Configure entity types in the Investigative Case Management Entity Management workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure the entity type tabs that are displayed in the Entity Management workspace. After you create or modify an entity type, investigators and supervisors can select and add the required entity type through the case form.

    About this task

    By default, Investigative Case Management contains the following entity types:
    • Persons
    • Locations
    • Events
    • Vehicles
    • Properties
    • Firearms
    • Organizations

    As an admin, you can add and configure entity types that are displayed in the Entity Management workspace of an investigative case, to create additional labels that more closely align with the types of entities your team regularly handles for investigative cases.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Now Experience Framework > UI Builder.
      UI Builder will open in a separate tab.
    2. In UI Builder, select Page collections.
    3. Select and open the Investigative Record Page Collection.
      Make sure the list is configured to display the Pages and Variants name column.
    4. If prompted, select Edit in original scope.
    5. Select the name of the entity you wish to configure.
      To add a new one, select the add () icon.
    6. In the content panel, select Body > Generic List – ICM.
    7. In the Configure panel for the Generic List – ICM, select the dropdown for Card Configuration Section.
    8. Select Entity Page Header, and enter the desired name for the Entity page.
    9. If necessary, update the core table that this entity record maps to by selecting [Entity Type] Core Table, and entering the desired table in the field.
    10. Select Save.

    Result

    A new entity type table has now been created and is displayed in the Entity Management case workspace alongside existing types. You can add new entities under this table configuration, and link them to existing entities of other categories.

    What to do next

    Add an entity to the case using this configuration. For more information on adding an entity to a case, see Add entities to an investigative case using Investigative Case Management Entity Management.