4.1.4 Viewing the Transaction List

This section describes list of all transaction details associated with the case.

Note:

  • This section is applicable only for the AML_SURV case type.
  • You cannot add/remove transactions when status of the case is closed.
  • You can view the alerted transaction list which is tagged as Alerted in the Is Alerted column.
  • To use the search bar options, see the Using Interactive Reports section.

Click Transaction List tab to view lists of all transaction.

To add transaction, follow these steps:

  1. Click Add Transactions. The Add Transactions pane is displayed.
  2. Select the required check box(es) and click Add Transactions. The selected transaction(s) is added successfully to the case.
    If you want to remove transactions, select the required check box(es) and click Remove Transactions. The selected transaction(s) is removed successfully from the case.