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User Knowledge Base

Configure Filters on Cases

You can filter the list of cases to quickly see only the cases of selected properties. You can select multiple filters and multiple values for each filter field.

To configure filters on Cases:
  1. In Findings > Cases, click Filters.

  2. Click Select Filter and in the list, click a filter option.

    Case filters
  3. Click Select Value and in the list, select or enter one or more values.

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  4. Optional: To add more filters, click Add Filter.

    Filters_AddFilter

To remove a filter, click the X next to that filter.

remove filters
Table 10. Filter Fields

Filter Field

Filters findings for:

Values

Finding Summary

Content in summary information

Enter three or more characters of summary data to select matched companies.

Company Name

Selected companies that have these findings

Enter three or more characters of a company name to select matched companies.

Company ID

Selected unique Entity ID

Enter three or more characters of an ID to selected matched companies with IDs.

Note

  • This filter is available only if you requested this service.

  • The name of the filter that you see may be different from ID, if you requested that the ROC configure it with a custom name.

Attribute

Companies that have the selected attributes

Enter three or more characters of an attribute to select matched companies with attributes.

Portfolio

Companies in the selected portfolios

Enter three or more characters of a portfolio name to select matched companies.

Case Status

Selected status

  • Open

  • Closed

Escalation Status

Selected escalation status

  • (None) – The finding is not escalated, is for an unmonitored company, or is better than your Risk Threshold.

  • In Review – The ROC reviews the finding before escalation.

  • Escalated to Client – The ROC escalated the finding to you.

  • Waiting for Third Party Response – The ROC expects a response from the company to support further investigation and remediation actions.

  • Overdue – The ROC did not get a response in the configured time.

  • In Dispute – The third party responds to an escalation with “No Plans to Resolve”, which they may do for a bad footprint, a finding that cannot be reproduced, a false-positive finding, or a finding that is not a priority for them.

  • Pending – The escalation response is “Will Resolve” or “Have Already Resolved”, and the escalation requires further action. If the third party responded with “Have Already Resolved”, the escalation is Pending until the ROC validates the remediation.

  • Risk Accepted – The escalation response is that remediation actions are scheduled.

  • Escalation Resolved – The finding is resolved but Open until the platform refreshes.

Finding Escalated Timeframe

See the cases escalated in the selected month or quarter

To filter by timeframe:
  1. Click Select Value and then click By Month or By Quarter.

  2. Select the year, month, and (if applicable) quarter.

  3. Click Apply.

Finding Resolved Timeframe

See the cases resolved in the selected month or quarter