Quantum FAQs

Frequently Asked Questions About Quantum

What is Quantum?

‍Quantum is Case IQ’s next-generation compliance platform, giving teams a smarter way to run, manage, and oversee their programs so they can anticipate risk rather than react to it. Built with AI at its core, Quantum brings intelligence to the moments that matter most, surfacing hidden risks, connecting the data and context needed to understand them, guiding teams toward the right next steps, and automating workflows to reduce friction across the compliance program. By moving beyond unfit tools and AI layered on after the fact, Quantum gives teams the visibility and understanding they need to make the right response before problems escalate.

How does Quantum support a more effective Approvals & Disclosures program?

Quantum brings Case IQ’s renowned configurability and AI leadership to approvals and disclosures, embedding intelligence throughout the entire process rather than in isolated features. Launch conflicts-of-interest campaigns in minutes with fewer steps and turn every response into actionable intelligence that strengthens the approvals and disclosure program. Ensure thorough approvals and disclosures from the start with AI agents that guide the process to align with policies and regulations. At the same time, risk-based workflows automatically route submissions and surface high-risk activity, providing the context reviewers need to focus on what requires attention.

All of this is supported by expansive controls that give compliance teams the flexibility to configure, manage, and adapt their programs as business needs change. Built-in governance, AI-human oversight, and full auditability help ensure that every decision remains controlled, transparent, and defensible.

What key features are in Quantum Approvals & Disclosures?

‍Through an intuitive and centralized experience, Quantum Approvals & Disclosures delivers the capabilities and deep configurability that modern compliance teams expect. Some key features include:

• AI agents that guide the disclosure process for completeness from the start, surface potential risk signals across submissions, and prioritize them by urgency.  
• Embedded intelligence delivers relevant context, recommendations, and next steps in one intuitive, centralized experience.  
• Powerful self-service configuration for teams to manage campaigns, questionnaires, workflows, routing, and risk thresholds, while maintaining governance and control.  
• Robust campaign manager to build, launch, and oversee targeted campaigns with automated reminders, notifications, escalations, and real-time visibility into engagement and emerging concerns.  
• Dynamic, risk-based workflows that automatically trigger the appropriate reviewers, approval paths, escalations, and follow-up actions based on conditions and risk levels.
• Role-based permissions, controlled access, version-aware records, and comprehensive audit trails make every approval and disclosure defensible.
• And more ‍

How is AI built into Quantum Approvals and Disclosures?

‍Quantum Approvals & Disclosures is built with AI at its core, recognizing the growing role AI plays in modern compliance. Unlike other tools that bolt AI onto existing capabilities, Quantum embeds AI throughout the compliance experience, with governance and human oversight built in from the start. AI connects data, activity, and risk signals across workflows to surface patterns, relationships, and emerging risks that isolated systems can miss. It then puts those signals into context using organizational policies, historical decisions, regulatory context, and customer-defined risk models to help teams understand what matters and where to focus. In addition, organizations can leverage AI agents across their compliance processes wherever they create the greatest impact. For example, the AI Suggestion Agent guides employees as they complete disclosures, helping them submit thorough, policy-aligned information before it reaches a reviewer.