Supercases manage actions that affect many borrowers at once — natural disasters, system-wide policy changes, or bulk account modifications. Unlike regular cases that belong to a single borrower, a supercase operates at the company level and creates subcases across multiple borrowers simultaneously.
Availability: All clients Required permissions: supercase:update (to create and modify supercases); supercase:bulk.send (to send bulk emails); supercase:bulk.update (to close subcases in bulk)
Regular cases belong to a single borrower and are accessed from the borrower detail page. Supercases belong to a company and are accessed from the company view. A supercase manages a population of affected borrowers and can create, update, and close subcases across all of them at once.
| Regular case | Supercase | |
|---|---|---|
| Scope | One borrower | Many borrowers |
| Access | /crm/borrowers/:borrowerId/cases/:caseId | /crm/companies/:companyId/supercases/:caseId |
| Created from | Borrower detail NavColumn | Company view NavColumn |
| Subcases | N/A | Creates subcases on each affected borrower |
| Bulk actions | N/A | Close subcases, send bulk emails, add global notes, set do-not-interact across all subcases |
Navigate to /crm/companies/:companyId to view supercases for a company. The page has two parts:
- NavColumn sidebar (left) — Displays a list of all supercases for this company, with an Add supercase button at the top. Open supercases appear first, followed by a collapsible section for completed and canceled supercases.
- Content area (right) — Displays the selected supercase's detail view. If no supercase is selected, a placeholder message appears.
Supercases follow the same status lifecycle as regular cases:
| Status | Description | Can transition to |
|---|---|---|
initiated | The supercase has been created. | processing, canceled |
processing | The supercase is being actively worked — populations uploaded, subcases created, bulk actions in progress. | initiated, completed, canceled |
completed | The supercase and all related work is resolved. | reopened |
canceled | The supercase was canceled. | reopened |
reopened | A completed or canceled supercase has been reopened. | completed, canceled |
When completing a supercase, you must select an outcome: approved, denied, falsePositive, or noOutcome.
All supercase modification actions are disabled when any of these conditions is true:
- Supercase data is still loading.
- You lack the
supercase:updatepermission. - The supercase status is
completed. - The supercase status is
canceled.
Bulk email additionally requires supercase:bulk.send. Closing subcases additionally requires supercase:bulk.update.