A Smarter Way to Handle Exceptions and Claims
Sonas Case Management software manages operational discrepancies and customer claims in a single, automated, and auditable workflow. The case management system streamlines investigation, reduces costs, and keeps customers informed and satisfied.
Where Manual Case Handling Falls Short
Manual investigations rely on spreadsheets, emails, and paper trails, causing slow resolutions, missed cases, and frustrated customers. Without structured case management software, teams lack visibility and control, increasing operational costs and risk.
Investigators spend excessive time gathering data, chasing teams, and manually collating evidence, delaying case closure.
Missed exceptions and mismanaged claims lead to costly write-offs, unnecessary manual effort, and financial risk for the organisation.
Disconnected workflows slow case handling, limit insight, and reduce transparency with customers.
A Central Hub for Exception and Claim Management
Sonas automates case creation, investigation, and resolution of operational discrepancies and customer claims. Its adaptive case management approach delivers structure, transparency, and real-time visibility while reducing manual effort and operational costs.
Central Dashboard for Exceptions & Claims
View, manage, and prioritise all open and closed exceptions and claims from one central hub. Gain real-time visibility into status, assignees, and operational impact.
Unified view of all exceptions and claims
Filter by status, type, assignee, or client
Prioritise high-impact cases quickly
Configurable Investigation Workflows
Design investigation workflows that adapt to your organisation’s processes with flexible adaptive case management controls.
Fully customisable steps for each case type
Role-based access with review and electronic sign-offs for approvals
Automated alerts and notifications to keep cases moving
Integrated Evidence & Documentation
All evidence is automatically linked to the case, providing full auditability. Additional files can also be uploaded.
Automatically linked photographs, scanned documents, and notes
Complete timestamps and user tracking for every action
Evidence from reconciliations, field data, and customer submissions is immediately available
Customer Claims Portal
Sonas case management system allows clients restricted access to submit claims, leave comments, and track resolution progress transparently.
Secure portal for claim submission and document uploads
Real-time updates and communication tracking
Enables collaborative claim resolution without emails or spreadsheets
Link Investigation to Claims
Link related exceptions and claims to prevent duplicated work and accelerate resolution. Apply the resolution from an exception directly to a claim.
Automatically associate claims with existing exceptions
Reuse exception resolutions for fast claim closure
Reduces operational effort and delivers faster, happier customer outcomes
Transform How You Manage Cases
Faster Resolution: Faster Resolution: Resolve cases quickly using structured workflows and built-in case management software.
Seamless Collaboration: Centralise investigations and communications across teams and customers for smooth case handling
Enhanced Customer Transparency: Allow customers to track claims, upload documents, and provide feedback in real time
Full Audit Trail: Record every action, note, and decision for complete traceability and accountability
See Case Management in Action with Sonas - Book a Demo
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Case Management Across Industries
Manage exceptions from reconciliations and client claims with real-time visibility by integrating operational and reconciliation data within a single case management system.
Automate exception handling with integrated evidence. Resolve customer claims efficiently and submit claims directly using Sonas case management software.
Streamline exceptions and claims with integrated documentation, resolving customer issues while submitting claims to upstream case management systems
Track and resolve discrepancies across wallets, devices, and settlement systems. Submit claims to your cash management provider and maintain auditable records.
Manage exceptions across payment channels and settlement data. Consolidate payment and settlement data to reduce errors and improve reporting.
Explore Industry-Specific Solutions from Sonas
Access our product brochures to learn how we can simplify and automate your operations.
Automation that modern cash management organisations need to operate efficiently and profitably.
Flexible cash management software for banks and credit unions, supporting accuracy, compliance, and smarter decision-making.
