed on a graphical user interface as the first client note.
7 . The computer implemented method of claim 1 ,
wherein the at least the first field values include third field values of a third record that is of the client note object, and
the transmitting the at least the first field values includes transmitting the third field values, causing the first field values and the third field values to be displayed on a graphical user interface as a first client note and a third client note that is different from the first client note.
8 . The computer implemented method of claim 7 , wherein the first client note and the third client note share at least one of a tag from the first tags, the first draft indicator, or the first identifier of the client.
9 . The computer implemented method of claim 1 further includes:
causing the presentation of a subset of record objects offered by the case management system on the computing device of the customer system;
receiving a selection of one or more records of the subset of the record objects for the first client note; and
linking the first client with the received records in the case management system.
10 . The computer implemented method of claim 9 , wherein the subset of the record objects is selected by an administrator of the case management system.
11 . A non-transitory machine-readable storage medium that provides instructions that, if executed by a processor, will cause said processor to perform operations of client note generation in a case management system, the operations comprising:
receiving, from a computing device of a customer system, a first identifier of a first client for which a first client note is to be generated, one or more first tags to be associated with the first client note, and a first draft indicator that indicates whether the first client note is a draft;
storing the first identifier of the first client and the first draft indicator as first field values of a first record of a client note object in a case management datastore;
storing the first tags in second field values of a second record, wherein the first tags are associated with the first record in the case management datastore;
receiving a search request for client notes that includes one or more search criteria;
retrieving, based on the search criteria, at least the first field values from the case management datastore; and
transmitting the at least the first field values to the computing device in response to the search request.
12 . The non-transitory machine-readable storage medium of claim 11 , wherein the second record is the first record and the second field values are of the first record.
13 . The non-transitory machine-readable storage medium of claim 11 , wherein the second record is different from the first record, the second record is a record of a tags object that is different from the client note object, and the client note object and the tags object are linked.
14 . The non-transitory machine-readable storage medium of claim 11 , wherein the field values further include a body field value including information entered by a user of the computing device, and a client note identifier field values that uniquely identifies the first client note.
15 . The non-transitory machine-readable storage medium of claim 11 , wherein the search criteria include at least one of a tag from the first tags, the first draft indicator, or the first identifier of the client.
16 . The non-transitory machine-readable storage medium of claim 11 ,
wherein the at least the first field values include the second field values, and
the transmitting the at least the first field values includes transmitting the second field values, causing the first field values and the second field values to be displayed on a graphical user interface as the first client note.
17 . The non-transitory machine-readable storage medium of claim 11 ,
wherein the at least the first field values include third field values of a third record that is of the client note object, and
the transmitting the at least the first field values includes transmitting the third field values, causing the first field values and the third field values to be displayed on a graphical user interface as a first client note and a third client note that is different from the first client note.
18 . The non-transitory machine-readable storage medium of claim 17 , wherein the first client note and the third client note share at least one of a tag from the first tags, the first draft indicator, or the first identifier of the client.
19 . The non-transitory machine-readable storage medium of claim 11 further includes:
causing the presentation of a subset of record objects offered by the case management system on the computing device of the customer system;
receiving a selection of one or more records of the subset of the record objects for the first client note; and
linking the first client with the received records in the case management system.
20 . The non-transitory machine-readable storage medium of claim 19 , wherein the subset of the record objects is selected by an administrator of the case management system.
21 . A computing device in a case management system for client note generation, the computing device comprising:
a non-transitory machine-readable medium having stored therein code; and
one or more processors coupled to the non-transitory machine-readable medium, the one or more processors to execute the code to perform the following operations:
receiving, from a computing device of a customer system, a first identifier of a first client for which a first client note is to be generated, one or more first tags to be associated with the first client note, and a first draft indicator that indicates whether the first client note is a draft,
storing the first identifier of the first client and the first draft indicator as first field values of a first record of a client note object in a case management datastore,
storing the first tags in second field values of a second record, wherein the first tags are associated with the first record in the case management datastore,
receiving a search request for client notes that includes one or more search criteria,
retrieving, based on the search criteria, at least the first field values from the case management datastore, and
transmitting the at least the first field values to the computing device in response to the search request.
22 . The computing device of claim 21 , wherein the search criteria include at least one of a tag from the first tags, the first draft indicator, or the first identifier of the client.
23 . The computing device of claim 21 ,
wherein the at least the first field values include the second field values, and
the transmitting the at least the first field values includes transmitting the second field values, causing the first field values and the second field values to be displayed on a graphical user interface as the first client note.
24 . The computing device of claim 21 ,
wherein the at least the first field values include third field values of a third record that is of the client note object, and
the transmitting the at least the first field values includes transmitting the third field values, causing the first field values and the third field values to be displayed on a graphical user interface as a first client note and a third client note that is different from the first client note.
25 . The computing device of claim 21 , wherein the operations further include:
causing the presentation of a subset of record objects offered by the case management system on the computing device of the customer system;
receiving a selection of one or more records of the subset of the record objects for the first client note; and
linking the first client with the received records in the case management system.