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Cases

A case is an instance of a finding detected by the system that requires investigation and resolution. It is automatically generated when a rule processes the results of a script and records an anomaly or situation to review.

Purpose

Manage detected findings, document evidence, assign responsible parties, record investigations, and close findings with full traceability.

Inputs and outputs

Inputs:

  • Findings generated by rules
  • Associated transactional data
  • User assignments
  • Comments and documentation

Outputs:

  • Closed cases with documented resolution
  • Audit reports
  • Traceability records
  • Emails and notifications sent to responsible parties

Case states

#StateDescription
1PendingNewly created case, pending investigation
2In progressCase assigned to a user, under analysis
3In reviewCase investigated, awaiting review
4ClosedCase resolved and documented

Available actions

  • Create case (automatic or manual)
  • Assign to user
  • Add comments and evidence
  • Change state
  • Close with resolution
  • Generate reports

Traceability

Each case maintains a complete record of:

  • User who created the case (automatic or manual)
  • Date and time of creation
  • State changes with timestamps
  • Assigned and reassigned users
  • Comments and attached evidence with author and date

Relationship with other modules

  • Generated from findings detected by Rules and Scripts
  • Executed during a Job execution
  • Recorded in the Job's auditable execution record
  • Requires Roles and Users configuration for assignment