Operational views
Review work, evidence, exceptions and authorised decisions within a defined operating scope.
Humanitarian & nonprofit / APPLICATION BLUEPRINT
Humanitarian Assistance Case Management
Coordinate consented case intake, approved eligibility review, assistance decisions, partner referrals, appeals and closure evidence.
12 workspace menus · 12 business workflows · 5 role profiles
Application blueprint only. This is a proposed design, not a deployed or production-tested system. Screens and sample figures are illustrative; workflows, business rules, approvals, permissions and integrations require confirmation before build.
Designed for Humanitarian programme manager and authorised caseworkers
Explore an illustrative interface.
Illustrative workspace and record review. Select a concept screen to inspect it in full.
Operational dashboards and work queues.
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.
The end-to-end business journey.
From intake to authorised completion, with evidence at each decision.
Receive a consented case
Receive a request and establish consented case information.
Assess approved criteria
Assess needs against approved assistance criteria.
Coordinate assistance
Approve support referrals and coordinate case actions.
Review outcomes and appeals
Review delivered assistance, appeals and case closure.
Business workflows
Select a workflow to review the steps, responsibilities, approval and exception handling.
01 · Coordinate consented case intake
Coordinate consented case intake within Humanitarian assistance case management.
Trigger
Consented case intake requires a new record, an agreed review or a controlled change.
Responsible role
Caseworker
- Register consented case intake and its operating scope
- Check permitted purpose, prerequisites and authority
- Record the delegated approval or refusal
- Track term, withdrawal and later changes
Approval
Referral partner records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Authority is missing, permission changes or the requested purpose exceeds the accepted scope.
Outcome
A scoped permission or recorded refusal, its conditions and review history.
02 · Coordinate needs and eligibility review
Coordinate needs and eligibility review within Humanitarian assistance case management.
Trigger
Needs and eligibility review requires a new record, an agreed review or a controlled change.
Responsible role
Assistance approver
- Register needs and eligibility review and its operating scope
- Collect the linked records and qualified evidence
- Assign the responsible reviewer and record findings
- Accept the outcome or assign corrective follow-up
Approval
Referral partner records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.
Outcome
A review finding, its accepted evidence and any accountable corrective actions.
03 · Coordinate assistance approval
Coordinate assistance approval within Humanitarian assistance case management.
Trigger
Assistance approval requires a new record, an agreed review or a controlled change.
Responsible role
Caseworker
- Register assistance approval and its operating scope
- Assign the accountable owner and required actions
- Review the relevant evidence and unresolved conditions
- Confirm the accepted outcome and retain its history
Approval
Referral partner records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Required information or responsibility is missing, or an operating condition changes.
Outcome
A completed operating record with its linked evidence and remaining obligations.
04 · Coordinate partner referrals
Coordinate partner referrals within Humanitarian assistance case management.
Trigger
Partner referrals requires a new record, an agreed review or a controlled change.
Responsible role
Caseworker
- Register partner referrals and its operating scope
- Assign the accountable owner and required actions
- Review the relevant evidence and unresolved conditions
- Confirm the accepted outcome and retain its history
Approval
Referral partner records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Required information or responsibility is missing, or an operating condition changes.
Outcome
A completed operating record with its linked evidence and remaining obligations.
05 · Coordinate case action tracking
Coordinate case action tracking within Humanitarian assistance case management.
Trigger
Case action tracking requires a new record, an agreed review or a controlled change.
Responsible role
Caseworker
- Register case action tracking and its operating scope
- Assign the accountable owner and required actions
- Review the relevant evidence and unresolved conditions
- Confirm the accepted outcome and retain its history
Approval
Referral partner records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Required information or responsibility is missing, or an operating condition changes.
Outcome
A completed operating record with its linked evidence and remaining obligations.
06 · Coordinate appeals
Coordinate appeals within Humanitarian assistance case management.
Trigger
Appeals requires a new record, an agreed review or a controlled change.
Responsible role
Caseworker
- Register appeals and its operating scope
- Assign the accountable owner and required actions
- Review the relevant evidence and unresolved conditions
- Confirm the accepted outcome and retain its history
Approval
Referral partner records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Required information or responsibility is missing, or an operating condition changes.
Outcome
A completed operating record with its linked evidence and remaining obligations.
07 · Coordinate delivery review and closure
Coordinate delivery review and closure within Humanitarian assistance case management.
Trigger
Delivery review and closure requires a new record, an agreed review or a controlled change.
Responsible role
Assistance approver
- Register delivery review and closure and its operating scope
- Collect the linked records and qualified evidence
- Assign the responsible reviewer and record findings
- Accept the outcome or assign corrective follow-up
Approval
Referral partner records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.
Outcome
A review finding, its accepted evidence and any accountable corrective actions.
