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How do I delete transactions in a case?

You can delete transactions in a case by clicking the checkbox next to the transaction and clicking the delete button.

Prerequisites

  • Permissions to View and Edit cases required

Overview

You can delete transactions from a case directly from the Investigations page. You can either delete the transactions from the case, or keep them on the case and only remove their link to an alert. Either way, the alerts themselves on the Alerts page are not changed. A window asks you to choose an option and confirm it.

Steps to Delete Transactions

  1. Navigate to the case’s Investigations page.

      

  2. In the Transactions table, select the checkbox next to each transaction you want to delete.

      

  3. Once selected, click the Delete button (top right of the table).

      

  4. In the window that opens, review the selected transactions, then choose one of the two options:

    • Delete from the case — Removes the transactions from the case and recalculates the case total and the alert totals. Enter a Reason, which is required.

    • Remove from an alert — Keeps the transactions on the case but removes their link to the alerts you choose. Select at least one alert. A Reason is optional. This option is unavailable, and shows Not associated with any alert., if none of the selected transactions is linked to an alert.

      

  5. Review the Impact box, which shows the effect on each total as before → after, then click Delete from case or Remove from alert (Remove from alerts if you selected more than one).

Expected Result

If you chose Delete from the case, the selected transactions are removed from the case and the totals are recalculated. Transactions that came from your integration remain in Kinectify and can be added to the case again. A transaction you added manually cannot be added again, but its details stay in the activity log.

If you chose Remove from an alert, the transactions stay on the case, and each shows No alert if it is no longer linked to any alert. To link a transaction to a different alert afterwards, select Edit on its row. See How do I add transactions in a case?

If the case total has been overridden, deleting or unlinking transactions does not change it. See How do I override the Case total?