Entity Management

Australia Public Sector
Release
australia
ft:locale
en-US
ft:publication_title
Australia Public Sector
ft:clusterId
gvin
bundleId
gvin
workflow
Customer and Industry
  • Public Sector Digital Services (PSDS)
  • Explore
  • Data management
  • Playbooks and Solutions
  • Investigative Case Management
  • Grants Management
  • Rolling grant approvals
  • Playbooks
  • Social Benefits Playbook
  • License and Permit Playbook
  • Information Request Playbook
  • Service Request Playbook
  • Portals
  • Government Service Portal
  • Reviewer Service Portal
  • Grants Management Portal
  • Case management
  • Service Bridge
  • Policy as Code Engine (PaCE)
  • Analytics and insights
  • Configure
  • Set up your environment
  • Getting Started with Public Sector
  • Activate Public Sector Core
  • Install Public Sector Core
  • Plugins activated with Public Sector Core
  • Public Sector properties
  • Configure foundation data
  • Customer data
  • Configure households
  • Create or update a household
  • Add constituents to a household
  • Create a relationship between household members
  • Create and manage cases for a constituent or household
  • User management
  • Configure user roles and groups
  • Assign roles to Public Sector users
  • Configure related parties for Items Received
  • Product data
  • Optional configuration steps
  • Set a default view for Items Received
  • Configure agent workspaces
  • Case Management
  • Public Sector case types
  • Service Exchange
  • Install Service Exchange
  • Configure Service Exchange
  • Configuring Service Exchange for Providers
  • Create remote service catalog items
  • Create remote task definitions
  • Configure Service Exchange for Consumers
  • Activate remote catalog item entitlements
  • Set up a Service Exchange connection
  • Service definitions
  • Associate an agency location to a Public Service definition
  • CSM Configurable Workspace
  • Configure the List Menu
  • Configure the landing page
  • Activate Customer Central
  • Relabel CSM Workspace items after upgrade
  • Relabel BLSP items
  • Case Routing and Assignment
  • Configure Advanced Work Assignment (AWA)
  • Playbooks and Solutions
  • Grants Management
  • Install Grants Management
  • Foundation
  • Configure Restricted Caller Access (RCA) for Document Templates
  • Assign personas, roles, responsibilities, and groups
  • Personas
  • Configure read/write access roles
  • Toggle character count display for form fields
  • Configure a retention policy
  • Configure single-currency mode
  • Configure export application functionality
  • Configure PaCE Eligibility Framework Engine
  • Define eligibility pre-screener questions
  • Configure Eligibility Rules Engine Policies
  • Create a case API Variable
  • Create a case data collector
  • Create an eligibility policy
  • Map an eligibility policy to a grant model
  • Configure PaCE RCA Privileges
  • Configure Smart Assessment templates
  • Configure the Reviewer Service Portal
  • Configure a custom program record header
  • Set up a grant program
  • Create a results letter template
  • Configure RCA Access for results letter
  • Configure the Merit Review Scoring Framework and Rubric
  • Create custom merit scoring framework
  • Configure a scoring rubric
  • Configure the Spending Overview widget
  • Investigative Case Management
  • Install
  • Foundation
  • Assign personas, roles, responsibilities, and groups
  • Personas
  • Configure responsibility definitions
  • Case Workspace
  • Create a case team
  • Email notifications
  • Entity Management
  • Configure entity types
  • Configure information completeness rules for entity types in Investigative Case Management
  • Configure relationship types for an entity record
  • Evidence Management
  • Modify case classification codes
  • Configure relationship types for an evidence record
  • Configure terms and conditions for sign and submit in Investigative Case Management
  • Social Benefits Playbook
  • Install Social Benefits Playbook
  • Configure Eligibility Rules Engine
  • Configure Preliminary Verification Checklist UI
  • Define Eligibility Questions
  • Configure Eligibility Rules Engine Policies
  • Configure auto-cancellation for draft cases
  • License and Permit Playbook
  • Install License and Permit Playbook
  • Configure Virtual Agent
  • Extend the License and Permit Base Case
  • Configure service definition catalog items
  • Configure eligibility framework
  • Configure decision tables
  • Create a pre-eligibility decision table
  • Create a pricing configuration decision table
  • Add pricing endorsements to the decision table
  • Add a price adjustment
  • Associate a decision table with a License & Permit case type
  • Create Document Templates
  • Define a Product Model
  • Configuring playbooks-on-portal for a custom case type
  • Information Request Playbook
  • Install Information Request Playbook
  • Configure RCA privilege settings
  • Configure Manage documents activity UI
  • Configure Similar Request Documents UI
  • Service Request Playbook
  • Install Service Request Playbook
  • Configure a playbook service definition
  • Configure a custom playbook
  • Configure the Similar Records Activity UI
  • Agent tools
  • Mobile Agent
  • Enable communication channels
  • Virtual Agent
  • Engagement Messenger
  • Implement intelligence
  • Configure AI Agents
  • Set up self-service
  • Government Service Portal
  • Portal Service Catalog
  • GOV.UK Developer Toolkit
  • Install GOV.UK Developer Toolkit
  • Configure UK GDS Service Portal
  • Configure theme
  • Configure portal record
  • Configure pages
  • Add a page to the GOV.UK Design System Service Portal
  • Registration and Log-in Pages
  • Homepage
  • User Profile page
  • Services page
  • Case List page
  • Case details (standard ticket) page
  • Configure the GOV.UK Design System Service Portal Knowledge Pages
  • FAQ page
  • Error pages
  • Configure widgets
  • Configure Portal Widgets
  • Add widgets to portal pages
  • Configure Widget Instances
  • Configure catalog items
  • Configure knowledge base
  • Configure search
