Searching Cases

About Case List View Page

The Case List View page displays list of all cases and if you want to view cases that are assigned to you by clicking the My Cases button. Based on your role privileges, you can select a case by clicking the corresponding Case ID link to view the details, analyze, and resolve it.

Table 3-1 Case List and Search - Columns and Descriptions

Column	Description
Case ID	The unique case identification number. This is a link navigate to the Case Summary Page for further analysis.
Case Title	The title of the case. This will be generated automatically, based on the Case Type. You can also edit the Case Title on the Case Context page.
Case Description	The description of the case.
Priority	The priority which has been assigned to the case. Possible options are High, Medium, and Low.
Case Type	A logical grouping of cases. For example, AML, CS, and KYC. NOTE: The supported case types are AML_SURV, CS, TF_RT, and KYC cases.
Case Status	Status the case is currently in. For example, New, Investigation, Pending Review, and Closed.
Reason	The reason selected for the last resolution action performed.
Case Age	Specify a case's age in the number of days. A case's age is calculated as the number of calendar days between its date of creation and the current date.
Due Date	Date by which action must be taken on the case.
Events Count	The number of events associated with this case.
Assignee	The user to this case is currently assigned to.
Start Date of Activity	Start date of the case events.
End Date of Activity	End date of the case events.
Scenarios	The scenario associated with this case event.
Entity Risk	Displays risk of the primary entity.
Action	Action to be taken on the respective Case ID. The available options are Evidence, Status, Assignee, Case Details, Transactions, and Audit History. Note: The Transactions action displays only for AML_SURV and CS cases and Status action displays for all the case types except TF_RT. For more information on action, see the Using Actions section.

Note:

The columns can be customized using the Actions menu. For more information, see the Using Interactive Reports section.

On the Case List View page, click the Case ID link to view details of the selected case. When you return to the Case List View page after viewing a case, any tabs that you have opened, search criteria you have applied, or pagination settings are retained.

Viewing Cases

You can view the cases assigned to you using the My Cases button. By default, the page is loaded with All Cases.

Using the Search Bar

You can filter, search and customize the reports by using options on the search bar. For more information, see the Using Interactive Reports section.

Using the Column Heading Option

Clicking a column heading in an interactive report displays the Column Heading option. The options are:

Sort Ascending: Sorts the report by the column in ascending order.
Sort Descending: Sorts the report by the column in descending order.
Hide Column: Hides the column.
Control Break: Creates a break group on the column. This pulls the column out of the report as a master record. For more information, see the Creating a Control Break section.
Filter: Enter a case-insensitive search criteria. Entering a value reduces the list of values at the bottom of the menu. You can then select a value from the bottom. The selected value will be created as a filter using either the equal sign (=) or contains depending on the List of Values Column Filter Type.