Case Type Configure

Case Type Configuration

After creating a Case Type, you define how it works by configuring document requirements, data fields, stages and the workflows connected to it.

To access the configuration panel:

1. Select your Case Type from the Agents list.
2. Click the Configure tab in the left sidebar.

The main sections are Document Checklist, Documents Fields and Workflow. Depending on your setup you will also see Case Fields and Stages.

1. Document Checklist

The Document Checklist tab lets you define which document types are required for each case.

Here, you can:

• Add Document Types: click + Add Doc Type to include additional document categories (e.g., Bank Statement, Loan Application, ID Proof).
• Mark as Required: toggle the switch to make a document mandatory for each case.
• Set Count: specify how many files of each type are needed.
• Remove: delete a document type from the checklist if not needed.

This helps ensure all necessary files are uploaded before the case moves forward.

2. Documents Fields

The Documents Fields tab lists all data fields extracted from each document type in your case.

Here, you can:

• View Fields: see the extracted fields for each document type (e.g., Account Name, Bank Name, Opening Balance for Bank Statements).
• Edit Fields: click Edit to modify which fields are captured or reviewed.
• Refresh: update the field list if you have recently added or modified document types.

This section helps align extracted data fields across multiple document types used in a case.

3. Workflow

The Workflow tab shows every workflow connected to this case type.

Click a row to open that workflow in the editor. New workflow creates a workflow for this case type.

The attached workflow processes documents through blocks such as:

• Upload: where documents enter and become a case.
• Document Type Classifier: classifies uploaded files (e.g., Bank Statement, Loan Application).
• Data Extraction: runs the extraction model for each document type.
• Validation: adds rules for consistency checks (e.g., name matching, fraud detection).

Use Latest Run to see the outcome of the most recent execution.

Tip

Use the configuration panel to fine-tune your case type: which documents are needed, what data gets extracted, how validations are applied, and which workflows run when a case changes. Learn more in Agents Builder and Trigger Blocks.