Create an AI case in the AI Risk and Compliance workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create an AI case in the AI Risk and Compliance workspace by providing a detailed description, such as system behavior, affected users, and any relevant data. Ensure all necessary information, such as supporting attachments, is included for prompt resolution.

    Before you begin

    Role required: sn_ai_case_mgmt.ai_case_business_user or sn_ai_case_mgmt.ai_case_analyst or sn_ai_case_mgmt.ai_case_manager

    Procedure

    1. Navigate to All > AI Risk and Compliance > AI Risk and Compliance Workspace.
    2. On the AI cases dashboard, on the AI cases tab, select Create AI case.
    3. On the form, fill in the fields.
      For a description of the field values on the Create New AI case form, see Create New AI case form.
    4. Select Save.
      The form is saved and an AI case is created.

    Result

    The case is assigned to the AI case team and it provides the insights and support you need. A user with the AI Risk and Compliance Analyst role or AI Case Analyst role works on the AI case created.

    An AI case passes through: New, Triage, Investigate, Resolve, Post case review, and Close states.

    What to do next

    Initiate AI assessment on an AI asset