4.3.2.1.2 Recommending to Block the Case

This section describes how to recommend cases to block when it is suspicious data.

To recommend case to block, follow these steps:
  1. If the configuration in the administration page is selected as Case-level disposition only, then:
    1. Review the events.
    2. Select Recommend to Block from the Case Decision pane.
    3. Based on the decision, select a reason from the Select Reason drop-down menu.
    4. Select a due date for this case from the Set Due Date.
    5. 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.
    6. (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.

    7. (Optional) Click Drag and Drop. Select the required file and click Open to upload the supportive documents.
    8. Click Submit. The submission happens, the case status will be changed to Block Recommended, and the user will be navigated to the Case List page.

      Note:

      If you click Submit and Next, the case status will be Block Recommended, and the user will be navigated to the next case details for action for the logged in user.
  2. If the configuration in the administration page is selected as Event-level disposition required before case decision, then:

    Note:

    At least one event should be in Suspicious status for recommending to block the case.
    1. On the Case Summary Page, click Recommend Block. The Recommend Case to Block pane is displayed.
    2. Select Reason from the drop-down list.
    3. Update the Due Date by entering a date into the text box or by selecting a date from the calendar.

      Note:

      This field is optional.
    4. From the Select Assignee drop-down list, select Supervisor user that you want to assign the case.
    5. Enter the Comments to explain your analysis.
    6. Click Drag and Drop. Select the required file and click Open to upload the supportive documents.

      Note:

      This field is optional.
    7. Click Submit. The submission happens, the case status will be changed to Block Recommended, and the user will navigate to the Case List page.

      Note:

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