QBO Platform · All building blocks
Every building block, in one place.
QBO is a set of building blocks that work together around the case. Here is each one, grouped by the job it does.
Process & Case Management
The case that orchestrates everything else.
| Cases | The case attached to any record, its template, and the vendor contracts behind it |
| Workflow | Steps, dependencies, durations, child workflows, and holds |
| Rules | Weighted rules matrices for routing and pricing, and validation on every save |
Documents to Decisions
Ingest, generate, store, and act on documents.
| Documents | Storage, viewing, movement, OCR, and revisions |
| Document templates | How each kind of document is generated, stored, and recognized |
Workforce Management
Route work and exceptions to the right people.
| Worklists | Routing, assignment, escalation, sampling, and exception queues |
| Messaging | Outbound and inbound email, SMS, and notifications from templates |
Data & Insight
Bring data in, score it, report on it.
| Imports | Files and data loaded through staging, validation, and logging |
| Forms | Questionnaires and structured data capture on any record |
| Scoring | Calculations and extraction, saved as line items with confidence |
| Reports | Saved queries, scheduled Excel reports, ad hoc reports, and dashboards |
| Ledgers | Charges, payments, and invoices |
Partners & Security
Let partners in. Show them only their part.
| Extranet security | Row-level partner access, maintained automatically |
| Users, roles & sign-on | Permissions, single sign-on, API keys, and security logging |
| Contacts & organizations | People, partners, contact methods, and licenses |
AI
QBO orchestrates AI — under your governance.
| AI engines | AI methods across documents, scores, imports, forms, messages, reports, and queues |
| Model providers | Chosen per agent by configuration |
Architecture & APIs
One API pattern, queues, and plugins.
| API | Every operation at /api/{module}/{operation}, with record-scoped routes |
| Queuing | Long-running work at /api/{module}/queue/{operation}, run by app servers |
| Plugins & configuration | Storage, messaging, AI, import, and service plugins, configured per installation |
Industry modules (for example lending, collections, and property) build specialized case types on the same platform; they're described on the Solutions pages.