> ## Documentation Index
> Fetch the complete documentation index at: https://docs.recordengine.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Case Management

> Track document review work items, assign them to team members, and automate resolution workflows.

## Overview

Cases are work items linked to documents that require human attention. They are created automatically by the Rules Engine or manually by any user.

Navigate to **Cases** in the sidebar to view and manage your case queue.

***

## Case Statuses

| Status      | Meaning                           |
| ----------- | --------------------------------- |
| New         | Just created, awaiting assignment |
| Ready       | Assigned and ready for action     |
| In Progress | Actively being worked on          |
| Backlog     | Deprioritised, not urgent         |
| Resolved    | Work complete                     |
| Closed      | Archived, no further action       |

***

## Case Priority

Cases have three priority levels calculated by the AI priority scoring system:

| Priority | AI Score | Indicators                               |
| -------- | -------- | ---------------------------------------- |
| High 🔥  | 70+      | Overdue, high-value invoice, urgent flag |
| Medium ⚡ | 40–69    | Standard review required                 |
| Low      | \< 40    | Informational, non-urgent                |

Priority is computed from: base priority weight + due date urgency + case age.

***

## Creating Cases

### Automatically (Rules Engine)

The most common path. Configure a rule with action `create_case`:

1. Go to **Rules Engine → New Rule**
2. Set trigger (document event or case event)
3. Set conditions (e.g. confidence\_score \< 70)
4. Set action to **Create Case** and choose priority

### Manually

From any document detail view:

1. Scroll to the **Cases** section
2. Click **➕ Create Case for this Document**
3. Fill in title, priority, assignee, due date

***

## Batch Operations

Select multiple cases using the checkboxes to act on them at once:

* **Change Status** — select a status from the dropdown and click Apply
* **Change Priority** — select a priority and click Apply
* **Delete** — permanently removes selected cases (requires confirmation)

Use **Select All** at the top to select all cases matching the current filter.

***

## Filtering the Queue

Use the filter dropdowns at the top of the Cases page:

* **Status** — filter by case status
* **Priority** — filter by High / Medium / Low
* **Assignee** — filter by team member, or select "Mine" to see only your cases

***

## Case Events & Automation

When a case status changes, the Rules Engine can fire automatically.

See [Rules Engine → Case Events](/rules-engine#case-event) for full documentation on building case-driven workflows.

**Common pattern:** case resolved → document approved → webhook to accounting system.

***

## REST API

Cases are fully accessible via the REST API. Base path: `/api/v1/cases/`

| Method | Endpoint                          | Description               |
| ------ | --------------------------------- | ------------------------- |
| GET    | `/api/v1/cases/`                  | List cases (filterable)   |
| POST   | `/api/v1/cases/`                  | Create a case             |
| GET    | `/api/v1/cases/{id}`              | Get case by ID            |
| PATCH  | `/api/v1/cases/{id}`              | Update case fields        |
| DELETE | `/api/v1/cases/{id}`              | Delete a case             |
| POST   | `/api/v1/cases/{id}/notes`        | Add a note                |
| GET    | `/api/v1/cases/document/{doc_id}` | Get cases for a document  |
| GET    | `/api/v1/cases/stats`             | Aggregate case statistics |

Full API documentation available at `https://yourinstance.recordengine.ai/api/docs`.