Working with Casey — AI CaseQuery

1. Who Casey is

Casey is the assistant built into AI CaseQuery. The panel calls it “Your context-aware CaseQuery assistant”. Casey helps you use the product: what a screen is for, what a warning means, how to word a definition, why an answer may have come out the way it did.

Casey is not a way to ask about your data. To find out how many files are open, ask in Chat as usual. Casey cannot see your database and cannot run a query.

Casey explains and helps you draft. It never changes anything. Every decision — settling a definition, saving a rule, marking an answer right or wrong — is still made by a person, on the screen built for it.

2. Opening Casey

There are two ways to reach Casey. They only appear when Casey is switched on for your copy of AI CaseQuery.

The Casey panel, from any screen

Press Ask Casey near the bottom of the sidebar, or press Ctrl+K. Press either again, or the close button (×) at the top of the panel, to close it. Esc also closes it.
The panel opens beside the screen you are on, without covering it, so you can read the screen and Casey’s answer together.
Type in the box at the bottom and press Enter or Ask. Shift+Enter starts a new line.
Before you have asked anything, the panel shows Try one of these with up to six starter questions. Press one to ask it.

The Ask Casey tick box, on the chat screen

Tick Ask Casey beside the question box on Chat. The send button changes to Ask, the welcome heading reads Ask how to use AI CaseQuery, and the starter questions change to Casey’s own.
Casey’s replies appear in the chat, marked Casey. They are never shown as a query result.
Untick it to go back to asking about your data.
Ask Casey and All databases cannot both be ticked. Your personal answer choices beside the send button are hidden while Ask Casey is ticked, because Casey does not run a query.

Buttons that open Casey for you

Several dialogs have their own Casey button, worded as the question you are likely to have. Pressing one opens the panel and asks for you, sending a short description of what the dialog is showing.

Where	Button	What Casey is sent
This question cannot be sent	Why was this stopped?	Only the kind of information that was recognised. Not your question, and not the value in it.
Correct this measurement (from Not right? under an answer)	Assist me with this	The assumption you are correcting, and your question.
Check this answer (Fine-tuning)	How do I judge this?	The question and the definitions it rests on. Not the answer — those are rows from your database and they stay on your computer.
Write the definition	Help me word this	What the screen is asking, what raised it, and what you have typed so far.
Fine-tuning › Definitions to settle, on an item still open	Guide me through this	The item, the answers on offer, how many questions rest on it, and what the preparation scan measured about it (see section 4).
The Worth checking guided steps	I still do not follow — explain it to me	Your question and the readings it has had (see section 6).

Whatever is sent on your behalf is shown at the top of the conversation, starting “Sent with this:”, so you can see exactly what went.

One conversation in the panel

The panel keeps one conversation for your session, whichever screen you open it from. A question you asked while looking at a warning on Chat is still there when you open the panel on Fine-tuning. Closing the panel keeps the conversation. Press Clear to empty it when you move on to something unrelated. There is no confirmation, and nothing else is affected.

The panel conversation stays on screen only for the session: it goes when you close or reload the browser tab. (Each question you ask Casey is still kept in a log on this installation; see section 4.) Questions asked with the tick box on the chat screen appear in the chat itself, not in the panel.

Casey reads each question on its own The conversation stays on screen for you, but Casey is not sent your earlier questions or its earlier answers. Put everything Casey needs into each question. “What does that mean?” on its own will not work; “What does ‘Asked twice — and read two different ways’ mean?” will.

3. What Casey knows

The product guide

Casey always has a built-in description of how AI CaseQuery works: what preparing a database does, the difference between a term, a rule, a column note and a view, what each Worth checking message means, the kinds of definitions a firm settles, and what does and does not leave your computer. That description is made for the exact version of AI CaseQuery you are running (see section 7).

What you send with a question

Casey sees what you type, and what a Casey button sends for you (section 2). It is not sent the rest of the screen you are on.

What your firm has written down — if your administrator allows it

When Let Casey read what your firm has written down is on, Casey is also sent, for the database you are connected to:

your firm’s terms (on Business Rules › Terms), including the other names people use for them;
your business rules;
your settled definitions, and the ones deliberately set aside or withdrawn;
your column notes — except notes on hidden columns.

This is what lets Casey answer “why didn’t my term apply?” rather than only “how does the Terms tab work?”.

The Reading line

Under the panel heading, a line starting “Reading:” says what Casey can draw on right now. It names the screen you are on (Chat, Fine-tuning or Business Rules) and says either that Casey is reading your firm’s terms, rules, settled definitions and column notes, or that it has not been allowed to. It changes as soon as an administrator changes the setting.

