PSDS Investigative Case Management release notes

  • Release version: Store
  • Updated July 9, 2026
  • 2 minutes to read
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    Summary of PSDS Investigative Case Management release notes

    The PSDS Investigative Case Management (ICM) application is an AI-first platform designed for government agencies to modernize and streamline investigations related to fraud, waste, and abuse. It provides a unified digital system that replaces manual, paper-based processes with comprehensive data models, workflows, and AI agents. This enables agencies to accelerate case intake, improve investigation quality, ensure regulatory compliance, and scale investigative capacity efficiently.

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    Key Features

    • Configurable Access Controls (Version 2.0.0, July 2026): Introduces two system properties allowing agencies to extend write access and restrict read access to cases based on Assigned Office, Assignment Group, or both. This automates case access aligned with organizational units while preserving existing role-based permissions and ensures read access always includes write access.
    • Primary Supervisory Agent Role (Version 1.1.0, May 2026): Adds a distinct "Primary Supervisory Agent" role on the case Teams tab, enabling clear identification of the person responsible for case oversight, approvals, and reviews. System enforces only one primary agent per case and integrates with upcoming AI-driven case creation workflows.
    • Security Improvements (Version 1.1.0): Strengthened case record access control to restrict visibility only to users with appropriate ICM roles, preventing unauthorized read access through inherited platform ACLs.
    • Usability Enhancements (Version 1.1.0): Restores the "Add Case" button functionality on entity records to properly open case-linking modals; adds empty-state messages for evidence lists to improve user interface clarity.
    • Data Integrity Fixes (Version 1.1.0): Corrects location-to-case linking business rule errors to ensure reliable script execution and data consistency.
    • Java Runtime Upgrade (Version 1.1.0): Upgraded Java runtime from version 17.0 to 21.0, enhancing performance, security, and long-term support.

    Key Outcomes

    • Enhanced security and flexible, automated access control aligned with organizational structure support efficient and secure collaboration.
    • Improved role clarity with the Primary Supervisory Agent role supports better case oversight and readiness for AI-driven workflows.
    • Usability and data integrity improvements reduce user friction and ensure reliable investigative data linking.
    • The platform’s foundation supports agencies in accelerating investigations, reducing administrative burden, and maintaining compliance with regulatory and audit standards.

    Version history for the ServiceNow® PSDS Investigative Case Management application on the ServiceNow Store.

    Important:
    For details on system requirements and family compatibility, view the application listing on the ServiceNow Store website.
    Version 2.0.0 - July 2026
    This epic introduces two configurable system properties, x_snc_icm.case_write_access and x_snc_icm.case_read_access, enabling agencies to extend write access and restrict read access to cases based on Assigned Office, Assignment Group, or both. This allows automatic case access alignment with organizational units without manual Teams tab management, preserving existing access pathways and role-based permissions. The system enforces validation ensuring read access always encompasses write access, preventing invalid configurations. The outcome provides flexible, secure case visibility and editability at implementation, supporting efficient collaboration and tighter data control while maintaining global visibility of linked entities.
    Version 1.2.1 - June 2026
    Enhancements & foundational updates for AI Native development and upcoming features.
    Version 1.1.0 - May 2026
    • What's New:
      • Primary Supervisory Agent Assignment
        • Cases now support a dedicated Primary Supervisory Agent role, distinct from the existing Supervisory Agent role. This enables agencies to clearly identify the single person responsible for case-level oversight, approvals, and review.
        • Key behaviors:
          • A new "Primary Supervisory Agent" role is available on the case Teams tab.
          • Assigning a user in the Supervisory Agent field on the case automatically adds them to the Teams tab with the Primary Supervisory Agent role — and vice versa.
          • The system enforces a single Primary Supervisory Agent per case.
          • This foundation supports upcoming Now Assist AI-driven case creation workflows.
      • Java Runtime Upgrade: The underlying Java runtime has been upgraded from 17.0 to 21.0, bringing improved performance, security patches, and long-term support alignment.
      • Security: Case record access control hardened — Resolved an issue where users without any ICM role could read investigative case records through an inherited platform ACL. A dedicated access control rule now ensures that only users with appropriate ICM roles can view case data.(Moderate)
      • Usability:
        • "Add Case" button on entity records restored — The "Add Case" action on entity record pages (Person, Location, Vehicle, etc.) was not opening the case-linking modal. This has been corrected and the button functions as expected.(Low)
        • Evidence list empty state added — The Evidence list on case records and the main Evidence list view now display a proper empty-state message when no evidence items exist, instead of showing a blank area.(Low)
      • Data Integrity
        • Location-to-case linking errors resolved — A business rule that runs when linking a location to a case contained incorrect field references, causing script errors and preventing the intended cache-clearing side effect. Field references have been corrected and the rule now executes cleanly.(Low)
    Version 1.0.2 - April 2026
    Enhancements and fixes only. No new features added.
    Version 1.0.1 - March 2026
    • Investigative Case Management (ICM) is the AI-first platform for government fraud, waste, and abuse investigations, designed to modernize investigative operations, accelerate case resolution, and ensure regulatory compliance.
    • Purpose-built foundation of data models, workflows, and AI agents transforms paper-based and spreadsheet-driven processes into unified digital operations. ICM provides a standard architecture for managing complex investigations with a government-optimized data model supporting diverse investigation types and comprehensive evidence management.
    • With ICM, investigative agencies can:
      • Accelerate case intake and reduce administrative burden
      • Improve investigative quality through comprehensive evidence management
      • Ensure compliance with regulatory requirements and audit standards
      • Scale investigative capacity without proportional headcount increases