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.
   1. If you want to reset the previous narrative, then click Use Template.
   2. You can now select the required template from the Template drop-down menu.

      To get the AI Investigator based narrative details from the current state of the case, select the Intelligent Investigator Insight template.

      Note:

      The Intelligent Investigator Insight template is available only when AI Investigator is enabled.
3. Click Save Case Narrative. The case is updated with the new narrative.