> For the complete documentation index, see [llms.txt](https://cortex-docs.paloaltonetworks.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://cortex-docs.paloaltonetworks.com/cortex-cloud-posture-management/cases-and-issues/investigation-and-response/investigate-issues.md).

# Investigate issues

{% hint style="warning" %}

### Prerequisite

To work with issues, an administrator must configure your user role with specific RBAC permissions. Permissions must be enabled in the following order:

1. **Playbooks**: This component (under **Investigation & Response** → **Automations**) must be set to **Enabled** first. Role-level permissions determine your ability to create new playbooks or edit those marked as **Public**. Specific access to individual custom playbooks and scripts is managed at the object level. For detailed information on the access model, see [Access to playbooks](/cortex-cloud-posture-management/cases-and-issues/investigation-and-response/automation/playbooks/access-to-playbooks.md).
2. **Cases and Issues**: Once **Playbooks** are enabled, you can set **Cases and Issues** (under **Cases & Issues**) to **View** or **View/Edit**.
   {% endhint %}

Issues help you to monitor and control the security of your system framework by notifying you about risks to security in your framework. Cortex Cloud generates issues from the following:

* Rules that you set up, such as vulnerability rules.
* Findings

  Findings themselves are not issues, but findings that match a specific logic can generate issues.
* Integrations

  Integrations enable you to ingest events, such as phishing emails, SIEM events, from third-party security and management vendors. You might need to configure the integrations to determine how events are classified as events. For example, for email integrations, you might want to classify items based on the subject field, but for SIEM events, you want to classify by event type.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://cortex-docs.paloaltonetworks.com/cortex-cloud-posture-management/cases-and-issues/investigation-and-response/investigate-issues.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
