We released an improved revision of our Case Management solution. If you are using Case Management 1.0, this guide will help you migrate to the newer version.

Case Management 1.0 vs Case Management 2.0

The fundamental difference between Case Management 1.0 and Case Management 2.0 is using Blueprints instead of Queues.

Blueprints are much more flexible and provide a huge field for customization.

For example, you can select the type and amount of data available for a specific Blueprint, making the investigation routine for different departments, roles, and purposes more focused.

To learn more about Blueprints, refer to this article.

Migrating to Case Management 2.0

Set up blueprints

To transition from Case Management 1.0:

1. Navigate to Queues Settings.
2. Analyze your queues and decide which blueprints to create for them. You can create one blueprint for one queue or apply more advanced logic.
3. Navigate to Blueprints Settings.
4. Create the needed Blueprints as described in this article.
5. Navigate to your Installed rules list.
6. Click on a rule that affects case creation. In the Effects section pick a blueprint for your team's investigation from the drop-down menu.
7. Select the group to be by: Rule and applicant or just Applicant for proper case creation.

Now, all new cases will be generated in accordance with the Blueprints you selected.

If you generate cases using the Workflow builder, you must add the Blueprints to the dedicated workflows.

Request assistance from your Customer Success Manager. They will add an extra block with the Create case action type and your blueprint.

If you generate cases for Ongoing AML Monitoring, you must navigate to Configurations and select the needed Blueprint from the Blueprints drop-down menu.

Transition existing cases

There are two ways to migrate your unresolved cases:

1. If you have less than 25 unresolved cases, you should resolve them manually without any additional actions.
2. If you have more than 25 unresolved cases, you can either resolve them manually or request automated migration from your Customer Success Manager.

For automated migration, provide the data in the following format:

Disable Case Management 1.0

After completing the steps above, contact your Customer Success Manager to disable Case Management 1.0.