Maestro Case (Preview)

Case Management applications for long-running, exception-heavy work about a specific situation, such as a claim, a dispute, or a loan application, built with phased validation and human review gates.

A Maestro Case orchestrates long-running, exception-heavy work about a specific situation — a claim, a dispute, a loan application — through stages, tasks, and business rules until it resolves. With a coding agent, you describe the case, review a decision-first design packet, and the agent builds a runnable caseplan.json, then helps you validate, publish, and run it.

構築するもの

A Maestro Case moves a single case instance through stages, each holding the tasks that need to happen while the case is in it. It suits work that is unpredictable and long-running rather than a fixed sequence: a dispute that might escalate, pause, or reopen; a claim that needs different reviewers depending on its value.

What a case is built from

• Stages and tasks — the tasks inside each stage, referencing existing tenant resources or built as new API workflows, agents, or human-in-the-loop steps in the same solution.
• Transition rules — the conditions that move a case forward: entry, completion, exit, and re-entry rules written from your business policy.
• SLAs and escalations — a duration a case or stage is allowed to run, and what happens when it's breached, such as escalating to a supervisor.

ライフサイクル全体

ステージ	コーディング エージェントの処理内容	プロンプトの例
デザイン	Proposes the case's stages, tasks, rules, and SLAs from your description, and shows you one decision-first review before building anything.	フェーズとマイルストーンを使用して紛争解決ケースを設定します。
開発	Authors and validates the case definition (caseplan.json) from the approved design.	Build it — pause at the mid-build preview so I can check it in Studio Web.
公開	Publishes to Studio Web for a visual preview, and to Orchestrator when you're ready to run it live.	Publish this case to Studio Web.
デバッグ	Runs the case for real against live connections, on your explicit approval.	Run a debug session for this case with a sample claim.

その背後にあるスキル

This work is powered by the uipath-maestro-case skill, which authors Case Management applications with phased validation. It hands the design step to the uipath-planner skill when no design document exists yet, then builds, validates, and publishes the case once you approve the design. You can see it in the Skills catalog.

一般的な開始プロンプトです

最初の要求は次のようになります。

"Set up a dispute-resolution case with stages and milestones: intake, investigation, and resolution, with an escalation to a supervisor if investigation runs longer than three business days."

The agent proposes the full design — stages, tasks, rules, and SLAs — for your review before it builds anything.

その他のプロンプトを試す

• Build a loan-application case with stages for intake, credit check, underwriting, and decision, routing to manual underwriting when the automated credit check is inconclusive.
• Add an escalation rule so a case notifies a supervisor if it's in the investigation stage for more than two business days.
• Publish this case to Studio Web so I can preview it before it goes live.

ウェビナーに参加

For the full picture of Case Management, see Build a Maestro Case with a coding agent.