3 Case Statuses

Case statuses help users navigate cases as they progress through the workflow towards investigation and resolution.

A case status is associated to a workflow action; when an action is executed, the status of a case changes. For example, when an Analyst recommends a case for closure to the Supervisor, the case status changes from Investigation to Recommend for Closure.

Administrators can add a new case status code based on the following pre-existing case status types:

• New: Cases not assigned to any user yet.
• Assigned: Cases assigned to users but not under investigation.
• Investigation: Cases assigned to users and are under investigation.
• Under Review: Cases for which recommendations are made, but not yet approved by the Case Supervisor.
• Closed: Cases closed without requiring any further action, or with recommendation for further action to be taken, or, after generating a Compliance Regulatory Reporting (CRR) report.

All Case workflows must contain the following statuses; New, Assigned and Investigation. This can be copied from the Out Of Box Workflow.

The newly added case status can be used in PMF to enhance your workflow. For more information, see Process Modeling Framework.