You can view the cases on the My cases and the Overview pages.

• All cases — all cases that are currently active in the system.
• My cases — all active cases that are currently assigned to you.

A case can have one of three statuses, helping you quickly identify which items require immediate attention:

• Open: The case has been created and is waiting for an officer to review it.
• Awaiting User: The team has requested additional information or action from the applicant.
• Resolved: The investigation is complete, and the applicant has been either approved or rejected.

If your account uses custom case stages, the case list shows an expanded set of status tabs. To learn more, refer to this article.

Majestic Overview

The Majestic Overview dashboard provides a bird’s-eye view of your and your team’s current workload. The displayed data differs depending on your role.

Officers see the following data:

• The number of cases to resolve.
• The number of cases awaiting a user.
• Resolved cases.
• Open cases per blueprint (assigned to user and all cases)
• Cases where an FIU report has been generated.

Managers see the following data:

• The number of cases assigned to you and the number of cases awaiting your decision (escalated to you).
• The number of cases at risk of an SLA breach, the remaining time before breach, and unassigned cases within this high-risk category.
• Cases where an FIU report has been generated.
• The number of compliance officers online and offline.
• The ratio of the open cases by blueprint.
• The officers who resolved most cases for the specified period.
• The information about open and resolved cases per team member, including the cases that are overdue or due today, their priority, and false positives %.

Assign cases manually

Typically, cases are assigned to compliance officers automatically based on your configured blueprint. However, you can manually assign an officer to a specific case or bulk-assign multiple cases awaiting review.

To assign a case:

1. Navigate to the Cases page.
2. Filter the cases by a specific parameter (optional).
   
   When custom case stages are enabled for your account, the filter bar includes a multi-select Stage filter. Its options are grouped by parent case status, and each stage shows its configured description as a caption. Selecting one or more stages narrows the list to cases currently in those stages. When this filter is available, the separate Status and Resolution filters are hidden, since the status tabs and the Stage filter cover the same selection.
3. Select the cases you want to assign by checking the boxes next to them. To select all cases on the page, check the box at the top of the list.
4. Select the assignee from the drop-down menu.

Send notifications on case changes

You can enable email notifications about key case events for your team members. For example, when the case assignee changes, you can automatically inform both the new assignee and the previous assignee.

The following case notifications are available:

To enable email notifications:

1. Navigate to your Profile settings.
2. Open the Notifications tab and select the notifications you want to send. These notifications will only be sent to team members with Case Management access.