{"query":"Import and prepare cases","corpusVersion":"local","generatedAt":"2026-09-13T04:40:59.248Z","results":[{"blockId":"operating.import-prepare-cases#import-and-prepare-cases","pageId":"operating.import-prepare-cases","title":"Import and prepare cases","pageTitle":"Import and prepare cases","url":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases.md","humanUrl":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases#import-and-prepare-cases","markdownUrl":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases.md","sectionId":"import-and-prepare-cases","kind":"task","productArea":"operating_manual","score":3056.4976209247748,"reasons":["search_match","title_match","display_title_match","term_match"],"markdown":"# Import and prepare cases\n\nBring existing examples into the project and make them usable by experts, coverage work, and Harness execution without losing their input or material boundaries."},{"blockId":"operating.import-prepare-cases#object-and-state-changes","pageId":"operating.import-prepare-cases","title":"Object and state changes","pageTitle":"Import and prepare cases","url":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases.md","humanUrl":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases#object-and-state-changes","markdownUrl":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases.md","sectionId":"object-and-state-changes","kind":"task","productArea":"operating_manual","score":1191.9156737723663,"reasons":["search_match","page_title_match","term_match"],"markdown":"## Object and state changes\n\nThis task creates project Cases and may attach artifact records, material references, coverage classifications, and benchmark selection. The rendered case view is derived from canonical content. Selecting a Case for one benchmark does not remove it from the reusable project pool or select it for every benchmark."},{"blockId":"operating.import-prepare-cases#common-failure-modes","pageId":"operating.import-prepare-cases","title":"Common failure modes","pageTitle":"Import and prepare cases","url":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases.md","humanUrl":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases#common-failure-modes","markdownUrl":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases.md","sectionId":"common-failure-modes","kind":"task","productArea":"operating_manual","score":960.7455695279116,"reasons":["search_match","page_title_match","term_match","prefix_or_fuzzy_match"],"markdown":"## Common failure modes\n\n- Putting supporting documents into an unstructured metadata field.\n- Treating candidate responses as the primary case input.\n- Importing artifacts the project schema does not admit.\n- Selecting unclear Cases into a benchmark before review.\n- Changing case content while comparing Runs against an earlier snapshot.\n\n{% example-demo title=\"Example: import chat cases with documents\" %}\nA project uses chat architecture and requires a `policy_document` material. The operator maps each conversation to canonical messages, attaches the controlling PDF, rejects rows without the document, and inspects rendered case views. Only reviewed Cases are selected for the benchmark snapshot.\n{% /example-demo %}"},{"blockId":"operating.import-prepare-cases#source-confidence","pageId":"operating.import-prepare-cases","title":"Source confidence","pageTitle":"Import and prepare cases","url":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases.md","humanUrl":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases#source-confidence","markdownUrl":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases.md","sectionId":"source-confidence","kind":"task","productArea":"operating_manual","score":949.7498124531581,"reasons":["search_match","page_title_match","term_match"],"markdown":"## Source confidence\n\nCode-backed: the active Cases surface and case-content contract support canonical input, materials, rendering, and schema validation. Exact import mechanisms can depend on the available product configuration."},{"blockId":"operating.import-prepare-cases#steps","pageId":"operating.import-prepare-cases","title":"Steps","pageTitle":"Import and prepare cases","url":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases.md","humanUrl":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases#steps","markdownUrl":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases.md","sectionId":"steps","kind":"task","productArea":"operating_manual","score":947.5208437402329,"reasons":["search_match","page_title_match","term_match"],"markdown":"## Steps\n\n1. Review **Project Settings → Input Schema** and confirm plain-text, chat, or structured architecture.\n2. Identify the primary input for each source example and map it to `content.input`.\n3. Map supporting values or artifacts to declared `content.case_materials` keys.\n4. Reject or correct records missing required materials, using unsupported artifact types, or violating the structured schema.\n5. Import or create the Cases through the available product path.\n6. Open representative Cases and inspect the rendered case view. Confirm that inputs, materials, labels, and source authority are understandable without private explanation.\n7. Classify or connect the relevant Coverage Facets.\n8. Select reviewed Cases in Benchmark Datasets and create a snapshot when the membership defines a new evaluation boundary.\n\n![Case Pool upload step with a file drop area for CSV, JSON, or JSONL source records before column mapping.](/docs-assets/assets/screenshots/case-import-upload-step.png)\n\nThe upload step stages source records. Continue through column mapping and inspect representative rendered Cases before selecting them for a Benchmark."},{"blockId":"integrations.import-case-examples#task-steps-import-case-examples","pageId":"integrations.import-case-examples","title":"Task steps: Import Case examples","pageTitle":"Import Case Examples","url":"https://teammately.ai/docs/integrations/import-case-examples.md","humanUrl":"https://teammately.ai/docs/integrations/import-case-examples#task-steps-import-case-examples","markdownUrl":"https://teammately.ai/docs/integrations/import-case-examples.md","sectionId":"task-steps-import-case-examples","kind":"task","productArea":"data_integrations","score":928.8545065401823,"reasons":["search_match","term_match"],"markdown":"### Task steps: Import Case examples\n\n1. Open Project Settings and inspect **Project Input Schema**. Confirm whether the Project expects plain text, chat, or structured input and which Case materials are required.\n2. Prepare a small representative sample. Separate the Case input from candidate output, human correction, and source-system bookkeeping.\n3. Open the Case import flow from the Project's Cases or Case Pool surface and upload the supported source file.\n4. Map source columns to input, named Case materials, and customer attributes. Do not map candidate output into Case input merely because it shares a row.\n5. Preview the normalized Cases. Inspect conversations, structured values, file associations, empty required fields, and duplicate source identifiers.\n6. Resolve validation and artifact-processing failures before admitting the full collection.\n7. Complete the import, then inspect the admitted Cases in Assets. Confirm Case identity, current version, source context, and material readiness.\n8. Add Cases to coverage or a Benchmark Dataset only after the team has reviewed whether they belong there."},{"blockId":"operating.import-prepare-cases#prerequisites","pageId":"operating.import-prepare-cases","title":"Prerequisites","pageTitle":"Import and prepare cases","url":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases.md","humanUrl":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases#prerequisites","markdownUrl":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases.md","sectionId":"prerequisites","kind":"task","productArea":"operating_manual","score":921.7870713977532,"reasons":["search_match","page_title_match","term_match"],"markdown":"## Prerequisites\n\n- A saved Project Input Schema.\n- Source examples with identifiable primary input.\n- Required case materials and accepted artifact formats.\n- A selected project and permission to manage Cases."},{"blockId":"operating.import-prepare-cases#success-criteria","pageId":"operating.import-prepare-cases","title":"Success criteria","pageTitle":"Import and prepare cases","url":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases.md","humanUrl":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases#success-criteria","markdownUrl":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases.md","sectionId":"success-criteria","kind":"task","productArea":"operating_manual","score":921.1798723661752,"reasons":["search_match","page_title_match","term_match"],"markdown":"## Success criteria\n\n- Every Case conforms to the Project Input Schema.\n- Required materials are present and use accepted formats.\n- The rendered case view preserves the intended input and evidence.\n- Cases can be understood by an expert and delivered to a Harness.\n- Benchmark selection and snapshot state are explicit."}]}