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Intake IQ

An intake layer that categorizes each incoming case, generates a summary, and surfaces actionable insights directly to the caseworker.

SalesforceGeminiApexLWC
SummarizedEvery case on intake
ContextNot a raw record
ConsistentTriage across the team
The problem

Every incoming case arrived as a raw record. Before anyone could act, a person had to read it, categorize it, and figure out what mattered.

That work was repeated on every case and varied with whoever was doing it.


How it works

Extract, verify, then route the unsure to a human.

route_to_human.pipeline Confident · auto Unsure · to a human
Incomingcases · docs
Modelconfidence
Human review
Flagged cases
Auto-resolved
Confident, cited
01

Categorize

Each case is categorized on arrival.

02

Summarize

A summary is generated so the caseworker starts with the gist, not a wall of fields.

03

Surface insights

Relevant signals are surfaced directly in the caseworker view, before they start.


What shipped

Caseworkers start with context instead of a raw record. Faster, more consistent triage.

The same categorization logic is applied to every case across the team.

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