Completing an alert
Alerts can be completed either by using the Action\Result button from the Risk & Relationship Management event detail page or the NEW ACTION\RESULT button from the customer detail page.
Several buttons are available in the event detail page and allow the following actions:
- Fraud dispositions: Allows you to tag the current transaction or non-monetary event either as a fraud or as genuine at the event level.
- Launch Actions: Allows you to launch pre-defined workflows at the event level for whitelisting, graylisting, and blacklisting IP addresses, devices, etc.
- Action Result: Enables you to add an action to be taken, a required result, and a memo for the relevant customer. This step is available at any level. You can also place the record on hold for a specific duration.
You can only edit the Action Result fields in the event detail page if you are actually managing an alert record! However, it is always possible to add a memo, regardless of the status.
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In the alert record, click Action Result.
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Select an action code from the corresponding list to add an action to be taken.
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Select the required result from the corresponding list.
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(OPTIONAL) Enter an explicit work date.
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Select the Complete on Work Date expiry and Critical check boxes, if required.
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Enter a text in the Memo box.
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Click Save to finish the wizard.
If you are on the customer details page, the New Action \ Result button enables you to add an action to be taken, a required result, and a memo for the relevant customer. You can also place the record on hold for a specific duration.