--- title: Create an AI case description: Open an AI case to investigate and document an incident affecting an AI asset, such as a suspected breach, data exposure, or policy violation. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/intelligent-experiences/ac-create-ai-case.html release: australia topic_type: task last_updated: "2026-07-16" reading_time_minutes: 3 keywords: [ServiceNow Otto, AI Agents, generative AI, agentic AI] breadcrumb: [AI cases, Managing tasks and approvals, Address action items, AI Control Tower, Enable AI experiences] --- # Create an AI case Open an AI case to investigate and document an incident affecting an AI asset, such as a suspected breach, data exposure, or policy violation. ## Before you begin Role required: sn\_ai\_governance.ai\_steward or sn\_ai\_asset\_mgmt.ai\_asset\_owner ## About this task An AI case documents an incident that needs investigation, such as a suspected security breach, a data exposure, or a policy violation involving an AI asset. Creating a case starts a structured investigation that can include a breach determination, a root cause analysis, and a remediation plan. ## Procedure 1. Navigate to **All** > **AI Control Tower** > **Home** > **Activity Center** > **Work** > **Assigned to you**. 2. Select the **Cases** sub-tab. 3. Select **New**. 4. Fill in the fields that describe the case. |Field|Description| |-----|-----------| |Name|Name of the case.| |Description|Description of the case.| |Type|Type of case. Defaults to **AI case**.| |Sub-type|Subcategory of the case type, if applicable.| |State|Current state of the case. Defaults to **New**.| |Priority|Priority of the case.| |Requester|User requesting the case. Defaults to you.| |Requested on behalf of|User the case is being requested for, if different from the requester.| **Note:** The **Primary entity** and **Entity owner** fields populate automatically and aren't set when you create the case. 5. In the Assignment section, specify who should work the case. |Field|Description| |-----|-----------| |Assignment group|Group responsible for working the case.| |Watch list|Users who want to stay informed about the case.| |Case analyst|User assigned to analyze the case.| |Accountable executive|Executive or executives accountable for the case outcome.| 6. In the Primary origin section, describe where the case originated. |Field|Description| |-----|-----------| |Location|Location where the case originated.| |Sub-location|More specific location within the primary location.| |Impacted business unit|Business unit affected by the case.| |Impacted department|Department affected by the case.| |Additional source|Additional context about how the case was identified.| **Note:** The **Source** field is set automatically based on how the case originated \(such as manually, or from an email or a security incident\) and isn't set when you create the case. 7. In the Schedule section, record the dates relevant to the case. |Field|Description| |-----|-----------| |Date of occurrence|Date the underlying event occurred.| |Date of discovery|Date the case was discovered. Defaults to the current date.| |Case closure SLA|Target date and time for closing the case.| |Investigation planned start|Planned start date for the investigation.| |Investigation planned end|Planned end date for the investigation.| |Investigation actual start|Actual start date of the investigation.| |Investigation actual end|Actual end date of the investigation.| |Remediation planned start|Planned start date for remediation.| |Remediation planned end|Planned end date for remediation.| |Remediation actual start|Actual start date of remediation.| |Remediation actual end|Actual end date of remediation.| **Note:** The **Reported date** field is set automatically to when you create the case. 8. In the Breach analysis section, record whether the case involves a breach. |Field|Description| |-----|-----------| |Breach status|Whether the case involves a data or security breach. Defaults to **To be determined**.| |Reporting status|Whether the case has been reported to regulators. This field is set automatically based on the frameworks associated with the case. Defaults to **To be determined**.| 9. In the Root cause analysis section, document your findings and any remediation. |Field|Description| |-----|-----------| |Overall observations|Findings from your review of the case.| |Remediation taken|Whether remediation measures have been taken to address the case. Options are **Yes** and **No**.| |Overall preventive measures|Steps to prevent the issue from recurring.| **Note:** The **Primary cause** and **Primary consequence** fields populate based on further analysis and aren't set when you create the case. 10. In the Activity section, add any supporting notes or comments. |Field|Description| |-----|-----------| |Work notes \(Private\)|Internal notes about the case that aren't visible to the customer.| |Additional comments \(Customer visible\)|Comments about the case that are visible to the customer.| 11. Save the case. ## Result The case is created and appears in the **Cases** sub-tab, where you and the assigned case analyst can track the investigation through to closure.