Handle a case
An investigator works an Insider Risk Management case. The case has tabs for overview, alerts, user activity, Content explorer and case notes. Content explorer shows copies of the files and emails, and only investigators can see it. The investigator adds a case note, sends an email notice based on a notice template, and resolves the case as a confirmed policy violation with the action taken. Escalate for investigation would create an eDiscovery (Premium) case. Ronny receives the notice in his inbox.
W
INSIDER RISK MANAGEMENT
Handle a case
Ada Admin
Eli Employee
Ronny Insider
INSIDE THE CASE
Everything about the case, in one place
TAKING ACTION
Three ways to act
Microsoft Purview
Cases
CASE ID
CASE NAME
STATUS
USER
TOTAL POLICY ALERTS
12
Customer list to private email
Active
AnonyRB-311
1
‹ Cases
Customer list to private email
Active
Closed
Send email notice
Escalate for investigation
Resolve case
Case overview
Alerts
User activity
Content explorer
Case notes
NAME
TYPE
SENSITIVITY LABEL
Risk analyst · Oct 14
Download and downgrade before the email.
Investigator · Oct 15
Add note
Send email notice
Notice template
Send from
Subject
Message body
Send
Resolve case
Resolve as
▾
Action taken
Benign
Confirmed policy violation
Resolve
THE USER EXPERIENCE
What does Ronny notice?
The case is handled before his last day.
Outlook
Inbox
Compliance team
Before you leave: company data
Hi Ronny, as part of your offboarding…
Before you leave: company data
Compliance team · To: Ronny Insider
Hi Ronny,
As part of your offboarding, we'd like to remind you that
customer data belongs to the company and stays here.
Please delete any copies outside our systems, and talk
to your manager if you have questions.
Kind regards,
Compliance team
Good to know
1/7
INSIDER RISK MANAGEMENT
Handle a case
The case is open. Investigators look at the content,
the notes and the timeline, and decide what to do:
a notice, an escalation, or a resolution.
informasjonsbeskyttelse.no
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