When you add an alert to a case in SAS Enterprise Case Management, financial items associated with the alert are included with the case by default. You should be able to change the default behavior and exclude financial items from the alert by specifying the following metadata property:

However, SAS Enterprise Case Management might display the following error when you define the property:

To work around the problem and exclude financial items from the case, do not specify the ECM.Policy.FinancialItemMigration property. Instead, deselect the option Automatically add financial items from selected alert to case before you click Add to add an alert to a case,  

Click the Hot Fix tab in this note to access the hot fix for this issue.

Operating System and Release Information

A fix for this issue for SAS Compliance Solutions 7.1 is available at:

A fix for this issue for SAS Enterprise Case Management 6.3_M1 is available at: