Documentation Index
Fetch the complete documentation index at: https://docs.finpace.tech/llms.txt
Use this file to discover all available pages before exploring further.
Cases, documents, and tasks
Case model
A case is the operational wrapper for work that spans multiple steps and participants. Examples:- onboarding review
- payment repair
- lending exception
- covenant breach remediation
- customer complaint
- fraud escalation
Task model
Tasks carry:- assignee
- queue
- due date
- SLA clock
- related business object
- status
- completion evidence
Document model
Documents must support:- category and type
- source system
- version
- upload actor
- linked parties or facilities
- hash or integrity marker
- retention rule
- deletion restriction if subject to hold
Typical task triggers
- missing document
- expired KYC
- approval pending
- payment exception
- rate reset requiring review
- covenant breach follow-up
- AI tool execution blocked by policy
AI usage
AI may:- classify incoming documents
- summarize a case
- draft a follow-up request
- propose routing priority
- delete evidence
- override retention rules
- close regulated cases without policy-approved automation