--- title: "Setting conditions for cases and document analysis" slug: "setting-conditions-in-case-manager-and-document-analyzer" updated: 2026-10-19T11:47:26Z published: 2026-10-19T11:47:26Z canonical: "knowledge.lightico.com/setting-conditions-in-case-manager-and-document-analyzer" --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.lightico.com/llms.txt > Use this file to discover all available pages before exploring further. # Setting conditions for cases and document analysis Conditions let you control what happens in a process based on the data in it. In Case Manager, you use them to decide when a task is available, visible, or editable, and when a case can move to another state. In Document Analyzer, you use them to decide when a document is required and to validate the data extracted from it. This article explains how to build conditions in the condition builder used in these two areas. > [!NOTE] > **Note** > > For conditions in Workflows and other Collaboration Room builders, see [Setting conditions in Workflows](/v1/docs/setting-conditions). ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(518).png) Condition dialog box for Case Manger --- ## Set a condition 1. For the first field, select the field type. In Case Manager, the choices are **Attribute** or **system value** (types of system values available are: **User**, **Team**, **System value (general values)**, and **Role**). In Document Analyzer, only **Attribute** is available. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(519).png) 2. Click into the field and select a specific Attribute or system value. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(520).png) 3. Select an operator. The operators you see depend on the type of field. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(521).png) 4. For the last field, select a field type. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(522).png) 5. Enter or select the value to which to compare. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(523).png) 6. Click **Save**. For example: `include_dependents` (Boolean Attribute) equal to `true`. #### Combine multiple clauses - Click **+** next to a clause to add another one below it and click **−** to remove a clause. - Between clauses, use the **And/Or** selector on the left to choose how they combine: **And** (all must be true) or **Or** (at least one must be true). - To evaluate some clauses together, select the check boxes next to them and click **Group selected clauses**. The grouped clauses are indented, with a line on their left, and have their own And/Or selector. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2026-10-11_11-25-50.png) --- ## Conditions on a date range To check whether a date falls within a range of another date, use **within**. 1. Select a date Attribute. In Case Manager, you can also select the system value **Current Date**, which is checked each time the condition is evaluated. 2. Select **within**. 3. Click the range box and set the **Amount**, the **Unit** (days, weeks, months, or years), and the **Direction** (before or after). ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(529).png) 4. Next to the value box, select what to compare against: **Date**, **System value**, or **Attribute**. Then select the date. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(528).png) For example, **Current Date** within 30 days before **ID expiry date** is met when the ID expires within the next 30 days. --- ## Conditions on approximate text To match text approximately, use **similar to**. 1. Select a text Attribute. 2. Select **similar to**. 3. Enter the value to compare against. 4. Under **At least**, select the minimum similarity: 50%, 60%, 70%, 80%, 90%, or 95%. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(542).png) The condition is met when the two texts are at least that similar. --- ## Examples of conditions The following are examples of how conditions might be used. **In Case Manager** - **Prompt an early review:** in a mortgage process, a Review ID task is visible when **Current Date** is within 30 days before **ID expiry date**. - **Allow for spelling differences:** in a lending process, the Verified transition is available only when **Name on ID** is similar to **Account holder name**, at least 90%. **In Document Analyzer** - **Require a document only when needed:** require a tax return only when **Employment status** is equal to *Self-employed*. - **Check that a document hasn't expired:** a validation rule compares the document's expiry date with **Current Date (UTC)**. A module in the Lightico platform that enables you to collect and manage customer information in a standardized, organized, and efficient way. A module in the Lightico platform that performs an AI-based analysis of uploaded documents to extract structured data, classify document types, and evaluate business rules. The interface enables agent review, feedback, and corrections. A module within the Lightico Platform that enables you to complete all parts of a customer journey from a single, chat-style interface. You can obtain signatures, verify ID, collect supporting documentation, collect payments and more. An identifying label that you bind to data in a session that enables you to organize and make use of the data during the session. Values that the Lightico system either generates or regularly records from session, case, or analysis data. For a full list of available system values, see [System values](/v1/docs/system-values).