Distribute workload
Track team caseload and spot bottlenecks before they escalate.
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.
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:
- Navigate to the Cases page.
- Filter the cases by a specific parameter (optional).
- 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.
- Select the assignee from the drop-down menu.