## Case Preview panel

The **Case Preview** panel provides a condensed summary of a case, allowing you to quickly understand key details.

To open the **Case Preview** panel, select a case from the case list. You can then use the Case Preview panel to perform the following actions:

| Feature          | Description                                                                                                                                                                                                                   |
|------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| Notes            | Add notes to document your thoughts and findings while investigating a case.                                                                                                                                                 |
| Add attachments   | Upload up to 10 files (max 50MB each) per note as supporting evidence. Files can be renamed before finalizing a decision but cannot be edited or deleted afterward. Supported file types include:<br>- PDFs<br>- Images and videos<br>- Text documents<br>- Microsoft Office files (Word, Excel, PowerPoint) |
| Status           | Classify cases based on their progress or required actions.                                                                                                                                                                |
| Tag              | Categorize or highlight key attributes of cases, helping users quickly identify characteristics or risk factors.                                                                                                              |

## Bulk update cases

To bulk update cases, select multiple cases from a Queue, then use the Case Preview panel to update their notes, statuses, or tags.

## Single Case View

The **Single Case View** provides a detailed summary of a case, including:

- Third-party data for additional verification
- Insights into connected cases to identify patterns
- Geolocation details for location-based analysis
- Other relevant case information to support decision-making

To open the **Single Case View**, click a case’s **Application ID** in a Queue. You can then use the side panel to take notes, attach files, update the status, or apply tags.

These features, combined with tools for documenting case history and in-depth findings, enable reviewers to reconstruct the full story of each case.

## Single Case View top panel

The top panel is fixed across every Case View page and includes:

- The case ID
- The applicant’s name (or card owner / main individual involved)
- The current status of the case
- Links to past case history
- The user assigned to the case
- A link to follow the decision path

Together, these elements give reviewers a quick overview and direct access to commonly used features.

### Top panel quick actions

Click the three-dot menu at the top of the Single Case View to access quick actions:

- **Assign Now:** Assign the case to a specific user.
- **Customize Layout:** Rearrange the tile view to fit your preferences.
- **Review Raw Response Data:** View the evaluation record in JSON format.
- **Download Case Report:** Export key case information as a PDF.
- **Add Attributes To A/D List:** Add attributes to existing Allow or Deny Lists.

## Model scores

The body of the **Single Case View** organizes each enrichment and fraud module into its own tile — for example, Address Risk, Email Risk, Phone Risk, Sigma Identity Fraud, Sigma Synthetic Fraud, and First Party Fraud. Each tile summarizes the results that module returned for the evaluation.

When a module is backed by a machine learning model, its tile also displays **model scores**. Expand a score to reveal the model version that produced it, so you always know which model generated a given result.

RiskOS™ groups model scores by type:

| Model type   | Description                                                                                                                                                                |
|--------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| Active       | The score from the model version currently live for your account. This is the score that contributes to the case decision.                                                                                 |
| Challenger   | The score from a candidate model that runs in shadow mode alongside the active model. Challenger scores let you compare a new model against the active one without affecting live decisions, following the same [Champion–Challenger](https://help.socure.com/riskos/docs/experiments) approach used for workflow experiments. |
| Latest       | The score from the most recent model version available for the module.                                                                                                     |

A module tile shows one or more of these types, depending on the models configured for your account. Each entry lists its model version next to the score.

> 📘
>
> **Tip**:
>
> If your account has GenAI Explainability enabled, expand a model score to view a plain-language explanation of the factors behind it. See [GenAI Explainability](https://help.socure.com/riskos/docs/genai-explainability) for details.

## Case History

The **Case History** side panel records all updates to a case, allowing you to quickly understand past activity. Open it by clicking **Case History** in the top panel.

Each entry in the **Case History** may include:

- Case notes
- Assignment updates
- Status updates
- Tag updates

The following actions are available in the **Case History** side panel: