FeaturesCase Triage Engine
Intelligent case routing

Case Triage Engine

Automatically classify and route incoming cases to the right department based on configurable rules. The triage engine matches products, identifies bottleneck tasks, determines the responsible department, and provides actionable recommendations — all without manual intervention.

Classification
5 levels
Matching
Fuzzy product
Bottleneck
Auto-detect
Routing
Rule-based

Triage Algorithm

The core triage engine processes each case through a multi-step algorithm: match the product, find the task schedule, identify the late task, determine the bottleneck department, and classify the urgency level — all in milliseconds.

Multi-step classification pipeline for structured case analysis

Five classification levels: on_track, behind_schedule, urgent, critical, unknown

Per-case reasoning explaining the classification decision

Suggested corrective actions for each classified case

Batch processing for analyzing hundreds of cases simultaneously

Sub-millisecond performance for real-time triage decisions

Product Matching

Cases are matched to products using fuzzy name lookup. Case-insensitive, whitespace-normalized matching ensures that slight variations in product naming don't cause misclassification. Unmatched products are flagged for configuration.

Case-insensitive product name matching

Whitespace and formatting normalization

Partial matching fallback when exact matches fail

Unknown product flagging with setup suggestions

Product registry linked to task schedules for routing

Bottleneck Detection

For each late case, the engine identifies exactly which task is the bottleneck — the step that is blocking progress. It then maps that task to a department and quantifies the delay in days.

Late task identification within the product's task schedule

Department mapping from bottleneck task to responsible team

Delay quantification: days overdue vs. expected completion

Multi-bottleneck detection when multiple tasks are delayed

Progressive classification that escalates as delays worsen

Classification System

Cases are classified into five urgency levels based on the severity and location of the bottleneck. Each level has associated actions, color coding, and priority handling recommendations.

On track: case progressing normally through the pipeline

Behind schedule: minor delays that need monitoring

Urgent: significant delays requiring immediate attention

Critical: severe delays at risk of missing delivery deadlines

Unknown: unmatched products or missing configuration

Color-coded badges for instant visual triage at scale

CSV Import & Batch Analysis

Import case data from CSV files and run the triage algorithm across the entire batch. See classification distribution charts, identify systemic bottlenecks, and drill into individual cases for detailed reasoning.

CSV upload with automatic column mapping

Batch triage across hundreds or thousands of cases

Classification distribution charts and pie graphs

Department bottleneck frequency analysis

Export triage results for reporting and review

Setup Wizard

Configure the triage engine through an intuitive setup wizard. Define departments, register products, create task schedules, and set up locations — all from a single configuration page.

Department setup with flow order and capacity configuration

Product registry with active/inactive management

Task schedule builder with step ordering and department linking

Location management for multi-site labs

Configuration validation to catch missing or inconsistent rules

Dashboard & Visualization

A comprehensive triage dashboard showing classification distribution, department bottleneck heatmaps, trend lines over time, and drill-down capabilities for every classified case.

Classification distribution pie chart and bar graph

Department-level bottleneck frequency analysis

Time-series trends for classification distribution changes

Per-case detail view with full triage reasoning

Filter by classification, department, product, and date range

Real-time updates as new cases are triaged

How it works

The typical workflow from start to finish.

1
Import Cases
Upload CSV data from your lab management system
2
Match Products
Engine automatically maps cases to configured products
3
Identify Bottleneck
Late tasks are found and mapped to departments
4
Classify Urgency
Each case receives a classification with reasoning
5
Route to Department
Cases are directed to the responsible department
6
Take Action
Teams follow suggested corrective actions to resolve delays

See Case Triage Engine in action

Every feature is live and production-ready. Let us walk you through how it fits into your lab.