Overview
Beyond simple documents, Nobly Insight models the real-world objects your business cares about — customers, loans, claims, applications, contracts — and puts them at users’ fingertips. Cases move through configurable workflows with auditable steps, deadlines, and notifications.Configurable business objects
- Define your own object types and their attributes (text, numbers, dates, dropdowns, references)
- Link documents, notes, and related cases to any object
- Search and filter across business objects with rich, multi-criteria queries (And/Or logic, comparison operators, text matching, ranges, null checks)
Form-based UI
- A flexible template engine renders business forms in the browser with reusable building blocks: editable fields, relation pickers, action buttons, tabs, grids, and more
- Templates are configurable per object type — your administrators control layouts without code changes
- Inline create and edit modes with validation and unsaved-changes protection
- Scoped editing so a single screen can show and edit multiple related objects at once
Actions and automation in forms
| Capability | What it does |
|---|---|
| Action buttons | Trigger any combination of: setting values, opening dialogs, generating documents, sending e-mails, calling external services, and running custom logic |
| Runtime variables | Use the current user, current date/time, and object context inside actions |
| Save hooks | Run validation or extra logic when objects are saved |
| Custom scripts | Power buttons and hooks with sandboxed Python — see Extensibility |
Attribute-level security
Restrict who can see or modify individual attributes on a business object — not just which records they can open. This lets you, for example, expose a customer record to an entire team while keeping a sensitive field visible to a smaller group.Workflow and process automation
Move work through your organisation with predictable, auditable processes.- Documents and business objects flow through configurable workflow queues
- Tasks are assigned to users, groups, or roles with priorities and deadlines
- Real-time notifications when items arrive, change state, or require attention
- Event hooks fire on system events (for example: a document is created or a case status changes) to trigger downstream automation
- Full audit trail of every step
Where to read next
Caseflow introduction
Detailed reference for Caseflow templates, components, actions, and scripting.
Workflows
Event-driven workflow automation — triggers, actions, tasks, and monitoring.
Extensibility
How custom logic, integrations, and the script engine extend case behaviour.