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 Investigative Case Management

 

Technical Data

Technical Name of Business Function

CRM_IPS_ICM_1

Type of Business Function

Enterprise Business Function

Available As Of

SAP Enhancement Package 1 for SAP CRM 7.0

Technical Usage

CRM Core

Application Component

Investigative Case Management (CRM-IPS-ICM)

Directly Dependent Business Function Requiring Activation in Addition

Infrastructure (CRM_INF_1)

You can use this business function to increase the efficiency of the investigative case management (ICM) processes.

Prerequisites

You have installed the following components as of the version mentioned:

Type of Component

Component

Is Needed Only for the Following Features

Software Component

BBPCRM701

Not relevant

Software Component

SAP NetWeaver — Search and Classification (TREX)

Not relevant

Features

E-Mail Integration

The integration of e-mail enables you to do the following:

  • Send and receive e-mails

  • Create and maintain relationships to e-mails

  • Search for e-mails

  • Integrate groupware products

Activity Integration in Calendar

The integration of activities in the calendar enables you to do the following:

  • Create and assign investigative activities in the calendar

    When you create an activity you are automatically assigned as the employee responsible and added to the Attendees and Staff and Units assignment blocks. Any additional attendee entries you make are also added to the Staff and Units assignment block. Activities appear as colored blocks in the calendars of all of the attendees.

  • Navigate from the calendar to an activity's overview page

  • Synchronize activities with groupware calendars

Relationships

You can now create relationships in the Other Parties Involved assignment block between employees, organization units, external persons, or external organizations and cases, leads, incidents, or activities.

Note Note

The only exception is the suspect relationship that is not supported between these entities.

End of the note.
Merging Person Records

You can now do the following when you compare and merge persons and organizations:

  • Merge additional attributes on the Cleansing Case overview page

  • Transfer a person's reference data to an alias

    You can choose to have a person's reference data added to the Other Names assignment block as an alias type that is configured in Customizing.

  • Automatically merge notes from the source person or organization.

    Note Note

    If the source person has several notes they are concatenated into a single note.

    End of the note.

  • Navigate to a Note overview page from a cleansing case

  • Select a main address to use for the cleansing case

  • Merge contents of the following source person or organization assignment blocks:

    • Other Names

    • Description of Person

    • Profiles

    • Identification of Credentials

    • Bank Account

    • Payment Card

    You can choose to merge some or all of the rows contained in these assignment blocks.

  • Merge relationships from the source person or organization

    You can merge some or all of the source relationships. If you select a relationship, it is changed to apply to the master person or organization.

Additional Person Advanced Search Parameters

You can use the attributes of the following in the advanced search parameters for persons:

  • Other name

    For example, some of the other name attributes available are name, first name, and date of birth.

  • Person description

    For example, some of the person description attributes available are age, height, and weight.

  • Person profile

    For example, the person profile attributes available are classification value, observation date, and status.

Additional Person Attributes

The following additional person attributes are now available:

  • Ethnicity

  • Religion

  • Religious Denomination

  • Unknown

    You can select this checkbox if a person's first name, last name, and date of birth are not known.

All of these attributes can be used in advanced search queries.

Enterprise Search

You can enable the following business objects in ICM to be searched for using SAP NetWeaver Enterprise Search:

  • Persons

  • Organizations

  • External Persons

  • External Organizations

  • Employees

  • Locations

  • Objects

  • Leads

  • Cases

  • Activities

  • Incidents

Note Note

In addition to the business function CRM_IPS_ICM_1 you also need to activate the business function Infrastructure (CRM_INF_1) to use SAP NetWeaver Enterprise Search for Investigative Case Management. To be able to search for external persons and organizations, the new business partner role ICMEXT is also required. This business partner role distinguishes between persons and external persons, and also between organizations and external organizations.

End of the note.
Collaborative Functions for Investigative Record

Investigation records now provide the following advanced functions for records and case management:

  • Display of investigation record without model nodes: The investigation record consists of folders and documents only

  • Creation of folders using folder templates

  • Creation of documents using templates

  • Deletion of documents

  • Cut, Copy, or Paste of documents within the investigation record

  • Display and edit of document attributes

    For example, language, status, file name and file size, document number, and last changed by/on.

  • Check in and out of document

  • Versioning of documents

  • Visibility and editing of documents based on document status and user authorization

  • Document log containing all changes made to a document

  • Filing of e-mails or attachments to the investigative record

  • Enhanced search help for choosing the target folder when filing

  • Guided printing with third party document converter