Navigating, Searching, and Filtering Investigations

Navigate to the Investigations Queue, highlighted in yellow below.

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.