
Case IQ Copilot
UX Design Consultant
2024
Case IQ Copilot
Each case is summarized and archived as a PDF when an investigation is complete. This summarization is made simple using Generative AI technology.

Copilot Task Chain
Configuration by Admin
Customer’s administrators are empowered to control the GenAI output using configuration controls in Settings.

Configuration
Case Management by Investigation Team
The case management tool includes many moving parts for investigators and teams to leverage for efficiency and productivity during their investigative process. Calendar, notes, to-do lists, appointments, etc.

Landing Page

Calendar

Case Activity

Case Summary
Review by Team Leader
Once the investigation team has generated a summary it is flagged for review by the team leader.

Summary Review
Summary Completed (Team Leader)
Attestation by team leader is the final step prior to LLM completing it’s last task in the chain. Once this is completed the final generate summary action is taken.