Case Management

Agentic AI Auto-remediation

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Grouping alerts into existing open cases

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Case subjects: Customer and Counterparty cases

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Adding stages to a case workflow

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Video: Assigning cases

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Video: Managing, searching, and sorting cases

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Video: Case Workflows

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Using alerts in screening cases

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Transitioning a case across stages in a workflow

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Reordering stages in a case workflow

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Renaming stages in a case workflow

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Viewing a case workflow

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Searching for a case

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Sorting the case list

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Assigning a case

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Assigning multiple cases at the same time

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Adding notes to a case

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Closing a case

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Closing multiple cases at the same time

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Reopening a closed case

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Viewing the audit trail for a case

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Set up case assigned email notifications in the Mesh UI

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Adding notes to an alert

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Permissions by case type

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