Case plans let you design and deploy goal-driven business processes where the next step is determined at runtime rather than fixed at design time. Where Maestro BPMN models predictable, sequential flows, case plans address work that is long-running, exception-heavy, and dependent on human and AI judgment — such as insurance claims, dispute resolution, or loan underwriting.

You design case plans in the case plan designer in Studio Web. A case plan consists of stages that a case moves through as it progresses toward closure, tasks that execute within each stage, and rules that control when stages and tasks start, complete, or exit. The Case Manager — the AI orchestrator of the case — evaluates rules deterministically and falls back to an AI agent for situations no rule covers.

Designing a case plan in Studio Web is the first step in Maestro Case. For a full overview of concepts, the Case App, and case instance management, refer to the Maestro Case documentation.