Workbench decisions

Product: Context Workbench

A case is the underwriter’s record of what was considered and what was decided. The workspace keeps that record attached to the submission, not in a side spreadsheet.

Settled decisions

• One open case per submission.
• Notes that change the decision are events, not edits that erase the previous note.
• Actuarial referral is a state of the case, not a second product.

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