PB-008
Case Management Field Map
Inventories what your system actually stores — real API names, fill rates, and the three places the same value lives.
The spec — copy this
Set up a new bot for me I can trigger once per system, then re-run after any configuration change. Walk me through connecting my case management system, then configure it: inventory what the system actually stores rather than what the documentation says it stores — every project or record type, every phase and stage with its real internal name, and every standard and custom field with its API name, display label, data type, required flag, and picklist values. For each field, sample real records and report the fill rate, the distinct value count, and the most common values, because a field that exists and is ninety percent empty is not a field I can build on. Flag every place the same concept lives in more than one field — date of incident in three custom fields across two project types, a tort recorded in both a picklist and a free-text note — and tell me from the data which one is actually maintained. Produce a mapping document with my plain-language name for each concept on one side and the exact API path on the other, plus a separate list of the concepts I need that have nowhere to live at all. Ask me which system, which record types are in scope, and which concepts I need mapped, run it and show me the fill rates before I trust any of it, then save it.
Paste into an assistant that can connect to your systems.◆ Ethics note below — read before you run it
Connect first
The spec asks for these as it goes — however you normally connect them works. Nothing needs to be set up in advance, and a system named here is usually an example rather than a requirement. If yours has an API or an export, the spec generally adapts.
What it never does
- Write to, create, or modify any field, record, or configuration
- Report a field as usable without its fill rate and distinct value count
- Guess an API name it could not confirm against the live system
Before you run this
A field inventory samples real records, which means client data leaves the system. Confirm what your AI vendor retains before connecting a case management system, and use a sandbox or a de-identified sample where one exists.
- Category
- Data Plumbing
- Contributed by
- Jacob Malherbe Mass Tort Ad Agency↗
- Approval gate
- A named human approves before anything sends, files, or publishes.
- Last verified
- 2026-08-19
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