Filtering business object types

You can filter which types of business objects to display for a specific investigation by using the Filter pane. By default, business object types that currently have entries are selected and their tables are visible.

Procedure

To filter business objects:

  1. From the In-Basket page, click the row of an investigation to show its details. By default, the Filter view is shown on the left side of the page.
  2. Select one or more business object types. For example, select the Account check box to show Account business objects associated with the selected investigation.
  3. To further refine results for a selected business object type, expand the section and provide additional criteria. For example, expand the Individual section and select Female for Gender.