Cloudcase
    Latest release · Cloudcase vA1

    Technology that feels humanIntroducing vA1

    The largest program in Cloudcase history: 40+ improvements across nine capability areas, from a redesigned staff experience to agentic AI, shipped as one release.

    40+

    Improvements shipped

    9

    Capability areas

    Agentic

    Document + case AI agents

    Explainable

    Audit trail on every AI step

    01 · Experience

    A redesigned day-to-day experience

    Developed through extensive user research with lending staff, the three signature upgrades staff feel first.

    Case selection

    The reimagined landing page introduces an advanced queuing system with clearer prioritisation. Lenders instantly see what’s assigned, what’s urgent, and where to focus.

    • Assigned cases requiring attention, surfaced first
    • Urgent priorities visible at a glance
    • Smart filtering to reach the right work faster
    Cloudcase vA1 case selection queue interface
    Cloudcase vA1 team collaboration and workload dashboard

    Collaboration

    Managers monitor workloads across individuals and teams, so bottlenecks are visible early and work is rebalanced before delays reach customers.

    Cloudcase vA1 application progress tracking timeline

    Progress

    Customers track application status and what’s required of them: clearer communication for members, better flow visibility for staff.

    02 · Intelligence

    Cloudcase AI

    Configurable document and case agents powered by your own expertise, suggesting insights, highlighting missing data, and drafting recommendations with a full audit trail.

    Cloudcase AI surfacing insights, missing documents, and recommendations inside the platform

    01

    Surface insights

    Automatically identify patterns, anomalies, and opportunities that might otherwise be missed.

    02

    Highlight gaps

    Flag missing information or documentation before it causes delays.

    03

    Recommend actions

    Suggest next steps based on policy, precedent, and best practices.

    04

    Learn continuously

    Improve recommendations based on outcomes and feedback.

    03 · Everything in vA1

    The full program, on one board

    Every improvement in the vA1 program: experience, search and intelligence alongside process, platform, and security.

    Modern staff experience

    5
    • New Case Management UI
    • Design System (Forma-UI)
    • Persona-based navigation
    • Case overview at a glance
    • Redesigned Policies & Decisions

    Teams & workload

    4
    • Teams & Team Groups
    • Workload insights
    • User spotlighting
    • Follow cases

    Filters

    4
    • In-list filtering
    • Smarter sorting
    • Section-level filtering
    • Policy quick-filters

    Search

    4
    • Cross-workflow search
    • Shareable searches
    • Fuzzy customer matching
    • Quick & recent access

    Process & customer journey

    6
    • Milestones
    • Add / remove items
    • Multi-document upload
    • Dynamic form text
    • Business-hours awareness
    • Customer-channel status

    Performance, reliability & scale

    6
    • Faster, lighter engine
    • Faster reporting
    • Higher resilience
    • Performance monitoring
    • Archival & data lifecycle
    • Larger uploads (30MB)

    Security & platform currency

    5
    • Configurable password policy
    • Fine-grained web service authorization
    • Hardened security
    • Modern infrastructure (RHEL 9, Tomcat 9, MySQL 8.4)
    • Branding & white-label

    Integration & testing foundations

    3
    • Flexible data sourcing
    • Better operational visibility
    • Lower test maintenance

    AI-powered insights

    5
    • AI Agents
    • Document & case insights
    • Enterprise-grade AI integration
    • Feedback & analytics
    • Conversational / agent channel (MCP)

    40+

    Improvements shipped in the vA1 program

    9

    Capability areas, staff experience to security

    vA1

    Shipped as one major platform release

    See vA1 in your lending process

    Existing customers can talk to their Implementation Director about upgrading. New teams can see vA1's AI capabilities live.

    All release notes