Support of New Case Types

In this release, Investigation Hub has added support for the following case types:

  • Know Your Customer Case Type: Which includes customer risk ratings, integration with Quantifind for adverse media scans, and insight into related parties.
  • 314(a) Transactions (Customer Screening) Case Type: Which enables the screening of transaction counterparties / external entities against the 314(a) watchlist.
  • Real-Time Customer Screening: Prospect details can be submitted for customer screening, and the results can be used to create a Customer Screening case.

Enhanced coverage of additional case types allows you to more efficiently investigate your cases.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources