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Government

Secure Government Case Management Application

A governed case management pattern with search, assignment, document handling, and audit history.

Solution Example · Reference Architecture

Business Challenge

Public-sector case handling processes often rely on legacy systems or paper files, limiting searchability, assignment tracking, and auditability.

Proposed Architecture

Power Apps model-driven application on Dataverse
Structured case entity model with linked documents and activities
Role-based security scoped to case ownership and department
Power Automate for assignment and status-change notifications

Technology Stack

Power Apps (Model-Driven)DataversePower AutomateSharePoint Online

Process Workflow

1 Case created and classified
2 Search and duplicate-detection on intake
3 Case assigned based on workload and specialization
4 Documents attached and versioned
5 Status tracked through defined case stages
6 Full audit history retained for compliance review

Security Considerations

Field-level and record-level security in Dataverse
Role-based permissions by department and case sensitivity
Comprehensive audit logging of all case activity

Business Outcomes

Centralized, searchable case repository
Improved assignment visibility and workload balancing
Auditable history supporting compliance and oversight

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