5.6.24 Managing Business Entity Records

• Business entity information assist you to analyze granular level of case details
• Provides individual-level information of an entity
• These information are displayed below the entity list
• Associate more new records to an entity
• Modify or remove existing records associated with an entity

Adding New Business Record

This section explains how to add additional information to an entity associated with the current case.

To add a business information, follow these steps:

1. Navigate to the Case Summary page and go to the applicable business tab.
2. Select an entity from the List. The selected entity details are displayed with different sections.
3. Go to the respective sections and click Add. An Add window is displayed.
4. Enter the information in the respective fields.
5. Click Save. A confirmation message is displayed.

   The new information is saved and associates it to the current entity. You can continue to add more information to the current entity.

   Click Cancel. The window closes and navigates to the refreshed list of business entities section, and the newly added information is displayed. Corresponding audit entries are recorded on the case.

Modifying Business Record

This section explains how to modify an existing information of an entity.

To modify existing business information, follow these steps:

1. Navigate to the Case Summary page and go to the applicable business tab.
2. Select an entity from the List. The selected entity details are displayed in various sections.
3. Go to the respective sections and select the required record to modify.
4. Click Edit. An Edit window is displayed.
5. Modify the information in the respective fields.
6. Click Save. A confirmation message is displayed.

   The modified information is saved. The window closes and navigates to the refreshed list of business entities section. The modified information is displayed the edited record.

   Corresponding audit entries are recorded in the case.

Removing Business Record

This section explains how to remove information from an entity. The removed information and any supplemental information associated with that business entity are removed from all supplemental section. For example, removing an Account from a case removes that account's account balance information, account summary information, and so forth.

To remove existing business information, follow these steps:

1. Navigate to the Case Summary page and go to the applicable business tab.
2. Select an entity from the List. The selected entity details are displayed with various sections.
3. Go to the respective section and select the required information to remove it.
4. Click Remove. A confirmation message is displayed.
5. Click OK to continue and save changes.

   At any point in time, if you do not want to perform the selected action, click Cancel on the pop- up or on the pre-save confirmation message and to abort the action.

   The selected record(s) are deleted from the entity. The list of business entities section refreshes. Corresponding audit entries are recorded for the case.

   Adding, editing, and removing information from a case does not affect that record as it exists in other cases.

   It is also possible to add, edit, and remove information in supplemental section that displays additional information. This information is specific to a business entity selected in the primary section list on the business tab. This supplemental information is displayed upon the selection of an entity in the primary section list and then navigating to the respective section.