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Investigative Case Management

Updated on October 22, 2021

The Investigative Case Management application is meant for a different set of users, such as Investigators, ICMAgents, and so on. Use the application to manage the entire life cycle of an investigation.

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The following list details some of the features of Investigative Case Management:

  • Create investigations either standalone or from an event.
  • Capture details for a case by using components such as interview, evidence, subject, and activity plans.
  • Set the authorization of a user and how they search for, and view cases.
  • Create case reports with features such as custom audits, visualizations, timeline control, and case closure.

Investigation case

An Investigative Case Management user can create a standalone investigation case.

To use the Investigation case in the implementation layer, save as the D_Investigation data page in the implementation layer and update the lookup with the implementation class name in the source.

Adding a field to the existing investigation details form

When conducting an investigation, you must capture a certain number of details about the case.

Assume that you need to capture one more field when adding an investigation to the system. To add a field, complete the following steps:
  1. Create the new property in the PegaPS-Data-Investigation class in the implementation layer.
  2. Add the newly created property to the CaptureInvestigationInformation (PegaPS-Data-ICM-Investigation) section. Save as the section in the implementation layer.
  3. Add a new property to an external organization:
    1. Create the new property in PegaPS-Data-Entity-Business, if the property does not exist.
    2. By adding a column in the table, add the newly created property in the OrganizationList (PegaPS-Data-ICM-Investigation) section.
    3. Update the BusinessListWithAddress report definition with the new property created above.

Viewing an investigation

As an Investigative Case Management user, view an investigation and the associated data collected during the investigation.

The case view shows the relevant information about the investigation in different tabs.

Investigation-specific data is displayed on the Details tab as an overview.

  1. Add the property to display in the Details (PegaPS-Data-ICM-Investigation) section.
    For information about adding a property, see Adding a field to the existing investigation details form.

Adding a search field

Search investigations in the system by using basic information such as investigation name, investigation ID, status, and reported activity.

To add a search field, complete the following steps.
  1. Open the D_SearchInvestigationResults data page and the InvestigationResults (PegaPS-Work-ICM-Investigation-Initiate) report definition. Add a parameter under the Parameters tab to both the rules.
  2. On the Query tab of the InvestigationResults (PegaPS-Work-ICM-Investigation-Initiate) report definition, add the filter condition for the respective column.
  3. Open the SearchInvestigationTable (PegaPS-Data-Portal) section. Open the table properties and pass the search text to the newly added parameter of the data page.
  4. To show the new field in the results, add the new column to the table in the section with the property.

Adding a field in the search results

You can search the investigations in the system by using basic information such as date range, investigation ID, category, and so on.

To add a field in the search results, complete the following steps.
  1. On the Query tab of the InvestigationList (PegaPS-Work-ICM-Investigation-Initiate) report definition, add the column to display in results.
  2. Open the SearchResults (PegaPS-Data-ICM-Investigation) section. Add a column to the table and set it to the property to retrieve from the report definition.

Setting up an email listener for investigation acceptance in an implementation layer

To configure an email listener in an implementation layer for the acceptance of investigation through email, complete the following steps.

  1. Create an email account.
    1. Click RecordsIntegration-Resources, and then click Email Account.
    2. Save as the PegaPS-Work-ICM-Investigation-Initiate email account to the implementation class of the investigation, for example, PegaPS-ICMImpl-Work-ICM-Investigation-Initiate.
    3. Update the email address as necessary in the sender section and the receiver section.
  2. Save as the ICMInvestigationListener operator and change the access group to the administrator access group of the implementation application.
  3. Configure an email listener.
    1. Click RecordsIntegration-Resources, and then click Email Listener.
    2. Save as the InvestigationAcceptEmailListener listener, for example, InvestigationAcceptEmailImpl.
    3. In the email account section of the listener, update it to the email account that was created in step 1, for example, PegaPS-ICMImpl-Work-ICM-Investigation-Initiate.
    4. Save as the service package (InvestigationEmailDefault) and change the access group to the administrator access group of the implementation application.
    5. Update the service package in the Listener properties section of the email listener.
    6. Update the service class to the Request access class of the implementation application, for example, PegaPS-ICMImpl-Work-ICM-Investigation-Initiate.

Subject case

An investigator can add a new subject (which can be an entity, such as a person, business, vehicle, or facility) by creating a subject directly from the investigation or by creating a standalone subject and later associating it with an investigation.

To use the Subject case in the implementation layer, save as the D_Subject data page in the implementation layer and update the lookup with the implementation class name in the source.

Adding a field to the existing subject details form

To capture more details when adding a subject to the system, complete the following steps.

  1. Add a new subject type.
    1. Add the new entity type as a record in the option map and set the Field name/Group value as EntityType.
    2. Save as the SetICMEntityClass data transform in the implementation layer.
    3. Create a when rule, for example, IsPerson, and add another step for the new entity.
    4. Update the .ICMEntity page to update the class with the new entity class name.
    5. Save as the ICMEntityDetails (PegaPS-Data-ICM-Entity) section to the entity class and update it with the properties that need to be captured when creating the subject.
    6. Open the NewSubject (PegaPS-Data-Entity) section and click the Save as button.
    7. Save to the entity class and update it with the properties that you need to be capture when creating a new subject.
    8. Update the Identification (PegaPS-Work-ICM-Subject-Initiate) section by adding the SearchKnownSubject section with the new entity page context.
    9. Open the SearchEntityCriteria and SelectKnownSubject (PegaPS-Data-Entity) sections and click the Save as button.
    10. For implementing the select existing feature, save the sections to the entity class.

View a subject

An Investigative Case Management user can view a list of subjects in the investigation case under Subjects.

An Investigative Case Management user can view a list of subjects in the investigation case under Subjects.

  • To open the subject view page, click the Name link.
  • To view the newly created entity details, create the SubjectDetailsRO view in the newly created entity class.

For more details, refer to EntityDetails (PegaPS-Work-ICM-Subject-Initiate) class.

Adding a search field for a subject

You can search for a subject in the system by using basic information such as Subject ID, Type, Role, and so on.

To add a search field, complete the following steps.
  1. Open the D_SearchSubjectResults data page and the SearchSubjectResults (PegaPS-Work-ICM-Subject-Initiate) report definition. Add a parameter under the Parameters tab to both the rules.
  2. On the Query tab of the SearchSubjectResults (PegaPS-Work-ICM-Subject-Initiate) report definition, add the filter condition for the respective column.
  3. Open the SearchSubjectTable (PegaPS-Data-Portal) section. Open the table properties and pass the search text to the newly added parameter of the data page. If the new parameter does not display, reenter the data page name.
  4. Add the new column to the table in the section with the property to show the new filed in the results.

Adding a field in the search results for a subject

To add a field in the search results for a subject, complete the following steps.

  1. On the Query tab of the SearchSubjectList (PegaPS-Work-ICM-Subject-Initiate) report definition, add the column to display in results.
  2. Open the SearchResults (PegaPS-Data-ICM-Entity) section. Add a column to the table and set it to the property to retrieve from the report definition.

Tags

Pega Government Platform 8.7

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