Cases

Case objectCopy Anchor Link

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 fieldsCopy Anchor Link

• 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

DecisionCopy Anchor Link

A workflow can end with an offer or a decline. The case package's decision holds it, with one of these statuses:

• offer_sent: the offer is with the applicant
• accepted: the applicant signed, or a person recorded that they accepted
• approved: a person sent a yes that expects no answer. It was final when it was sent, and it has no valid_until
• declined: a person declined the application
• not_taken: the applicant said no, the offer's last day passed, or a person recorded that it was not taken
• withdrawn: the offer was taken back, or the case was reopened

name is what the workflow calls the decision, such as "Coverage confirmation", or null for a plain offer or decline. kind stays offer or decline whatever it is called.

decision is null on a case without one. See Offers and declines.

The package also has decisions, a list. That is the sign-off record: one entry each time a person completed the case, with who and when. decision is what they decided and sent.

Status guidanceCopy Anchor Link

Use runtime_status for workflow orchestration. Use the queue projection for operator queues and workspace.facts[].status for item-level resolution state.