Overview of cases

Learn how cases group security issues, support investigations, and track responses through resolution in Cortex XSIAM.

Understand how cases work in Cortex XSIAM.

Cases group related security issues, evidence, assets, and response actions.

Use them to prioritize investigations, assign ownership, and track resolution.

Cortex XSIAM - cases preserve context throughout the incident lifecycle.

Explore case concepts

• What are cases?

• Resolving cases with AI

• Case lifecycle

• Case thresholds

• Case scope and impact

• Case and issue domains

• Overview of case teams and roles

Prerequisite

To work with cases, 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.
2. Cases and Issues: Once Playbooks are enabled, you can set Cases and Issues (under Cases & Issues) to View or View/Edit. This is also required to view the results of playbooks executed within a case.

For more information on setting RBAC permissions, see Role permissions by component.