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      Case > Overview Tab

      Understanding the Overview tab within a case

      Introduction

      The Overview tab is the first screen displayed when opening a case and serves as a centralized hub for understanding key business insights. It includes general information such as the Business Name and Date, as well as a full audit trail of activity within the case. 

      This tab also highlights the Worth Score and assigned risk level, providing an at-a-glance assessment of the business. In addition, it offers a high-level summary of the case through Case Insights, with the option to download a complete 360 report. 

      • First, navigate to the Cases tab and select the Case # to review.

      Cases Tab

      • Next, locate and select the Overview tab, which appears first when the case is opened.

      Overview

      The Overview tab displays the following information:

      • Business Information – Displays the business name and onboarded date. System-generated identifiers, including the Case ID and Business ID, are also shown for reference.
      • Applicant and Underwriter Details – Displays the applicant name(s) (multiple applicants may be listed) and the underwriter assigned to review the case.
      • Case Activity – Provides a full audit trail of all actions taken on the case, including status updates, changes, and assignments.
      • Case Results – Shows the proprietary Worth Score, which functions like a business credit score, along with the assigned risk level (Low, Medium, or High).
      • Case Overview – Summarizes key metrics—such as risk, financial health, and public standing—to help interpret the Worth Score and overall evaluation.

      OVERVIEW

      For more information on the other tabs within a case, see the following guides: