Summary
This article will guide you on how to download a case report for your internal records. This report includes an overview of the case details such as case name, reference, requester, AML profile details, individual/entity information etc.
Note: This report does not contain the underlying documentation collected. If you want to download case documents, see: How to download case documents.
Step-by-step
Step 1: Get Started
Login to the First AML Platform, then navigate to the relevant case you want to download the report for.
Step 2: Three-dot icon
Once you have located the case, click the three dots in the top right-hand corner. Once clicked, select 'Print case'.
Step 3: Save and download
A new window will open showing the case report. Ensure you: set destination as "Save as PDF", select "Save", and name the document and select "Save" again.
The case report should now be downloaded and saved as a PDF to your device.