Configure information completeness rules for entity types in Investigative Case Management

  • Release version: Australia
  • Updated April 7, 2026
  • 1 minute to read

    • Configure the rules for record completeness for each entity type.

    About this task

    While most entity record fields are not mandatory, each entity record contains a completeness field that tracks whether the record has sufficient data to be searchable within ICM. These rules outline the minimum amount of information required for each entity record type to be considered complete. These rules are configurable by an admin, and you can modify which fields are required to be filled in for an entity record to become searchable.

    For more information on the default completeness rules for ICM entities, see Completeness Rules by Investigative Case Management Entity Type.

    Before you begin

    Role required: admin

    Set the scope to Investigative Case Management Foundation.
    Note:
    Direct edits are flagged as customizations and can be overwritten on upgrade. Capture changes in an Update Set and note the sys_id before editing.

    Procedure

    1. Navigate to All > System Definition > Business Rules.
    2. Filter the list to include only items from the Investigative Case Management Foundation application.
    3. Select the information completeness business rule of the entity for which you want to edit.
    4. Select Advanced.
    5. Edit the script, adding or removing fields as needed under the Check for one of the two identification conditions, and If any of the identification conditions are met, mark as complete line items.

      business rule editing, admin view.

    6. Once you are finished editing the record, select Update.

    Result

    The entity completeness fields have now been modified, and the entity record will now appear in a case dropdown menu when the modified criteria is met.