3.2 Process Workflow Based on ECM Case Narrative Notebook

As soon as a case is investigated, the case ID is populated, and the following paragraphs are triggered for auto-execution.

To investigate ECM Case Narrative notebook, follow these steps:

Note:

For more information about each paragraph in the Case Narrative notebook, see the ECM Case Narrative Notebook section.
  1. Execute the Case Details paragraph. It will automatically execute the Entity Summary Risk Report paragraph.
  2. Entity Summary Risk Report paragraph will show the summary of focal entities related to the case. To get a summary of additional entities, enter comma-separated entity ID and re-execute the paragraph.