How to convert a Case into a Report

Create a report from a case

Once you have decided to escalate the Case into a report and all the collateral is ready to do, you can choose to either:

• Create and File a SAR
• Create and Export (to file external) an STR

1. From the Unit21 dashboard, go to Cases, then find your case:

2. Click Create FinCEN SAR or Create goAML STR accordingly:

SAR

3. Follow the prompt to create a SAR:

STR

3. Follow the prompt to create a STR: