System Preferences allow administrative users to apply certain system-wide settings to Case Central®. These settings are global in nature, meaning they pertain to the entire Case Central environment and cannot be adjusted on a per user or per case basis.
Administration Guide
Who Can Use this Feature?
Management and use of this feature is available to all users with an Administrator license, by default. Users with a Standard license who have been granted System Preferences site rights also have access to this feature.
Where Is It Set Up?
To access the page, click on the vertical sidebar menu. Then go to → .
The settings controlled on the page relate to the following features and functionality:
Case Audit Export – Automatically generate a Case Audit Export PDF when a case is resolved, available for download from the Attachments tab.
Case Linking – Configure case linking and grouping using account number, social security number, or both. Enable auto-linking to group open cases with the same account number automatically.
File Attachment Download - Control whether file attachments can be downloaded from cases across the platform.
QA Review - Enable or disable the QA Review feature that flags cases for internal quality checks.
Data Masking - Apply rules to obscure sensitive data from unauthorized viewers while preserving data integrity and functionality.
Email Notifications - Manage default settings for outbound system-generated email alerts, including templates and recipients.
Submit Help Request - Access support by submitting a help request directly from the platform.
System of Record Refresh – Allow manual refresh of System of Record (SOR) data from the Investigation Checklist’s Data Compare feature.
System of Record Rules – Configure SOR background check, lock timeouts, and update intervals.