Navigate to the Investigations Queue.
Click into each Investigation to view more details. We recommend opening new tabs for each Investigation to easily navigate back to the queue.
Filtering Investigations
Within the queue, the agent can search by Investigation Token, Entity Token, External Entity ID, or Device ID to find specific customers. Additionally, the queue filters can be used to manage and prioritize Investigations more effectively, including:
Created Date
Investigation Type & Status
Tags & Outcome Reasons
Customers to filter by specific fintech accounts (if AFEF client)
Last Updated
Assignee at the Investigation-level, Alert-level, or across either
Creating a Saved Search
Once the queue has been filtered, the agent can make a Saved Search that you can use later without needing to set all the filters again, label it, and (optionally) set it as the default upon loading the Investigations queue.