Case Object

A case represents one intake packet moving from submission to review. It keeps the applicant session, documents, extracted facts, gap history, review state, and integration metadata together.

Common Fields

• case_id: Klarefi case identifier
• external_case_id: Identifier from your system
• workflow_id: Workflow used to evaluate the intake
• status: Current case state
• facts: Extracted and reviewed fact set
• documents: Documents associated with the case
• review_state: Human review state when applicable
• metadata: Customer-provided operational metadata

Status Guidance

Use case status for workflow orchestration and operator queues. Use fact status for item-level review. A case can be generally ready while one fact remains review-only, depending on your workflow policy.