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v0.41.0: major release : New case manager

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@Arnaudschw Arnaudschw released this 15 May 09:40
· 53 commits to main since this release

New case manager

Today we’re proudly announcing the first brick to a 10x more efficient analyst work, with our new case manager. Not just a redesign, it’s the foundation for automation and the end of context switching, ensuring better compliance, less manual work, and giving space to let AI work alongside analysts.

It’s the first of a series of releases set for the next months, gradually setting up our vision for automation.

In this release, you’ll have access to :

  • A complete redesign of the case manager, with dynamic action panels on the right
  • A dedicated, personal inbox, giving you a view of all cases assigned to you, no matter in which inbox it’s located
  • Inboxes filtered by status
  • Escalation : set a target inbox to escalate your cases in a single click
  • Assignment : any action in a pending case will assign the case to you. You can also reassign cases to other team member
  • New case status : the case status have been overhauled for more clarity : Pending (non assigned), in progress (someone’s working on it), closed. The former status are automatically converted.
  • Detection improvement status : you’ll be asked to select the value of the alert on each case (False positive, Valuable Alert, Risk confirmed). It’s the foundation to let you train your own ML algorithm using the labels available within Marble, and allow Marble to provide you in the near future with even more efficient detection.
  • 1-click “next unassigned case” button for faster navigation
  • Case snoozing to automatically reactivate a case at a certain date (great for reminders)
  • A brand new investigation view that can be filtered for clearer insights
  • A new view on alerts, with clear actions and quick view, and the possibility to expand on a panel all the details. The rules triggered are displayed in the quick view ordered by score (higher to lower)
  • The detail of the past alert for the same customer / pivot, with their status, to get quick insights on previous risks
  • A dedicated panel for rule snoozing, to make things faster
  • A complete data exploration to replace your back office : access all other objects linked to the customer : transactions, events… Navigate within them, filter them, get details.
  • A better view on object, with ordered fields and fields hidden by default to remove cluttered data

Configuration

To start working efficiently with this release, we invite you to configure your escalation inboxes and data display, following this 1 minute video presentation

Deployment

⚠️ This release exceptionally introduces some breaking changes to the case status. Please note that once the database migrations included in the version v0.41.X have been run, the backend may return errors as long as it has not been upgraded to the same version, after which the frontend may show errors as long as it has not been upgraded to version v0.41.X.