6.7.4 Configuring Multiple Reports in a Single Instance

This option allows you to configure multiple report types on a single instance of ECM. For example, you can configure CA STR and US SAR together in one instance of ECM.

This configuration allows you to select one or more report types (SAR or STR) to provide a resolution to the selected case. For example, in the ECM application, you can select US SAR or CA STR to provide a resolution to a selected case.

To configure multiple report types in a single instance, follow these steps:

1. Log in to the OFSECM application as an Administrator.
2. Navigate to Financial Services Case Management.
3. Select Common Tasks. Click Process Modelling Framework. Select Process Modeller. The Process Modeller page is displayed.
4. Select Case Management - AML. The Case Management - AML page is displayed.

   Figure 6-1 Case Management - AML

   
   
   
5. To add another Report (template - US SAR or CS STR), double-click on Investigate, an Investigate Case window is displayed.
6. Click Transition. The existing jobs are displayed. You can select one of them or add a new transition.
7. To add a new transition, click the Add icon. The Add New Transition Node Job window is displayed (provides the job number from which you are adding the transition).
8. Click Connect To. Select the Case Closed SAR Filed job from the drop-down list and the Transition List - Job_1495627329012_Job_1495627329012.
9. Click Save. A confirmation message is displayed. The newly added Report type (SAR or STR) is displayed in the OFS ECM Application Take Action window to take action on the selected case for resolution.