Manual Review Ops Platform

Announcing Footprint’s Case Management Solution

At Footprint, we know that managing reviews is one of the most operationally challenging parts of onboarding. Whether it’s verifying identity documents, escalating high-risk cases, or distributing workloads across your team, the way you manage reviews directly impacts conversion rates, compliance, and fraud prevention.

That’s why we’re excited to introduce the Footprint Review Platform—our comprehensive case management solution built for the future of onboarding.

Why We Built It

Most review systems on the market were designed with compliance reporting in mind, not day-to-day operations. They provide retrospective analytics—like average resolution times or productivity summaries—but fall short when it comes to real-time operational control. Similarly, their assignment models rely on basic round-robin or “created at vs. SLA expiration” logic, which doesn’t reflect the real complexity of managing case queues. And with push-based assignment models, cases are often automatically assigned in ways that lead to cherry-picking and backlogs.

Footprint’s Review Platform was designed to close those gaps—giving your team real-time visibility, intelligent prioritization, and a fairer, more efficient way to work.

Key Capabilities

1. Real-time operational visibility

Unlike platforms focused mainly on historical analytics, Footprint offers live dashboards that track queue health, SLA proximity, and staffing needs in real time. Instead of asking, “What went wrong yesterday?” you can answer, “Where should I reallocate resources right now to prevent a breach?”

2. Dynamic, multi-factor prioritization

Where other systems force a binary choice—sort by “created at” or by “SLA expiration”—Footprint takes a more sophisticated approach. Our multi-factor prioritization engine escalates cases dynamically based on SLA proximity, base priority, and creation time. This ensures the most urgent cases rise to the top, without sacrificing fairness or consistency.

3. Fair, pull-based assignment

Automatic push assignment can cause operational issues: cherry-picking, misallocation of complex cases, and inaccurate visibility into work in progress. Footprint solves this with a configurable pull-based system, where agents request their next case. This prevents easier cases from getting “snapped up” first, ensures workload equity, and gives managers a clearer view of actual progress.

4. Smart routing to specialized teams

Segment cases by complexity, risk, or expertise. Routine reviews go to generalists, while fraud specialists handle high-risk escalations. This routing ensures each case gets the right level of attention, at the right time.

5. Full audit trails and performance tracking

Every review is logged from start to finish, creating a compliance-ready audit trail while also surfacing the metrics that matter: SLA adherence, agent productivity, and queue health.

Why It Matters

By combining real-time visibility, intelligent prioritization, and fair distribution, Footprint helps you:

• Prevent SLA breaches before they happen

• Resolve more reviews in less time

• Eliminate cherry-picking and hidden backlogs

• Make smarter staffing and resource allocation decisions

In short: while other tools focus on compliance and historical reporting, Footprint is built for active operations management.

Looking Ahead

The launch of our Case Management Solution marks another step toward Footprint’s mission: building the onboarding platform for the companies transacting in the digital age. By giving teams the tools they need to manage reviews intelligently and fairly, we’re helping organizations onboard customers with confidence—at scale.

If you’d like to see the Footprint Review Platform in action, get in touch with our team!