6.1 Integrating Investigation Toolkit with ECM

Prerequisites

Investigation Toolkit is integrated with ECM to enable Case Investigators to access additional rich information about a case such as a case summary, a detailed narrative about case entities, graph view of a case, and so on, which is otherwise not available in ECM.

For more information on the ECM patch, see the Prerequisites section in the OFS Investigation Toolkit Installation Guide.

Enable Investigation Toolkit Tab in ECM Case Designer

Note:

If ECM 8.0.7.* version is used; the Investigation Toolkit tab configuration in the ECM Case Designer has to be done manually. To configure manually, see Adding Optional Entities to the Case Type section in the OFS ECM Administration And Configuration Guide.

For ECM 8.0.8.* and above versions, the pre-configured ECM patch enables the Investigation Toolkit tab for AMLSURV case types. An admin user can add the tab for other case types by using the Case Designer component in the ECM. For more information, see Adding Optional Entities to the Case Type section in the OFS ECM Administration And Configuration Guide.

Note:

Pre-configured Investigation Toolkit Notebook Template may not be applicable to all case types.