1. Using Investigation Hub
  2. Acting on Cases
  3. Using Actions
  4. Updating the Narrative

5.1.4 Updating the Narrative

Use the Narrative option to capture any narrative surrounding the analysis of a case that has helped you decide how to dispose the case.

Note:

  • You should be assignee for the case to take action.
  • You cannot take action when status of the case is closed.
  • The Narrative Action is not applicable for KYC and TF case types.
  • If you want to apply the current narrative as a template for the case then use Apply Template.

The narrative exists as a single data element on a case, which allows you to add and maintain that narrative.

To update the narrative, follow these steps:

  1. Click Actions menu and select Narrative. The Case Narrative pane is displayed.
  2. Enter your analysis in the Message Text and format as required.
    • If you want to reset the previous narrative, then click Reset Case Narrative.
  3. Click Save Case Narrative. The case is updated with the new narrative.