For AI agents: a documentation index is available at the root level at /llms.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
This page is for version 2022-09-01.
For other versions, use one of these documentation indexes:
- 2026-09-29 (default): https://docs.withpersona.com/2026-09-29/llms.txt
- 2025-12-08: https://docs.withpersona.com/2025-12-08/llms.txt
- 2025-10-27: https://docs.withpersona.com/2025-10-27/llms.txt
- 2023-01-05: https://docs.withpersona.com/2023-01-05/llms.txt
- 2022-09-01: https://docs.withpersona.com/2022-09-01/llms.txt
- 2021-07-05: https://docs.withpersona.com/2021-07-05/llms.txt
- 2021-05-14: https://docs.withpersona.com/2021-05-14/llms.txt
- 2020-05-18: https://docs.withpersona.com/2020-05-18/llms.txt
A case in Persona represents a collection of data about an end-user that needs to be investigated and decisioned on. The case includes related objects such as inquiry(s), account(s), and report(s).
A case can have one of a few statuses representing where it is in its lifecycle. These statuses can be completely customized depending on your organization’s preferred investigation process. For more information about how to customize the statuses for a given Case, refer to our help center post. When you create a status, it will be categorized as one of the following:
Status Type
Description
initial
The case is ready for investigation. There can only be one initial status for a given case template. When cases are created, they will have this status.
intermediate
The case is currently undergoing investigation. It is possible to customize the intermediate statuses to model different stages of your investigation process.
end
The investigation is complete. End statuses can be added and named to model the decisions that result from your investigation (e.g. Accept, Decline, etc.)
