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.

您构建的内容

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.

完整的生命周期

阶段	编码智能体执行的操作	提示示例
设计	Proposes the case's stages, tasks, rules, and SLAs from your description, and shows you one decision-first review before building anything.	设置包含各个阶段和里程碑的争议解决案例。
构建	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.
发布	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.
调试	Runs the case for real against live connections, on your explicit approval.	Run a debug session for this case with a sample claim.

背后的技能

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.

典型的启动提示词

第一个请求可能如下所示：

"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.

可供尝试的更多提示

• 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.

更深入了解

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