.
The Add External Entity page is displayed.Use this section to view a complete list and description of external entities associated with the selected case.
Topics:
To view the list of all external entities associated with this case, follow these steps:
In the Involved Parties section of the Case Details page for a selected case, select the External Entity tab.
Click either the Entity ID or Entity Name link corresponding to the external entity whose details you want to view. The details of the selected entity are displayed.
The following table describes the fields which display at the top of the External Entity Details page.
Fields in External Entity Details Page and their Descriptions
Field |
Description |
Entity Name |
Name of the external entity on whom the case is created. |
Entity ID |
ID for the external entity on whom the case is created. If no ID has been presented, this will remain blank. |
Entity Type |
Entity type of this external entity. |
Date Added |
Date on which the external entity was added as an Involved Party to this case. |
Risk Rating |
Level of risk associated with this external entity. |
Addresses |
Displays address information for this external entity. |
This section lists the cases for which this external entity is considered an Involved Party, such as a Victim, Suspect, or Witness, and provides details about the entity's involvement in the case.
Use this section to add a new external entity to the selected case. Adding a new External Entity allows you to perform the detailed analysis of external entities associated with the case to determine case resolution.
To add a new external entity, follow these steps:
1. In the Involved Parties section of the Case Details page for a selected case, select the External Entity tab.
2. Click Add External Entity .
The Add External Entity page is displayed.
3. Enter the Entity ID, Entity Type or Entity Name.
The Entity Name field supports wildcard and case-insensitive search.
Select an external entity type from the drop-down list. For example, credit card, driver license, corporate identifier, and so on.. The Entity Type drop-down list is enabled only when Customer Name is entered.
4. Click Search. The list of external entities is displayed.
Reset discards the external entity data entered by you and resets the contents to their original state.
5. Select one or more entities from the search results.
6. Click Add. A confirmation message is displayed: External Entity Added Successfully. The system saves the new external entity details and associates it to the current case.
The newly added records display in the External Entity list. Corresponding audit entries are also recorded in the Audit History on the case.
Use this section to remove an existing external entity from the selected case.
To remove an external entity, follow these steps:
1. In the Involved Parties section of the Case Details page for a selected case, select the External Entity tab.
2. Select the
external entities you wish to remove from the case and click Remove
External Entity 
.
3. Provide a reason for why you are removing the selected entity from the case.
4. Click Yes. A confirmation message is displayed: External Entity Removed Successfully. The window closes and navigates you to the refreshed list of external entities. Corresponding audit entries are also recorded in the Audit History on the case.
To sort external entities in the list, follow these steps:
1. On the External Entity page, select a column (for example, Entity ID, Entity Type, and so on).
2. Sort in ascending or descending order by clicking the up arrow or down arrow buttons respectively.