2 Access the Investigation Toolkit Notebook

Users can select cases from the case list page and then access Investigation Toolkit for the case in ECM.

To access the Investigation Toolkit tab from ECM, follow these steps:

1. Log in to the OFS ECM application.
2. Search for a case.
3. Click the desired Case ID.
4. Go to the Investigation Toolkit tab.
   The Notebook with Case ID will open, and the user can start the investigation.

   Note:

   • Based on the user role mapping, the notebook will be opened.
   • The Investigation Toolkit tab is enabled for the AML Case Type.