2 About Enterprise Case Management

The purpose of Enterprise Case Management (ECM) is to help your firm to investigate and resolve cases.

Enterprise Case Management (ECM) supports the investigation and resolution of cases. Once created, a case is taken through various statuses as part of the investigation and reaches closure through resolution actions.

Enterprise Case Management supports modifying the case details and the associated business data. Investigation workflows can vary based upon the type of case being investigated. Case investigation and resolution are supported by various actions, which may be specific to the case type. Access to types of cases as well as certain actions can be controlled based on a user's role and access permissions. Cases can be manually created within ECM.

Enterprise Case Management supports product default case types that drive the Investigation workflow. Case types are configurable values and can be defined by your firm to meet your business needs. For more information on configuring case type, see the Managing Case Designer chapter in Administration and Configuration Guide.