5.3.2 Viewing Entity and Related Entities Details

This section describes the number of entities and related entities associated with the selected case.

You can add/remove entities in this section using the Add Entity and Remove Entity buttons.

To add a new entity, follow these steps:

1. Click Add Entity. The Add Entity pane is displayed.
2. Select the entity that you want to add to this case using the corresponding check box.

   • You can also search for the entity name in the Search box and select the check box with the applied filter.

3. Click Add Entity. The selected entity is added successfully to the case.

To remove the entity, follow these steps:

4. Click Remove Entity. The Remove Entity pane is displayed.
5. Select the entity that you want to remove from this case using the corresponding check box.
6. Click Remove Entity. The selected entity is removed successfully from the dossier only but not from the case.

   Note:

   • These steps are required only if you are removing the entity.
   • You cannot remove the Primary Entity.
7. After viewing the entity details, click Continue to navigate to the Accounts page.