Cloudcase
    Configuration & self-sufficiency

    Change without vendor queues

    Cloudcase is configuration-first. Your team owns rates, fees, policy, workflow, and screens through a visual studio, not engineering tickets.

    Learn about self-sufficiencyConfigurable AI agents

    The studio

    Edit a rule. Stage it. Ship it.

    The Cloudcase Studio is where your business analysts make change happen. Edit rules, stage them for review, and publish straight to production, without deploying.

    Cloudcase Studio · serviceability-rule-v3

    Branch: feature/buffer-3pctPublish

    Policy

    Eligibility24
    Serviceability18
    Risk grade12
    Exception9
    Override6

    Rule editor

    rule "Buffer rate over assessment" {
    when application.product.type == "home_loan"
    then buffer = 3.00%
    and floor = max(rate + buffer, 5.50%)
    }
    Validates · 187 historical decisions match new logic

    Staged preview

    Sample applicant

    Income $185k · Loan $640k · Owner-occupier

    Decision (1.4s)

    APPROVED

    Serviceability buffer: 3.00%

    Floor rate applied: 6.78%

    NSR: 1.42 · DTI: 4.1×

    StatusStaged

    What's configurable

    If it's lending policy, it's configurable

    One platform. Multiple products. Configured to your portfolio, not the other way around.

    01

    Rules & policy

    Your team edits eligibility, serviceability, risk-grade, exception, and override rules visually, then tests each change on a branch and stages it for review before it goes live.

    Visual editorBranch testingStaging
    02

    Workflows

    You can configure the case lifecycle, assignment, escalation, and approval paths, and because every change is versioned it stays testable and reversible without re-deploying.

    ConfigurableVersionedReversible
    03

    Screen layouts

    Compose the fields, sections, validation, and language for customer, broker, and staff screens, where the same configuration drives every channel.

    Multi-channelValidation
    04

    Document templates

    Build letters, contracts, and evidence packs as policy-aware templates, with conditional logic and versioning baked in so the right document generates every time.

    Policy-awareConditional
    05

    Pricing & fees

    Manage rate cards, fee schedules, promotional codes, and channel-specific pricing, editing and publishing them without engineering involvement.

    Rate cardsChannel-specific
    06

    Integrations

    Configure endpoint mapping, payload transforms, retry policy, and fallback behaviour so your team can connect or reconfigure systems with low-code changes.

    MappingRetryFallback

    Self-sufficiency model

    Capability transfer is part of the implementation

    Cloudcase Workspace

    Case CC-4817

    In progress
    Phase 1: Blueprint-led buildMonths 1–6
    Phase 2: Capability transferMonths 6–9
    Phase 3: Full ownershipYear 1+
    Audit trail · complete1 of 3 complete
    1

    Phase 1: Blueprint-led build

    Months 1–6

    Cloudcase delivers MVP using the UROO blueprint. Your business analysts shadow every configuration decision so the knowledge transfers as the platform is built. Documentation generated as you go.

    2

    Phase 2: Capability transfer

    Months 6–9

    Your internal team picks up the studio. Cloudcase support stays on standby for complex changes while your team owns day-to-day configuration.

    Success story

    Gateway Bank shipped 500 self-reliant changes in their first year.

    3

    Phase 3: Full ownership

    Year 1+

    You own the pace of change. Cloudcase delivers quarterly platform releases automatically; you control the policy, products, and configuration that sit on top. New products in days, not quarters.

    See configuration in 30 minutes

    A live demo: edit a rule, stage it for review, and publish to production, all low-code.

    See self-sufficiency in action