PRD-026: Case Management Platform

Document Type

Product Requirements Document (PRD)

Status

Draft

Satisfies

Executive Summary

Implement agent-orchestrated case management using CMMN (Case Management Model and Notation) primitives. Cases provide a structured approach to managing complex, knowledge-intensive work that doesn’t follow a fixed sequence—enabling adaptive workflows with human-AI collaboration.

Goals

  1. Structured case lifecycle — Cases progress through defined stages with milestones
  2. Agent orchestration — PM-Agent coordinates task assignments and handoffs
  3. Artifact pipelines — Documents and artifacts flow through case stages
  4. Audit & governance — Full traceability of case decisions and actions

User Stories

US-026-001: Create Case

As a case worker I want to create a new case with initial context So that I can begin working on a complex problem

Acceptance Criteria:

US-026-002: Stage Progression

As a case manager I want to progress a case through its stages So that work follows the defined lifecycle

Acceptance Criteria:

US-026-003: Task Assignment

As the PM-Agent I want to assign tasks to appropriate workers So that work is distributed effectively

Acceptance Criteria:

US-026-004: Artifact Generation

As a case worker I want case artifacts to be generated automatically So that I can focus on decisions rather than document creation

Acceptance Criteria:

Functional Requirements

ID Requirement Priority
REQ-CM-001 System SHALL support CMMN case lifecycle primitives P0
REQ-CM-002 System SHALL enforce stage transition constraints P0
REQ-CM-003 System SHALL track case history and audit trail P0
REQ-CM-004 System SHALL integrate with Artifact Engine for document generation P0
REQ-CM-005 System SHALL support PM-Agent task orchestration P1
REQ-CM-006 System SHALL support parallel and optional stages P1
REQ-CM-007 System SHALL support case suspension and resumption P2
REQ-CM-008 System SHALL support case templates and variants P2

Non-Functional Requirements

ID Requirement Metric
NFR-CM-001 Case state retrieval < 100ms P95
NFR-CM-002 Case history retention 7 years minimum
NFR-CM-003 Concurrent cases per tenant 10K+
NFR-CM-004 Task assignment latency < 1s

CMMN Primitives

Primitive Description SEA™ Mapping
Case Container for related work Aggregate Root
Stage Phase of case lifecycle Entity
Task Unit of work within a stage Entity
Milestone Condition for stage completion Value Object
PlanItem Executable element (task, stage, milestone) Entity
Sentry Entry/exit condition Policy
CaseFile Data and artifacts Value Object

Dependencies

Dependency Type Description
SDS-005 Required Artifact Engine for document generation
SDS-031 Required Authority rules for task assignment
SDS-040 Required AI Agent Configuration for PM-Agent
SDS-050 Required Identity for audit trail

Success Metrics

Metric Target Measurement
Case cycle time -30% Before/after comparison
Manual document creation -70% Artifact Engine automation
Case audit completeness 100% All transitions logged
PM-Agent task accuracy 90% Correct assignments

Out of Scope

Type ID Document
ADR ADR-021 Case Management Reference Domain
SDS SDS-012 Case Management Service
SDS SDS-005 Artifact Engine Service
SDS SDS-040 AI Agent Configuration Service