08 · Register the operating requirement
Coordinate operating requirement within Humanitarian assistance case management.
Trigger
Operating requirement requires a new record, an agreed review or a controlled change.
Responsible role
Caseworker
- Register operating requirement and its operating scope
- Compare options, dependencies and operating constraints
- Review the selected option with its accountable owners
- Accept the plan and track its delivery conditions
Approval
Referral partner records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
An assumption changes, prerequisites are missing or stakeholders cannot accept the proposed commitment.
Outcome
An approved operating plan and owned actions for its accepted conditions.
09 · Resolve operating exceptions
Coordinate operating exceptions within Humanitarian assistance case management.
Trigger
Operating exceptions requires a new record, an agreed review or a controlled change.
Responsible role
Caseworker
- Register operating exceptions and its operating scope
- Gather the relevant evidence and review options
- Route the case to the delegated decision owner
- Record the outcome, conditions and follow-up obligations
Approval
Referral partner records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
The case exceeds delegation, contains a conflict or has disputed evidence.
Outcome
An authorised decision or escalation with accountable resolution actions.
10 · Verify completion and follow-up
Coordinate completion and follow-up within Humanitarian assistance case management.
Trigger
Completion and follow-up requires a new record, an agreed review or a controlled change.
Responsible role
Assistance approver
- Register completion and follow-up and its operating scope
- Collect the linked records and qualified evidence
- Assign the responsible reviewer and record findings
- Accept the outcome or assign corrective follow-up
Approval
Referral partner records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.
Outcome
A review finding, its accepted evidence and any accountable corrective actions.
11 · Review controlled operating changes
Coordinate controlled operating changes within Humanitarian assistance case management.
Trigger
Controlled operating changes requires a new record, an agreed review or a controlled change.
Responsible role
Assistance approver
- Register controlled operating changes and its operating scope
- Collect the linked records and qualified evidence
- Assign the responsible reviewer and record findings
- Accept the outcome or assign corrective follow-up
Approval
Referral partner records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.
Outcome
A review finding, its accepted evidence and any accountable corrective actions.
12 · Prepare scoped operational reports
Coordinate scoped operational reports within Humanitarian assistance case management.
Trigger
Scoped operational reports requires a new record, an agreed review or a controlled change.
Responsible role
Caseworker
- Register scoped operational reports and its operating scope
- Assign the accountable owner and required actions
- Review the relevant evidence and unresolved conditions
- Confirm the accepted outcome and retain its history
Approval
Referral partner records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Required information or responsibility is missing, or an operating condition changes.
Outcome
A completed operating record with its linked evidence and remaining obligations.
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.
Operating rules by business workflow
- For consented case intake, the request stays within the recorded permission and delegated authority.
- For needs and eligibility review, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
- For assistance approval, the record retains an accountable owner, its supporting evidence and accepted outcome.
- For partner referrals, the record retains an accountable owner, its supporting evidence and accepted outcome.
- For case action tracking, the record retains an accountable owner, its supporting evidence and accepted outcome.
- For appeals, the record retains an accountable owner, its supporting evidence and accepted outcome.
- For delivery review and closure, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
- For operating requirement, the accepted plan records assumptions, rejected alternatives, dependencies and conditions.
- For operating exceptions, a decision retains its authority, reason, supporting evidence and resulting obligations.
- For completion and follow-up, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
- For controlled operating changes, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
- For scoped operational reports, the record retains an accountable owner, its supporting evidence and accepted outcome.
Data, interfaces and operating requirements.
Core records
Record fields and linked information
- Record identifier — Stable reference for the operating transaction.
- Programme / service area — Business scope used for responsibility and reporting.
- Operating subject — The request, commitment or work item being handled.
- Accountable owner — Named responsibility for the next action.
- Workflow stage — Current position in the agreed business journey.
- Review requirement — Required review and outstanding decision.
- Due or review date — Agreed action window or review trigger.
- Linked evidence — Source records supporting the operating decision.
- Decision authority — The delegated authority relevant to the accepted outcome.
- Accepted outcome — Recorded decision and its business consequences.
- Follow-up obligation — Remaining responsibilities after an accepted action.
- Revision history — Trace of accepted changes and their evidence.
- Consented case intake reference — Link the relevant consented case intake to the operating transaction and its decision evidence.
- Needs and eligibility review reference — Link the relevant needs and eligibility review to the operating transaction and its decision evidence.
- Assistance approval reference — Link the relevant assistance approval to the operating transaction and its decision evidence.
- Partner referrals reference — Link the relevant partner referrals to the operating transaction and its decision evidence.
- Case action tracking reference — Link the relevant case action tracking to the operating transaction and its decision evidence.
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.
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.
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.
Explore the platform
AN EXAMPLE OPERATING SCENARIO
What to validate in a scoped demonstration.
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
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.
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