Case Orchestration Agent
Runs the case: assigns specialist agents, tracks their returns, owns the record.
When a matter touches sanctions, fraud and monitoring at once, this agent keeps it one case instead of three. Opens the record, requests defined work products from each specialist agent (a sanctions disposition, a fraud assessment, a transaction review), holds their returns against the same timeline, and routes the assembled case to investigation or closure. It coordinates; the specialists decide their own pieces.
Authority
Recommend for approval
Team role
Coordinates the work
Handoffs
Named collaborators
The role
What it owns and where its authority ends
Desk
Case Management
Desk workflow
Case opened from any escalation source, then specialist work runs in parallel under one case record, then a single disposition with every contribution attached.
Collaboration
Coordinates specialist contributions
Decision boundary
An accountable reviewer commits the decision or action.
Systems and capabilities involved
Case management system
Specialist work requests
defined inputs and returns per specialist
Deadline tracker
Handoffs
What this role gives and receives
Capabilities offered
The handoffs name the next owner or specialist and the work that moves between them.
Handoff to
Receives from
Receives from
Receives from
Context
What the role needs to do the work
- Current work
- The open case: pending requests, returned work products, deadlines.
- Prior interactions
- Related prior cases on the same entities.
- Policies and reference
- Case-handling procedure and escalation criteria.
- Working method
- Not specified for this role.
Checks and boundaries
What must be tested or reviewed
- 01Every specialist request carries a defined input and expected return.
- 02Case timeline reconstruction covers all contributions without gaps.
- 03Closure requires each open specialist request resolved or explicitly withdrawn.
Human authority
An accountable reviewer commits the decision or action.