Statuses
Easily find what matters most to youStatuses let you track which cases require attention. They also help you understand the overall progress of your customers through your onboarding process.
An example of a case with status "Needs action"
Case statuses
A case status tells you whether a case needs manual input, is ready for a decision, or has been approved or rejected. It comes from the results of the tasks run on the case, then from the decision of a user.
| Status | Meaning | In the API |
|---|---|---|
| – | The case exists, no task has run yet. | status_review: pending, no status_execution |
| Ongoing | At least one task has run, others are still to run. | status_execution: ongoing |
| Error | A task failed to run. | status_execution: failed |
| Needs action | A task needs a human action. | status_execution: waiting_for_user_input |
| Ready for decision | Every active task is done. Manually cleared tasks count as done. | status_execution: done |
| Approved | The case was approved. | status_review: approved |
| Rejected | The case was rejected. | status_review: rejected |
When tasks differ, the case shows the first status that applies: Error, then Needs action, then Ready for decision. Only active tasks count, see activation conditions.
A reviewer can decide once the case is Ready for decision. A qualified reviewer can decide whatever the status, see user roles.
Task statuses
| Status | Meaning | In the API |
|---|---|---|
| Ongoing | The task is running or still to run. | status_execution: pending, launched or waiting |
| Clear | The task ran and its results are valid. | alert_status: clear |
| Consider | There is an inconsistency or an issue in the results. Take it into account before making a decision. | alert_status: consider |
| Alert | There is a critical inconsistency or issue in the results that must be considered before making a decision. | alert_status: alert |
| Needs action | A user must act to complete the task. | status_execution: waiting_for_user_input |
| Error | The task could not run. An error description is shown when available. | status_execution: failed |
| Manual clear | A user set the task to Clear. A comment is required, and the manual clear can be undone. | status_alert_override |
| Stale | Case data used by the task changed since it last ran. Automatic tasks run again on their own, a manual task waits for Run again. | is_stale: true |
Manual clear is available on any result except Clear.
How a task gets its result
A task runs one or more checks. The task takes the most serious result among them: Alert, then Consider, then Clear.
Updated 3 days ago