Add Trigger

To add a new trigger status, follow these steps:

1. Click Open icon to view the Ask Oracle page.
2. Click Admin menu. The Investigation Hub Administration page is displayed.
3. Click Workflow Designer link. The Workflow Designer page is displayed.
4. Click Triggers tab. The Trigger page is displayed.
5. Click Add Trigger. The Add Trigger pane is displayed.
6. Provide the following information and click Create.
   1. Provide a name and description for the trigger.
   2. Select a trigger type based on the following available options:
      • Queue Assignment
      • Include Stored Procedure
      • Case Unassignment
      • In-App Notification
      • Email Notification

      If you select the Queue Assignment option, the Queue Assignment Required check-box is selected by default.

      If you select the Include Stored Procedure, select trigger procedure from the Select Stored Procedure drop-down menu. The following options are available:

      • Update Overridden Score Details
      • Update OnBoarding Overridden Details
      • Update OnBoarding feedback Flag and override details
      • Update Transaction Filtering Feedback

      If you select the Case Unassignment check box, then the case will be unassigned from the user who adds the trigger. If the user selects multiple actions, the order of execution will be Queue assignment(Reassignment), Include Stored procedure, Case Unassigment and Notification

      If you select the In-App Notification option, select a template from the In-App Template drop-down menu and select the Investigation Hub user groups from the Select Group(s) drop-down menu. The following user groups are available for selection:

      • IHUB Analyst User Group
      • IHUB RT CS Analyst User Group
      • IHUB Supervisor User Group
      • IHUB TF Analyst User Group

      Note:

      The In-App Notification is displayed only in Investigation Hub Home and Investigation Hub Real Time Screening Ask oracle page, and we get notification for a case only if notification is configured in the workflow designer screen.

      If you have selected the Email Notification option, select a template from the Email Template drop-down menu. Select the user groups from the Select Group(s) drop-down menu. The following user groups are available for selection:

      • IHUB Analyst User Group
      • IHUB RT CS Analyst User Group
      • IHUB Supervisor User Group
      • IHUB TF Analyst User Group

      Also you can enter the email id of individual recipients using ; as a seperator between multiple email ids.

      Note:

      You get notifications only for the selected user groups for Email and In-App Notification. The user groups are listed when they are mapped to any one of the below roles:

      • IHSUPERVSR
      • IHANALYST
      • IHTFANALYST
      • IHRTCSANALYST
   3. Select the required user to get the notification from the Select Common User(s) Type.
      The available options for selection:

      • Action Takers on Case: All individuals who took action on the case will receive the email and in app notification when the trigger is activated.
      • Created Case: The user who created the case receives the email and in app notification when the trigger is activated.
      • Current Assignee: The current assignee at the time the trigger action is taken will receive the email and in app notification when the trigger is activated.

      Note:

      If all three roles (Action Takers, Case Creator, and Current Assignee) are part of the same user, they will receive only one email.

   Note:

   If a user creates a record in the English language and then changes the language, for example, Portuguese, from the Locale drop-down in the User Preferences screen, then the next time any user logs into the application, they will be able to see the newly created record in the selected language. Also, when this record is accessed in edit mode, any changes that were done in the Name and Description fields will appear in the selected language.