For all roles, ECM enables you to export data in Excel and CSV formats where you can then review and edit the data as necessary. The Excel function exports all records available on the list.
This Export functionality is available as follows within the Enterprise Case Management UI:
· Case List page: displays in the Case List section
· Correlation tab: displays in the Source Correlation section
· Involved Party tab: displays in the Involved Party List section
· Transaction tab: displays in the Backoffice Transaction, Cash Transactions, Funds Transfer, Monetary Instrument Transaction sections
· Relationship tab: displays in the Related Cases, Related Events sections
· Audit History tab: displays in the Audit History List section
· Financials tab: displays in each of Potential Loss, Averted Loss, and Recovered Loss sections