Cases
Case objects, statuses, and review states for Klarefi intake workflows
Case Object
A case represents one intake packet moving from submission to review. It keeps the applicant session, documents, extracted facts, follow-up history, review state, and integration metadata together.
Common Fields
case_id: Klarefi case identifiercase_type_id: Case type used to evaluate the intakeworkflow_idandworkflow_version: Workflow declaration used by the caseoperating_mode:system_of_intelligenceorsystem_of_actionruntime_status:processing,intake_in_progress,gate_ready,gate_evaluating,ready_for_review, orcompleteworkspace.facts: Extracted facts with resolution status and cited evidenceworkspace.documents: Documents associated with the caseworkspace.operational_summary: Blockers, ownership, and the primary actionworkspace.summary: Fact and document countsupdated_at: Projection update time
Status Guidance
Use runtime_status for workflow orchestration. Use the queue projection for
operator queues and workspace.facts[].status for item-level resolution state.