Case Studies
Customer case studies with preview, tags, products, featured and sort controls, public-client links, public hub placement, and advisor-aware search context.
Case Studies manages customer stories with preview, tags, product associations, featured and sort controls, public-client links, and public hub placement alongside other resource libraries.
Advisors can use published case studies as answer context, including named case-study references and longer snippets that preserve the story overview. Search indexing excludes deleted studies so assistants and search results stay aligned with the published case-study library.