Case Document Summary Overview

What is the Case Document Summary module?

The Case Document Summary module is a pre-built, self-contained application that leverages private AI to analyze and process user-uploaded PDF case documents and generate a document summary. The Case Document Summary module is shipped with the AI version of the Case Management Studio base application for v2.2 that comes with all AI modules pre-incorporated.

By using the Case Document Summary module with your Case Management Studio Base application, you can reduce your overall case processing time by equipping your case workers with the information they need without the need to open and read case documents in detail.

AI-generated summaries for uploaded PDF documents

After the Case Document Summary module is incorporated with Case Management Studio and incorporated into the Workspace, it is designed to automatically generate a summary for uploaded PDF documents associated with your case records.

This module incorporates private-AI capabilities into the Workspace site and uses Appian's Document Summarizer AI Skill to analyze each PDF and generate a summary, providing a concise overview of the uploaded documents for easy reference and efficient document management within the Case Management Studio application.

Documents can be uploaded to a case in a variety of different ways. Whether the document was uploaded on case creation, ad-hoc from the Documents view, or as part of task completion, a summary will be generated and stored for case workers to see through all stages of the case lifecycle.

Additionally, when a document is deleted, the summary is also deleted to meet your privacy and security requirements.

Ready to get started?

Ready to give your users the access and tools they need to automatically generate a summary for uploaded PDF documents associated with your case records? Download and install the CMS base application package that includes AI modules to unlock the power and capabilities of leveraging an AI with your case documents.

If you are on Case Management Studio v2.1 or prior, use previous versions of the Install and Setup guides for the Case Document Summary module.

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