Siebel Public Sector Guide > Managing Investigative Cases > Developing Cases for Investigation >

Creating Case Records

This task is a step in Process of Managing Investigative Cases.

Perform the following procedure to create new case records.

To create a case record

  1. Navigate to the Cases screen > Case List view.
  2. Create a record and complete the fields as appropriate.

    The following table describes some of the fields.


    Case Name

    Descriptive name for the case.

    Case Number

    Automatically generated unique number.

    Case Serial #

    This field is populated automatically by a serialization rule as soon as the record is saved.

    NOTE:  Error messages are displayed if you are trying to generate a serial number for an item where one of the fields has been left empty. To generate a number successfully, you must make sure that all the required fields, as well as all the fields defined in the case serialization rule, have been filled. See About Editing the Default Serialization Rules for more information.


    The status of the case indicates whether the case is still being worked. Values include Active, Closed, and Inactive. The default value for a new case is Active. When the Status is set to Closed, all other fields in the case record become read-only.


    Used to further define the case status. For example, for cases with a Status of Active, the choices for substatus could be Appealed, Intake, Screening, Referral, and Assessment.


    The owner and members of the team assigned to the case. Defaults to the case record creator.

    Case Type

    The kind of case that is being processed. Case types typically are specific to the agency deploying Siebel Public Sector. Examples are Fraud, Organized Crime, and Public Health.


    Used to define the step in the process lifecycle for the case. Examples are Intake, Investigation, and Screening.


    Indicates the category to which the case belongs. Examples are Bank Robbery, Drug Use, and Kidnapping. In investigative cases, each category value can have a corresponding category code and by default, the appropriate code is included when generating the case serial number. See About Editing the Default Serialization Rules for more information.


    The agency territory to which the case belongs.


    A list of available suspects. You can also create a new suspect record.


    A list of available groups. You can also create a new group record.


    Remuneration associated with case information.

    Date Opened

    Automatically completed with the date and time the case record is created.

    Date Closed

    Date and time the case is closed.

    Threat Type

    Used to group similar threats. Examples are Murder, Kidnapping, and Cybercrime.

    Threat Sub-Type

    Used to further define the threat, based on the threat type. The values in this list are dependent on the value selected in the Threat Type field.

    Threat Level

    Predefined levels used to escalate threat. Examples are High, Medium, and Low.


    Classifications include Unclassified, Classified, Secret, and Top Secret.


    Text field for additional information. Click Check Spelling to verify spelling in the Case Description field.

    Approval Template

    Select an approval template from the list to determine the approval routing for the case. The case record is routed automatically to the correct approver's Case Inbox until all approvals in the chain have been obtained. See Creating Case Approval Templates and Reviewing Approvers for a Case for more information.

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