Case identities
Shared people and organizations across every document in a case.
Review | 1 min read
When documents share a Case, Northdocs resolves Fast Track dossiers into case identities using strong identifiers (CPR, email, phone, passport) and name-variant clustering.
How it works
Person
Person 1
Email 1
Address
Address 1
Decide once on the case page
The Case identities panel sits beside the file list on the case page and shows who appears in which files. Accept for case or Keep for case once to pre-decide pending detections across the pack. The roster shows who made each case decision, and the decision log records roster and Fast Track identity accepts on this case.
Apply and output verification stay per document. A file nobody has opened cannot download until that document is applied and verified.
Use Rename, Merge, or Split when the automatic match is wrong. Manual corrections are marked so a later rescan will not undo them.
Related articles
- Fast Track reviewEntity-first triage: accept one person or organization once and every instance follows.
- Custom pseudonym schemesChange Person 1, Person 2 into letters, Roman numerals, or custom templates.
- Approval workflowsOptional dual-control approval before export. Off by default unless an admin setting or policy pack turns it on.