Case Management
Efficiently manage alert reviews. Collaborate across teams and maintain a full audit trail.
Articles
- Video: Case Workflows
- Closing a case
- Assigning multiple cases at the same time
- Reordering stages in a case workflow
- Agentic AI Auto-remediation
- Reopening a closed case
- Searching for a case
- Assigning a case
- Video: Assigning cases
- Transitioning a case across stages in a workflow
- Viewing the audit trail for a case
- Grouping alerts into existing open cases
- Using alerts in screening cases
- Viewing a case workflow
- Case subjects: Customer and Counterparty cases
- Sorting the case list
- Adding stages to a case workflow
- Renaming stages in a case workflow
- Closing multiple cases at the same time
- Adding notes to a case
- Video: Managing, searching, and sorting cases