Reference

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 identifier
  • case_type_id: Case type used to evaluate the intake
  • workflow_id and workflow_version: Workflow declaration used by the case
  • operating_mode: system_of_intelligence or system_of_action
  • runtime_status: processing, intake_in_progress, gate_ready, gate_evaluating, ready_for_review, or complete
  • workspace.facts: Extracted facts with resolution status and cited evidence
  • workspace.documents: Documents associated with the case
  • workspace.operational_summary: Blockers, ownership, and the primary action
  • workspace.summary: Fact and document counts
  • updated_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.

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