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Introduction

Case Management Studio’s modular architecture allows you to extend the base application with additional features and functionality to meet your specific use case and business needs.

Do you want to use AI to analyze and summarize case comments and documents, assign and route cases to designated teams based on specific conditions, or generate custom reports and dashboards using data from various sources? Our module extensions provide these functionalities and more, allowing you complete control to customize Case Management Studio according to your organizational and process requirements.

Ready to begin? Unlock the full potential of Case Management Studio with these module extensions, categorized by the Appian platform capabilities: AI, productivity, and user experience.

AI modules

Leverage the benefits of AI-powered features and tools and empower your users with advanced functionalities that streamline case management processes, by integrating one or more of these modules with the Case Management Studio Base application.

MODULE DESCRIPTION USER(S) GET STARTED
Case Comments Summary Enable private AI to analyze and process case comments then generate a single summary of all the comments for the case.
  • Case Managers
  • Case Workers
 1. Install
2. Setup
Case Document Summary Enable private AI to analyze and process user-uploaded PDF case documents and generate a document summary.
  • Case Managers
  • Case Workers
 1. Install
2. Setup
Case Record Chat Adds an AI-powered chatbot to the Case Summary view, allowing users to gain additional insights about the case.
  • Case Managers
  • Case Workers
 1. Install
2. Setup

Productivity modules

Increase your team's productivity and efficiency by incorporating one or more of these modules with the Case Management Studio Base application.

MODULE DESCRIPTION USER(S) GET STARTED
Automated Case Routing Allow case managers to create business rules that automatically route new cases to the appropriate team.
  • Case Managers
 1. Install
2. Setup
Demo Data Load sample data packs into the Case Management Studio Base application to support feature and functionality demonstrations.
  • Implementation Teams
  • Consultants
  • Partners
 1. Install
2. Setup
Report Builder Create custom reports and dashboards using different data sources.
  • Case Managers
  • Case Workers
 1. Install
2. Setup

User Experience modules

Incorporating one or more of these modules with the Case Management Studio Base application will enhance the overall user experience for all of your users.

MODULE DESCRIPTION USER(S) GET STARTED
My Cases Enable authenticated users to view and provide updates on their created and claimed cases.
  • Authenticated Users
 1. Install
2. Setup
Public Portal Grant unauthenticated users access to their case management system via a public portal.
  • Public Users
 1. Install
2. Setup
Public Self-Registration Enable public users to self-register for an Appian user account to access My Cases and claim and keep track of their case records.
  • Public Users
 1. Install
2. Setup

Case Management Studio only comes out-of-the-box with the advanced and premium capability tiers.

CMS Modules

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