5.6 Taking Actions on Customer Screening-related Cases

You can take an action on a case depending on the workflow status, case type, and user. You can also add a comment and attach a document To take an action on a case, see the Using Take Action window section in Oracle Financial Services Enterprise Case Management User Guide.

The following figure shows a sample of an EDD workflow that has a Pending Review status and Supervisor user.

Figure 5-6 Take Action window

Note:

When a match decision is taken for an alert, you can make the comments mandatory or optional.

• To make comments mandatory, set the values of the REQ_CMNT_FL column in the KDD_ACTION table to Y. Run select t.action_cd,t.action_nm from kdd_action t and update the value. You cannot take an action until you provide a comment.
• To make comments optional, set the values of the REQ_CMNT_FL column in the KDD_ACTION table to N. You can take an action even if you do not provide a comment.