4. What Casey never sees and never does

What Casey never sees

Query results. Query results never leave this machine — not for a data question, and not for Casey. When you ask Casey how to judge an answer, it is told the question, never the numbers.
Your records. Casey is not sent your data, and it cannot read your database. It can be sent table and column names: inside what your firm has written down (when that is allowed), and inside the details a Casey button sends about a warning or a tuning item.
Notes on hidden columns. A column your administrator has hidden in Schema rules is never described to Casey, even when Casey is allowed to read your column notes.
A question that was stopped. If This question cannot be sent appears, Why was this stopped? sends only the kind of information recognised. Do not paste the value into Casey.

The one named exception When you ask the assistant about a tuning item, it is sent that item’s counts and values from the preparation scan. This happens when you press Guide me through this on Fine-tuning › Definitions to settle, so Casey can read back what your data showed. It is still not sent any records.

Column notes can name the values a column holds — for example Active, On Hold, Closed — because that is what makes a coded column answerable. That is a column’s vocabulary, not anybody’s record.

Anything you type into Casey is sent to your firm’s AI provider, like any other question. Do not paste records, names or identifiers into it.

What you write in a dialog travels too, when you ask Casey from that dialog Pressing Assist me with this or Help me word this sends what is in that box, along with the questions and answers about that box, so Casey can word what you have written rather than guess at it. Questions you asked about other screens are not part of it. The same rule applies: your correction or definition is your sentence, so do not put a borrower’s name or an account number in it. It is recorded in the request trace like every other outbound call.

What Casey never does

Never records or applies anything. Casey explains and drafts; you decide, and you record the decision yourself on the screen built for it. Where Casey offers a wording, Use this wording puts that sentence in the box you were already filling in — nothing is saved, the wording is yours to edit, and it reaches an answer only when you record it, with the same key the screen asked for before.
Never changes a setting, a rule or a definition. The only thing Casey can put on your screen is text in a box you opened.
Never runs a query, and does not write SQL. For a query, untick Ask Casey and ask your question normally.
Does not decide what your firm means. Asked which reading of a word is right, Casey explains the choices and leaves the choice to you — unless something your firm has already written down settles it, in which case it names that.
Does not give legal advice. “How do I write a rule defining an open file?” is a Casey question. “What counts as an open foreclosure in Ohio?” is not.
Does not draft correspondence, notices, pleadings or anything sent to a borrower or filed with a court — not even as a draft for you to review.
Does not answer questions unrelated to AI CaseQuery, or questions about how the product is built.

The questions typed to Casey are kept in a file in the application folder, with the name of the person who asked, so whoever supports your installation can see which parts of the product need explaining better. That file is never sent anywhere.

5. Good questions to ask

Casey works best on a specific question about something in front of you. Name the message, the button or the screen, in its own words.

If you ask questions about your data

Does any of our data get sent to the AI?
I got a “Worth checking” message saying my totals may be counting the same record twice. Is the answer wrong?
It returned no rows but I know there are records. What happened?
What does “This answer depends on a definition nobody has settled” mean for the number I was given?
My question was stopped because it contained an account number. How should I ask it instead?
What is the difference between Standard and Full on the Detail choice?
Why was the first question slow and the rest fast?
When should I press Not right? rather than just asking again?

If you are an Operations Lead

What is the difference between a Term and a Rule?
Who in my firm should be settling these definitions?
What does this definition item actually change if we answer it one way or the other? (use Guide me through this on the item)
Here is my draft: “A file is open until it has a close date.” What would it do with a file that was reopened? (use Help me word this)
When should I send something to the DBA instead of settling it myself?
How do I check whether this baseline answer is right? (use How do I judge this?)
Why did my term “active inventory” not apply when someone asked about active files? (needs Casey to be allowed to read what your firm has written down)

If you are an administrator

What does preparing a database actually do, and do I have to?
Can I stop it from ever seeing a particular column?
One of my columns holds codes nobody understands. How do I explain it?
Do any of our business rules contradict each other about the same table? (needs the second switch on)
What does the Worth checking message about several readings mean, and who should deal with it?

Ask Casey where things live, then check Casey knows the product well, but is told to say when it is not sure. If an answer names a screen or a button you cannot find, say so in your next question, or ask whoever set AI CaseQuery up.

6. Casey and Worth checking

An answer can carry an amber Worth checking panel — for example “Asked twice — and read two different ways”, when the same question has been answered using more than one reading. Where there is something to do about it, the panel has a Help me sort this out… button.

That button opens a short guided dialog in four steps:

What happened — the readings your question has had, or how often each was used.
What it means — what the message means and what usually settles it. If you still do not follow, press I still do not follow — explain it to me. Casey opens beside the dialog and is sent your question and the readings: which tables and columns each reading used, and how many times. No values from your database.
Your call — say whether you can state what your firm means, or pass it on to whoever settles these.
Write it down — write the definition, if you chose to (this needs the Leads’ key).

For this kind of question Casey explains what the readings differ on in business language, says whether the answer on screen is necessarily wrong (usually it is not), and ends with a short lettered list — A, B, and “neither of these” — for you to choose from. It will not choose for you.

Closing the Casey panel returns you to the step you were on. Casey records nothing: when you have decided, record it in the dialog, or on Fine-tuning › Definitions to settle.

7. Limits

Limit	What it means for you
Question length	Up to 2,000 characters. A longer question is refused with “That question is too long for the assistant.”
Answer length	Casey is told to be brief; most answers are a few sentences. Answers from a Casey button that sends details for you can be a little longer.
Speed	The first question of a sitting takes about a minute; later ones take seconds. Pressing again while Casey is working shows “Casey is still working on the last question.” If nothing comes back within three minutes the request is stopped and the panel says so.
Your firm’s AI provider account	Casey uses the same AI provider and key as everything else, so each question is charged to your firm’s own account. Without a key, Casey says it needs one and sends nothing.
Daily question limit	If your installation sets a daily question limit and you have reached it, Casey will not answer either until the next day.
After an update	Casey’s product guide is made for one exact version of AI CaseQuery. If the two do not match, Casey is switched off rather than risk describing a screen that has moved: the sidebar button disappears and the Ask Casey tick box is greyed out. Hold the pointer over it to see why. It returns once the versions match.
No conversation to come back to	The panel conversation lasts only while the browser tab is open, and Casey cannot save a draft for you — copy anything you want to keep. (The questions you ask are still logged on this installation, as section 4 explains.)

8. For administrators

Casey is set up in Settings › Assistant, on the Ask Casey card. Opening Settings needs the Administrator key or the administrator role. The Setup checklist includes the step Decide about the AI Expert Assistant, which brings you here; turning Casey off is a valid decision, and you can confirm the step either way.

These choices are saved for your Windows account on this computer Like the chat starter questions, the Casey switches and Casey’s starter questions are stored for the Windows user who saves them. Another person using AI CaseQuery under their own Windows account starts from the defaults (both switches on, the supplied starter questions) until they are set for that account.

Offer Casey on the chat screen

On by default. This is the switch for Casey as a whole: when it is on, the Ask Casey tick box appears beside the question box, and the Ask Casey sidebar button, Ctrl+K and the Casey buttons in dialogs all work. When it is off, all of them disappear and nothing is sent. The line under the switch says which state it is in.

Let Casey read what your firm has written down

On by default. This is a separate permission: Casey is also sent your terms, business rules, settled definitions and column notes (section 3). Still no rows from your database. Notes on hidden columns are never sent.

Before you save, the line under this switch says what would be sent, counted — for example how many terms, rules, settled definitions and column notes — and how many notes on hidden columns will not be sent.
If nothing has been written down yet, it says so. You can switch it on now; it takes effect as your firm adds rules and definitions.
It can only be ticked while Offer Casey on the chat screen is on. Turning Casey off turns this permission off too, so turning Casey back on later does not quietly restore it — tick it again if you want it.
Casey reads what has been written for the database AI CaseQuery is connected to. If there is a great deal, Casey is sent the first part (up to 30 terms, 40 rules, 40 definitions and 120 column notes) and the rest is left out.
With it off, Casey still works, from the product guide alone.

Casey’s starter questions

Under Starter questions for the assistant, enter one question per line. They are shown as chips on the chat screen when Ask Casey is ticked, and the first six appear under Try one of these in the panel. Up to 24 are kept, each up to 200 characters; duplicates are dropped. An empty list is allowed.

This list is separate from the Starter questions card above it, which holds the data questions shown on the chat screen. Word Casey’s questions as questions about using the product, in your own firm’s vocabulary.

Restore the supplied set puts back the shipped Casey questions. It changes only the question list, not either switch.

Saving

Set the two switches and edit the question list.
Press Save on the Ask Casey card. The two switches and the question list are saved together.
Check the lines under the switches. If Casey is on but cannot be used — for example after an update, until versions match — the reason is shown there.

Your chat screen follows the change straight away, and the Reading line in the Casey panel updates to match.

9. When Casey is wrong or unsure

Casey is an AI, and it can be wrong. It is told to say “I am not sure” rather than guess, but treat its answers as advice, not as the product’s record.

It names a screen or button you cannot find. Trust the screen. Every guide in this folder uses the exact on-screen names. When Casey tells you where to record a decision about what a word means, that is Fine-tuning › Definitions to settle.
It says it cannot see your rules or notes. Check the Reading line. If it says Casey has not been allowed, an administrator can switch that on (section 8). If a note is on a hidden column, Casey will never see it.
It seems to have forgotten what you just discussed. It has: each question is read on its own. Repeat the detail in your question.
It suggests what your firm “probably” means. Only your firm can say. Decide, then record it yourself; nothing Casey says is applied to any answer.
It gives a confident answer about your data. Casey cannot see your data. Ask the question in Chat instead.
Its help looks out of date. Casey is switched off if its product guide does not match the running version, so this should not happen. If it does, tell whoever supports your installation.

For help reading answers and correcting them, see the User Guide (User-Guide.html). For settling definitions, see the Lead Guide: Fine-tuning (Lead-Guide-Fine-tuning.html). For settings, see the Admin / DBA Guide (Admin-DBA-Guide.html).

If something looks wrong

What you see	Why	What to do
No Ask Casey in the sidebar, no tick box, and Ctrl+K does nothing	Offer Casey on the chat screen is off for this Windows account, or Casey has been switched off because its product guide does not match this version	Ask an administrator to check Settings › Assistant.
The Ask Casey tick box is there but greyed out	Casey is switched on but cannot be used on this version	Hold the pointer over it to read the reason. Tell whoever supports your installation.
“Casey needs an … API key before it can answer”	No AI provider key is set	An administrator enters one in Settings › AI provider. Nothing was sent.
“Casey is still working on the last question.”	The first question of a sitting takes about a minute	Wait for the answer, then ask again.
“Casey did not answer within three minutes, so the request was stopped.”	The provider did not reply in time	Check the AI provider key in Settings, then try again.
“That question is too long for the assistant.”	Over 2,000 characters	Shorten it. Name the message or button rather than pasting whole screens.
“The assistant has not been switched on for this installation.”	Casey was switched off after you opened the page	Reload the page. Ask an administrator if you need Casey.
Casey refuses with a blank or unclear message	You may have reached a daily question limit	Try again tomorrow, or ask whoever supports your installation.
Casey says it cannot see your firm’s terms or rules	The second switch is off, or no database is connected	Check the Reading line; an administrator can turn on Let Casey read what your firm has written down.
The panel conversation has gone	The browser tab was closed or reloaded, or Clear was pressed	Ask again. The panel keeps the conversation only while the tab is open.
A Casey answer about your data or your numbers	Casey cannot see either	Disregard it. Ask the question in Chat with Ask Casey unticked.

Glossary

AI provider account: Your firm’s own account with the AI company AI CaseQuery uses. Questions to Casey, like data questions, are charged to it.
Business rule: A standing instruction that applies to every question, whatever it asks. For example: always exclude files closed in error.
Casey: The assistant built into AI CaseQuery. It explains how to use the product and helps you draft; it cannot see your data and changes nothing.
Column note: A note explaining one column — what its codes mean, or which of several dates matters. It can name the values a column holds.
Daily question limit: An optional limit, set for the installation, on how many questions one person may ask in a day.
Hidden column: A column an administrator has marked in Schema rules as never to be seen. It is never sent to the AI, and notes on it are never shown to Casey.
Preparation scan: The one-time read of your database, done on your own computer, that describes coded columns and finds the definitions your firm needs to settle.
Product guide: Casey’s built-in description of how this version of AI CaseQuery works.
Query result: The rows your database returns for a question. Query results never leave this machine.
Reading: One way of interpreting a question — which records it counts. The same question can have more than one reading until a definition settles it.
Settled definition: A decision, recorded by a lead, about what a word or question means at your firm. It applies to every later question that rests on it.
Term: What a phrase means at your firm, with the other names people use for it. Kept on Business Rules › Terms.
Tuning item: One of the definitions listed on Fine-tuning › Definitions to settle.
Worth checking: The amber panel under an answer that says something about it deserves a second look. The answer is still shown.