4.3.1.1.3 Configuration for Case-level Disposition

To close a case based on case-level disposition:

  1. Select the Case-level disposition only option in Set Transaction Filtering Case Closure Configuration in Administration section.
  2. On the home page, on the left pane, select the Event.
    New events are highlighted with a blue circle. Click each event to view the details. After the event is reviewed the blue circle is cleared.
  3. (Optional) Select the events you want to download and click the download icon.
  4. (Optional) To add an exemption to the event:
    1. Click Add Exemption icon against an event. The Add Exemptions page is displayed.
    2. Provide an expiry date and comments.
    3. Click Save and mark as Clean.
  5. In Case Decision pane, provide the following inputs for the case:
    1. Select a state for the case:

      Note:

      Based on the logged in user, you can see some of these options for disposing the case:
      • Release
      • Recommend to Release
      • Block
      • Recommend to Block
      • Escalate
      • Reject
    2. Based on the decision, select a reason from the Select Reason drop-down menu.
    3. Select a due date for this case from the Set Due Date.
    4. Select an assignee from the Select Assignee drop-down menu if you have selected your decision as Recommend to Release , Recommend To Block, Escalate or Reject.
    5. (Optional) Provide your comments.
      You can provide your comments for the decision in the Comments field.

      Also, you can provide your comment as a running comment by clicking on the tick mark next to the Comments field. After saving the comment, the comment is displayed below in the comment history section (this section contains all the comments provided for that case).

      You can delete the comments from history by clicking the delete icon next to the comment.

    6. (Optional) Click Drag and Drop. Select the required file and click Open to upload the supportive documents.
  6. Click Submit.

    Note:

    If you click Submit and Next, user will be navigated to the next case details for action for the logged in user.