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Case Management

Powered by Salesforce, decisioned by Provenir. Purpose-built case management solutions that get you to market faster.

Real-time decisioning

Create applications in our Salesforce case management solution, and send to our decisioning studio for instant approvals.

Rapid deployment

Connect the Provenir Salesforce case management solution with our decisioning studio to get instant case management capabilities.

Simplified management

Make managing your application funnel quick and easy with preconfigured dashboards.

Amplify the Provenir AI-Powered Risk Decisioning Platform with our Salesforce solution for case management.

Tap into the Provenir case management solution to combine the power of Salesforce case management capabilities with Provenir’s cloud-native decisioning, data and AI capabilities. The Provenir Case Management solution, built on the robust and secure Salesforce Platform, powers end-to-end application management.

Elevate the benefits you receive from the AI-Powered Risk Decisioning Platform with prebuilt industry solutions that accelerate time to market and simplify case management across your financial product lines. Our Salesforce solutions offer an easy-to-use interface that empowers your risk and underwriting teams to create world-class customer experiences.


We’ve built the case management solution, so you don’t have to.

The Provenir AI-Powered Risk Decisioning Platform empowers endless possibilities. Now with the added support for case management through our purpose-built Salesforce solution, you can launch sophisticated end-to-end loan processing at record speed.

Expand control

Expand the power of our Decisioning Platform to support end-to-end credit application processing. Use Provenir’s Salesforce solution to create applications, manage exceptions and improve queue management.

  • Dashboard, queue and record processing included
  • Power customer and case management, underwriting and loan origination and customer onboarding
  • Industry-specific solutions available

Advance decisioning

You don’t need to sacrifice decisioning power to support streamlined case management, onboarding and originations. When you use our Decisioning Platform and Salesforce solution together, you’ll still get all of the benefits of our industry-leading decisioning technology.

  • Use predictive analytics models in any language including R, Python, TensorFlow, and more
  • Improve accuracy with machine learning capabilities
  • Decision applications in under a second

Monitor applications

As a risk leader, you need rapid insights into the credit application lifecycle. Use our preconfigured dashboards and screens to get a big picture view of your application funnel. Get insights into applications by status, decision metrics, lead sources, product lines, etc.

  • View fraud alerts
  • Track approval and decline numbers
  • Monitor exception queue

Configurable solutions

You don’t need to build your case management capabilities to make them yours. Our case management solution lets you configure your user interface to fit your business needs. See the data that matters to you by easily configuring views.

  • Configure reports, dashboards, and application screens
  • Easily see the information that matters to you
  • Focus your team on the right data

Secure processing

We know that data security is an essential part of credit decisioning, so data encryption and audit functionality come baked in as standard. With solutions that are powered by Salesforce and contained with its industry leading security and data controls, you can rely on your case management tools being as secure as possible.

  • Platform level encrytion
  • Salesforce event monitoring
  • Field audit trail

Simplify management

Our Case Management solutions are built using Salesforce’s unmatchable CRM tools. We chose to use Salesforce technology not only because it’s highly focused on security, but because it’s incredibly easy to use.

  • Get your team up and running on our Salesforce solution in minutes
  • Eliminate reliance on technical teams
  • Take control of your exception queue

Our cloud platform makes us unique. Our results make you stand out.

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“The flexibility and ease of use of the Provenir platform allowed us to complete a very complex project in record time with nearly half as many resources and over a 50% cost reduction.”

Gabriel Grynsztein, Strategy Lead, Risk Infrastructure
Bigbank logo

“The Provenir solution is an important element in our transformation. The interface is so visual that it is simple to design effective, transparent business processes.”

Agur Jõgi, Chief Technology Officer, Bigbank

“The flexibility of Provenir allows us to create our own risk decisioning workflows that can easily connect with any data source.”

Andy Dodd, Managing Director, Novuna Capital
Bisnode logo

“Provenir plays a vital role in navigating this balance between compliance and speed, because it gives us the ability to orchestrate all of our scoring and compliance processes very quickly.”

Magnus Silfverberg, CEO, Dun & Bradstreet
Telia logo

“Provenir empowers the Telia Finance team to create and change credit offerings independently, process customer applications in seconds, and easily integrate to multiple data sources for better quality decisioning.”

Fredrik Nilsson, Credit Manager, Telia

Companies like you choose Provenir

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Our reach is global

Provenir operates around the world, providing you with the data, technology and support you need to power a global business. We’re your go-to partner, regardless of time zone.

Let’s build smarter, together.