How to convert a Case into a Report

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

  1. Follow the prompt to create a SAR:
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STR

  1. Follow the prompt to create a STR:
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