Workflow & Orchestration

Your processes, your rules — configure the workflow, don't inherit the vendor's.

Most CAMA systems hard-code one jurisdiction's way of working into the software. OpenCAMA IQ runs your office on a single orchestration engine that administrators configure — states, gates, deadlines and routing — and that records every step for the day someone asks how a case got decided.

One engine, every process

What it orchestrates

Inspection, valuation, exemptions, appeals and certification are not separate products bolted together — they are processes on one workflow engine, sharing the same data, audit trail and event backbone.

🗺️

Inspection cycles

Schedule field reviews, route work to inspectors, track completion and feed findings straight back into valuation — no rekeying between systems.

📐

Valuation review & certification

Move values through analyst review, supervisor sign-off and statutory certification, with locks that prevent changes once a value is committed.

🧾

Exemptions lifecycle

Application, approval, renewal and termination run as configurable stages — including the deadlines and reminders each program demands.

⚖️

Appeals

Intake, evidence assembly, hearing scheduling and decisions tracked end to end, so an appeals board sees the full history of a contested value.

📋

Roll certification

Assemble, validate and certify the assessment roll on the same engine that produced the values — the final step in a continuous chain, not a separate export.

🔗

All on one engine

Because every process shares the platform, a single change — a parcel split, an ownership transfer — propagates to every workflow that touches it.

Configuration, not code

Configurable, not hardcoded

Workflows are authored by administrators as configuration — versioned, reviewable and changeable without a vendor release. Statutory deadlines change; your software shouldn't need a project to keep up.

🔀

States & transitions

Define the stages a case moves through and the exact conditions under which it may advance, branch or return.

Approval gates with statutory locks

Require sign-offs at the right points, and lock records against edits once a value or roll is certified.

⏱️

Deadlines, SLAs & reminders

Attach statutory and internal clocks to any stage, with escalations and reminders before a deadline slips.

🧭

Assignment & routing

Route work to the right person or team by jurisdiction, property class, workload or rule — automatically.

🗂️

Versioning

Every workflow definition is versioned, so you can see what the process was on any given date and why it changed.

opencamaiq.com / settings / workflows / renewal-campaign
Workflow Authoring for a Renewal Campaign draft: a palette of states and actions, the process laid out on a canvas, a transition inspector showing its trigger, guard condition and termination gate, and a simulation trace run against an anonymized enrollment case.
Work, organized

Human work, organized

People still do the judgment. The platform makes sure the right item reaches the right person at the right time — and that nothing falls through the cracks.

  • Role-based work queues — each user sees the cases assigned to their role, prioritized and ready to act on.
  • Automatic assignment — new work routes itself by rule, balancing load instead of piling onto one desk.
  • Due dates & escalations — items carry their deadline; overdue work escalates to a supervisor automatically.
  • Pipeline at a glance — managers see where every case sits and where the bottleneck is forming, without chasing status.
opencamaiq.com / workflows / sche-enrollment
The SCHE Enrollment Workflow open in the designer: the states palette, the routed process canvas, a properties panel for the selected eligibility-check step, and the assignment table listing role, owner and due dates.
Event-driven

Connected by events

Components hand off through a reliable event backbone. A portal application becomes an exemption case; a certified value flows to the roll — automatically, in order, exactly once, and fully audited.

📨

Ordered

Events are processed in sequence, so downstream steps never run against stale or half-written state.

♻️

Idempotent

A retried or duplicated event produces the same result once — no double-created cases, no doubled credits.

🔍

Fully audited

Every hand-off is recorded with its source, payload and outcome, so you can trace a roll entry back to the application that started it.

Process definition for the exemption enrollment lifecycle: received, in review, approved, enrolled, renewal due and terminated, with the events, approval gates, timers and statutory locks that drive each transition.
Built for many jurisdictions

Jurisdiction-agnostic by design

Processes ship as templates and adapt to each jurisdiction. There are no single-jurisdiction assumptions baked into the engine — so one platform serves a small township and a large county equally well.

📦

Start from templates

Common processes — exemption intake, appeals, certification — arrive pre-built so you configure differences rather than starting from a blank page.

🎚️

Adapt per jurisdiction

Tune stages, deadlines, gates and routing to local statute and practice, without forking the software for each office.

🌐

No baked-in assumptions

The engine makes no claim about how your office works. Multi-jurisdiction operators run distinct rules side by side on one deployment.

Defensible by record

Auditable & defensible

Every transition and approval is logged with who did it, what changed and when. When an appeals board or auditor asks how a case progressed, you can show them — step by step, with names and timestamps.

  • Who / what / when — each state change records the actor, the action and the moment it happened.
  • Complete case history — reconstruct a case's full path from intake to decision, including returns and escalations.
  • Statutory locks held — certified values and rolls are immutable, and the audit trail proves they were never altered.
  • Export for the record — produce a clean, ordered history for a hearing or open-records request on demand.

Related: Exemptions lifecycle · Valuation & certification · AI-assisted configuration.

The data foundation: each entity stored as a typed document, giving strongly-typed application access, plain SQL and smart search over it, and an automatic changelog written on every save recording who changed what, when.

See your office's processes, running on one engine

Bring the workflows you actually use — inspection, valuation, exemptions, appeals, certification — and we'll show you how OpenCAMA IQ configures them without locking you into anyone else's way of working.

Request a demo