How to work with controls

Configure controls at workspace level

Define controls (name, key, type, logic) in your workspace settings.

In Settings → Controls, you choose between a manual control, an automated control built from logic, and an automated control written in code.

Use AI code generator for controls

A code-based control can be written for you: describe what it should check in plain language and the AI code generator produces the code.

• Create or edit a code-based control in the Controls settings
• Click the AI Code Generator button
• Enter a prompt describing what the control should do
• Click Generate to let AI build the code instructions
• Validate the code using the Test control feature

Assign controls via templates

Add controls to case templates, so they are applied consistently to relevant cases.

Go to Templates, open one, and add Controls on its dedicated tab.

Completion tracking

Every case tracks each control as incomplete or completed.

• Manual controls require explicit completion by an analyst.
• Automated controls are evaluated automatically when case data changes.

Approval enforcement

A case cannot be approved, by a human or automatically, until every control assigned to it is completed.

Audit & history

All control updates and overrides are recorded in the case's activity log for auditability.