On a case's Report step you assemble the final deliverable.
Template picker
Default templates ship with the platform; custom templates can be built in the report builder at /reports/builder using a grid layout with widgets for findings, risk score, geocoded map, parties, dataset summaries, and free-form text. Pick a template, then click Render — the rendered URL lives at /cases/{id}/full-report and can be exported to PDF.
Curation
By default, every non-dismissed finding renders. To filter to just the findings you want in the deliverable, click Include in report on the findings you want to feature. Once at least one is marked, the report widget shifts to "curated mode" and only marked findings appear.
AI commentary (optional)
If your deployment has an LLM provider configured, click Generate commentary to produce a narrative summary of the case's findings. The output is editable before the report renders. Commentary respects curation — only the included findings inform the model. Every generation call is audit-logged with the model + token counts.
Map embed
Geocoded address entities from the case's documents render on the report's map widget. Vendor addresses, employee addresses, customer addresses, and party records all light up if they have lat/lng resolved during extraction.
After Report
The Reassess step snapshots the case state (findings + curation + report version) so a future re-open can show what changed.