---
updatedAt: 2026-09-30T14:41:59.000Z
agentTools:
  projectIndex: https://docs.sumsub.com/llms.txt
---

# Case Management

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  /* =========================================================
     1. CANVAS OVERRIDES & RESET
     ========================================================= */
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     2. DESIGN SYSTEM TOKENS
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  /* =========================================================
     5. MAIN GRID
     ========================================================= */
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     6. RIGHT TIMELINE RAIL & SECTIONS
     ========================================================= */
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     7. MILESTONE CARDS
     ========================================================= */
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     8. PAGE FOOTER NAVIGATION
     ========================================================= */
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  /* =========================================================
     9. RESPONSIVE ADAPTATION
     ========================================================= */
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<div id="shorts-hub">

  <div class="hub-description">
    <p>Explore Case Management setup steps and learn advanced practices for compliance teams. Select a module on the right to view highlights, jump directly to video timestamps, or open full technical documentation.</p>
  </div>

  
  <input type="radio" name="hub-tab-selection" id="tab-1-radio" class="tab-radio" checked />
  <input type="radio" name="hub-tab-selection" id="tab-2-radio" class="tab-radio" />

  
  <div class="hub-tabs">
    <label for="tab-1-radio" class="hub-tab-trigger">01. Setup &amp; Configuration</label>
    <label for="tab-2-radio" class="hub-tab-trigger">02. Advanced Compliance Practices</label>
  </div>

  
  <div id="setup-hub" class="balanced-split-grid">
    
    <div class="sticky-left-viewport">
      <div class="cinema-player-box">
        <iframe class="iframe-canvas" name="v_frame_setup" src="https://www.youtube.com/embed/iTRYoOlPJC0?start=14&rel=0" title="Case Management Setup Guide" allowfullscreen></iframe>
      </div>

      <div class="bottom-boxes-split">
        <div class="checklist-card">
          <h3>SETUP CHECKLIST</h3>
          <label class="checklist-item"><input type="checkbox" /><span>Configure team roles <a href="/docs/user-roles" target="_blank" class="inline-guide-link">→</a></span></label>
          <label class="checklist-item"><input type="checkbox" /><span>Construct Blueprints <a href="/docs/setting-up-blueprints#create-custom-blueprints" target="_blank" class="inline-guide-link">→</a></span></label>
          <label class="checklist-item"><input type="checkbox" /><span>Set up automation <a href="/docs/create-new-case#create-cases-in-workflow-builder" target="_blank" class="inline-guide-link">→</a></span></label>
          <label class="checklist-item"><input type="checkbox" /><span>Review team cases <a href="/docs/review-cases" target="_blank" class="inline-guide-link">→</a></span></label>
        </div>

        <div class="launchpad-footer-panel">
          <div>
            <h2>Try in Cockpit</h2>
            <p>Open Case Management in your Sumsub Dashboard to configure live rules and investigation layouts.</p>
          </div>
          <a href="https://cockpit.sumsub.com/checkus/caseMgmt/overview" target="_blank" class="btn-launch">Go to Dashboard →</a>
        </div>
      </div>
    </div>

    
    <div class="right-timeline-rail">
      <div class="rail-onboarding-tip">
        <span>💡</span> <span>Click a module to view highlights, jump to that clip, or open its guide.</span>
      </div>

      <div class="timeline-section">
        <div class="section-lane-divider">Setup Chapters</div>

        
        <div class="milestone-card">
          <input type="checkbox" id="s1-toggle" class="card-toggle-input" aria-label="Toggle module 01" />
          <label for="s1-toggle" class="card-headline-strip">
            <div class="bg-watermark">01</div>
            <div class="card-header-row-1">
              <h3>Overview &amp; Importance</h3>
              <div class="interaction-meta-block">
                <span class="click-state-hint"></span>
                <svg class="accordion-carret-icon" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2.5"><path d="M6 9l6 6 6-6"></path></svg>
              </div>
            </div>
            <div class="card-header-row-2">
              <span class="bc-teaser-time">🎬 0:14</span>
            </div>
          </label>
          <div class="strategic-context-grid">
            <div class="context-block-cell">
              <div class="cell-title-row">Goal</div>
              <ul>
                <li>Understand how Case Management unifies transactions, applicant profiles, and risk flags into a single investigative workspace.</li>
              </ul>
            </div>
            <div class="card-action-bar-cell">
              <a href="https://www.youtube.com/embed/iTRYoOlPJC0?start=14&autoplay=1&rel=0" target="v_frame_setup" class="ua-btn ua-video">🎬 Watch</a>
              <a href="/docs/case-management" target="_blank" class="ua-btn ua-docs">Open Guide ↗</a>
              <a href="https://www.youtube.com/embed/iTRYoOlPJC0?start=280&autoplay=1&rel=0" target="v_frame_setup" class="ua-btn ua-next">Next Module →</a>
            </div>
          </div>
        </div>

        
        <div class="milestone-card">
          <input type="checkbox" id="s2-toggle" class="card-toggle-input" aria-label="Toggle module 02" />
          <label for="s2-toggle" class="card-headline-strip">
            <div class="bg-watermark">02</div>
            <div class="card-header-row-1">
              <h3>Roles &amp; Permissions</h3>
              <div class="interaction-meta-block">
                <span class="click-state-hint"></span>
                <svg class="accordion-carret-icon" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2.5"><path d="M6 9l6 6 6-6"></path></svg>
              </div>
            </div>
            <div class="card-header-row-2">
              <span class="bc-teaser-time">🎬 4:40</span>
            </div>
          </label>
          <div class="strategic-context-grid">
            <div class="context-block-cell">
              <div class="cell-title-row">Goal</div>
              <ul>
                <li>Configure Case Management permissions across compliance analysts and administrators.</li>
              </ul>
            </div>
            <div class="card-action-bar-cell">
              <a href="https://www.youtube.com/embed/iTRYoOlPJC0?start=280&autoplay=1&rel=0" target="v_frame_setup" class="ua-btn ua-video">🎬 Watch</a>
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              <span class="bc-teaser-time">🎬 7:01</span>
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                <li>Drag, drop, and structure custom investigation widgets to standardize how risk officers audit cases.</li>
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              <span class="bc-teaser-time">🎬 9:57</span>
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                <li>Navigate applicant profiles inside active cases, verify associated data, and finalize compliance decisions.</li>
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              <span class="bc-teaser-time">🎬 13:26</span>
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                <li>Build conditional workflows to automatically generate cases whenever specific risk score limits or alerts trigger.</li>
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              <span class="bc-teaser-time">🎬 17:13</span>
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            <h2>Advanced Case Management</h2>
            <p>Set up 4-Eyes review and automate FIU exports for total compliance across your team.</p>
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              <h3>"Majestic" Overview</h3>
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              <span class="bc-teaser-time">🎬 0:14</span>
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                <li>Monitor your team's overall workload and view key performance indicators across active case queues.</li>
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              <a href="https://www.youtube.com/embed/cbWokmLl6es?start=14&autoplay=1&rel=0" target="v_frame_enhance" class="ua-btn ua-video">🎬 Watch</a>
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              <span class="bc-teaser-time">🎬 3:47</span>
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              <span class="bc-teaser-time">🎬 6:13</span>
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              <span class="bc-teaser-time">🎬 10:44</span>
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              <span class="bc-teaser-time">🎬 12:52</span>
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                <li>Assign high-value customer records directly to specific analysts and rebalance work queues dynamically.</li>
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              <span class="bc-teaser-time">🎬 14:39</span>
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              <span class="bc-teaser-time">🎬 17:48</span>
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