  • Configure the Grants Management Portal
  • Approve contact registration
  • Extend capabilities
  • Performance Analytics and Reporting
  • Domain Separation
  • Integrate
  • Field Service Management
  • Use
  • Playbooks
  • Using Social Benefits Playbook
  • Using the Eligibility Rules Engine
  • Understanding PaCE
  • Resolving a social benefits case
  • Add a beneficiary
  • Using License and Permit Playbook
  • Resolving a license and permit case
  • Track license and permit requests
  • Create a request
  • Using the contextual side panel
  • Use response templates
  • Using the activity stream
  • Viewing the dynamic related records
  • Viewing the ribbon information
  • Add Multiple Parties to a record
  • Create a business contact account
  • Manage contacts or related parties
  • Using Information Request Playbook
  • Create an information request record
  • Using the contextual side panel
  • Use response templates
  • Using the activity stream
  • Viewing the dynamic related records
  • Viewing the ribbon information
  • Track information requests
  • Resolving an information request case
  • Redact sensitive data from documents
  • Add Multiple Parties to a record
  • Using Service Request Playbooks
  • Create a service request record
  • Resolving a service request case
  • Using the contextual side panel
  • Use response templates
  • Using the activity stream
  • Viewing the dynamic related records
  • View the ribbon information
  • Customize the related records view
  • Track government service requests
  • Solutions
  • Investigative Case Management
  • Create a case
  • Create a case narrative
  • Using Entity Management
  • Add associated entities
  • Associate and link multiple entities
  • Using Evidence Management
  • Add related evidence to case
  • Create a chain of custody log
  • Associate and link evidence to entities
  • Assign security classifications to evidence
  • Grants Management
  • Grants Management Program Setup
  • Set up a grant program
  • Create a grant program
  • Create internal program team
  • Configure custom internal program team roles
  • Set up the Merit Review
  • Add external reviewer groups
  • Set up a results letter
  • Set up the grants program announcement details
  • Publish a grant program
  • Approve program listing
  • Grants Management Proposal Playbook
  • Screen a grant application
  • Check eligibility of an applicant
  • Verify documents uploaded to a grant application
  • Propose a decision on a grant application
  • Portals
  • Government Service Portal
  • Register
  • Self-register a business account
  • Update a constituent profile
  • Track cases
  • Submit a social benefits application
  • Create a service request
  • Create an information request
  • Create a license or permit request
  • Track the status of a request
  • Manage your public service cases
  • Email notifications
  • Service level agreements
  • Virtual agent assistance
  • Grants Management Portal
  • Apply for a grant
  • View the results of a grant application
  • Accept or decline a grant award
  • Reviewer Service Portal
  • Review and score a grant proposal
  • Business Location Service Portal
  • CSM Configurable Workspace
  • Creating and resolving case tasks
  • Create a business record
  • Virtual Agent
  • Mobile Agent
  • Perform agent tasks
  • Using the activity stream
  • Track government service requests
  • Track information requests
  • Service Exchange
  • Document Processor
  • Analytics and Reporting
  • Constituent Service dashboard
  • Performance Overview
  • Reference
  • Data Model
  • Core
  • Core Tables and Flows
  • Service Request
  • Service Request Tables
  • Information Request
  • Information Request Tables
  • License and Permit
  • License and Permit Tables
  • Social Benefits
  • Social Benefits Tables
  • Grants Management
  • Grants Management Tables
  • Investigative Case Management
  • Investigative Case Management Tables
  • Service Applicant
  • Service Applicant Information Tables
  • Service Applicant Program Management Tables
  • Core Role Relationships
  • Components and roles installed
  • Roles installed
  • Properties installed
  • Plugins installed
  • Service Catalog
  • Life cycle of a Public Service case
  • Forms
  • Public Service Case Forms
  • Government Service Case form
  • Service Request case form
  • Information Request case form
  • Public Service Profile Forms
  • Business Profile form
  • Agency Profile form
  • Constituent Profile form
  • Grants Management reference
  • Grant proposal funding statuses
  • App Dependencies
  • Budget categories in Grants Management
  • Investigative Case Management reference
  • Completeness rules by entity type
  • Investigative Case Management case forms
  • Case details form
  • Entity Management forms
  • Person form
  • Person status form
  • Location form
  • Location types form
  • Event form
  • Vehicle form
  • Property form
  • Organization form
  • Firearm form
  • Evidence Management forms
  • Evidence form fields
  • Evidence entity form
  • GOV.UK Developer Toolkit reference
  • Portal Widget Library
  • Now Assist for PSDS
  • Explore
  • Generative AI skills
  • Document screening
  • Chat Summarization
  • AI Search
  • Configure
  • Install
  • Activate Now Assist skills
  • Document screening
  • Investigative case summarization
  • Investigative case narrative refinement
  • Government case summarization
  • Chat summarization
  • AI search
  • Configure AI Search Profiles
  • Activate AI Agents
  • Skill inputs
  • Use generative AI skills
  • Screen an uploaded document type
  • Summarize a government case
  • Summarize an investigative case
  • Refine an investigative narrative
  • Summarize a chat interaction
  • Use AI Search
  • Use agentic AI
  • Use AI Agents in PSDS

Configure Investigative Case Management Entity Management

Configure settings related to Entity Management in Investigative Case Management, such as adding or modifying entity display categories.

Related tasks
  • Configure entity types in the Investigative Case Management Entity Management workspace
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