12.2 Searching for an Event

The Event Search and List page allows you to search Events. This page captures your selection criteria related to a type of event and then searches to find the specified event.

By default, the Search Eventswindow displays all the events of the ECM system. You can also view the migrated events along with other events of the ECM system. Migrated events are alerts from the old system (for example BD) that are moved to the ECM system. To view migrated events, you must configure the Include Historical Migrated Alerts parameter. For more information, see Configuring Include Historical Migrated Alerts section inOracle Financial Services Enterprise Case Management Administration and Configuration Guide.

When you configure the Include Historical Migrated Alerts parameter,the Include Historical Migrated Alerts check box displays on the Search Event window and all the Relationship tab UIs. Select Include Historical Migrated Alerts if you want to view migrated events along with other events of the ECM system.

An alert's details, including audit history, narrative, and evidence, can be viewed through ECM. This allows upgrading the customers without logging into AM. All historical alert information can be viewed in ECM.

Figure 12-1 Search Events

To search for an event, follow these steps:

1. Navigate to the Event Search and List page.
2. Enter the following details to search for an event as described in the following table.

   Note:

   All Name Type fields have a wildcard search.

   All search fields are mutually exclusive unless otherwise noted. You can search for an event by only one criterion at a time.

   Table 12-1 Form Fields to search Events

   Field	Description
   Created From Date	This filters the Case List with the cases whose creation date is greater than or equal to the date entered.
   Created To Date	This filters the Case List with the cases whose creation date is less than or equal to the date entered.
   Event ID	Entering this value will ignore the other search criteria fields.
   Archived	Displays the archived status of event. If archived, Yes otherwise No.
   Focus Type	Enter the focus type of event. For example, Account
   Focus ID	Enter the focus ID of the event.
   Focus Name	Enter the focus name of the event.
   Tax ID	Enter the Tax ID of the event.
   Event Type	Select the event type from the drop-down list. For example, Anti-Money Laundering, Customer Screening, or Know Your Customer.
   Scenario	Scenarios are displayed in the list based on the event type you select in the Event Type search field. If you don't select any event type then all available scenarios are displayed.
   Event Age	This filters the Case List by the age of the case. The case age is the number of calendar days between case creation and current date.
   Jurisdiction	This filters the Case List by the business jurisdiction associated with the case.
   Business Domain	This filters the Case List by the business domain associated with a case.
   Score	Enter the Event Score.

3. Click Search. If the search criteria entered is correct, the Event Search and List page displays.

   Figure 12-2 Search Events

   
   

   

   
   

   The Event List allows you to view additional information about the selected events. Click Event ID to view more details of the event. You can export the list of Events to Excel or CSV format.

4. From the Event Search, click Event ID in the Event Search and List page for the event that you want to investigate. The Event Details page displays.

   Figure 12-3 Event Details screen

   
   

   

   
   

   • On the Event Details tab, you can view detailed information of the Event. This shows the following details:
     • Details of the event.
     • Matched business data for the event
   • On the Relationships tab, you can see all cases and events which are related to the case being viewed. This could be because they share the same business data or because the event is correlated into a related case. Click the Case ID to view the details of a related case.

     When you click the Case ID, you can view the details of the related case in the Related Case History window. This window includes the Event List, Evidence, Narrative, and Audit History details of case. Click Event ID in the Event List section to view the details of the relevant event. Here, select Include Historical Migrated Alerts if you want to view migrated events along with other events of the ECM system.

   Following additional Event Details are displayed for migrated events:

   • On the Narrative, you can view the narrative details of the event.
   • On the Evidence, you can view and analyze comments and attachments previously added to the events.
   • On the Audit History, complete historic details of the event are displayed.

   Figure 12-4 Events