Creating a business object

Users who are assigned to Supervisor, Investigator, or Triage Analyst roles can create user-defined business objects for an investigation. For example, during the process of an investigation, you might encounter a person who is associated with the investigation, but who was not mentioned in the original sourced data. In this case, you might create an Individual business object and pin it to the investigation.

To create a business object for a specific investigation:

1. From the In-Baskets page, click the row of an investigation.
   Note: By default, the Card view is displayed with all associated business objects displayed in the card containers.
2. From the Card view, locate the card that identifies the business object type where you want to create a business object. For example, if you want to create a business object for Accounts, find the Accounts card.
3. On the upper right edge of the card, select More Actions and then click Create Business Object.
   Attention: You cannot create a business object that is configured as non-creatable in the business object definition (for example, a Group business object type).
4. In the General Information section, complete required properties, marked with an asterisk (*). Scroll, if necessary, to add other details that are associated with the business object. For example, you might want to add an entry for an assessed value and type.
   Notes:

   • Click the Create Entry in the upper right of a section to add an array entry.

     You can also click this icon to add a reference to another business object (Account, Event, Individual, Party, Physical Object, or Transaction). You can also add a Product reference for an Account business object. Note that you can only have one object reference.

   • To remove an entry and delete the contents of a property, click Remove Entry.
5. Click OK to save your content and create the business object. The user interface prompts you to complete any required fields.

Results

A confirmation message is displayed stating that business object ID x was created successfully. The message also prompts to pin this new business object to the current investigation. If you click Yes to pin to the current investigation, the business object is added to the card with a User pinned this item icon. You can also choose not to pin the new business object to the current investigation. For example, you might create a copy of a business object with plans to search for its ID and assign it to another investigation.