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Demo Steps for SAS® Visual Investigator: Building the Interface


Course Code: evib107, prepared date: June 19, 2023
Copyright © SAS Institute Inc., Cary, NC, USA. All rights reserved.

Lesson 01


SAS® Visual Investigator: Building the Interface
Lesson 01, Section 1 Demo: Navigating the Interfaces


This demonstration illustrates how to navigate between the SAS Visual Investigator interfaces. It also briefly describes each interface.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.

  2. Review the application bar.
    1. The application switcher icon in the top left expands the application menu.
    2. The name of the current application is displayed in the middle of the application bar: SAS Visual Investigator – Investigate and Search Data.
    3. The user avatar in the right corner of the application bar displays the first initial of the signed-in user.

  3. View the Actions menu.
    1. Click the circular user avatar V icon in the top right corner of the window and view the displayed menu.
    2. Note: Selecting Help automatically opens the SAS Help Center in another window. Selecting Sign out signs you out of the system.

  4. Review the menu bar.

  5. Home The Home page is a landing page for users when they sign in to SAS Visual Investigator.
    Alerts The Alerts page enables users to investigate, triage, and disposition alerts.
    Tasks The Tasks page displays all the tasks in which you are a participant or part of a group that can participate in the task.
    Management The Management page displays a detailed breakdown of all tasks, alerts, and audits. Special privileges are required for you to access this page.
    Search The Search page enables users to search data, and the page displays search results.

  6. Switch to the administrative interface.
    1. Click the application switcher to access the applications menu.
    2. Right-click Manage Investigate and Search and select Open link in a new tab.
    3. Note: Having both applications open on different tabs is useful as we make changes and want to see how those changes affect the end user.

  7. Review the menu bar.

  8. Data Objects The Data Objects page enables administrators to configure and manage entities.
    Relationships The Relationships page displays all types of relationships between entities and enables administrators to manage them.
    Pages The Pages page displays and manages page and print templates for entities.
    Workflows The Workflows page lists currently active workflows and tasks and enables administrators to create and manage workflow templates.
    Alerts The Alerts page enables administrators to control how alerts are presented to and dispositioned by users in the user interface. It is also where administrators create and manage flows and scenarios.
    Permissions The Permissions page lists the groups, users, and capabilities available in Visual Investigator and enables the administrator to configure them.
    Properties The Properties page lists global and desktop settings that can be configured by the administrator.
    Import The Import page enables the administrator to upload a file or connect to a database.
    Jobs The Jobs page lists job history and status.

  9. Review the applications menu.
    1. Click the application switcher to access the applications menu again.
    2. Review the two headings under INVESTIGATIONS.
    3. Read the other options under ANALYTICS LIFE CYCLE and ADMINISTRATION.

  10. Perform a search.
    1. Return to the tab with the end-user interface open.
    2. Click the Search tab.
    3. Enter * in the search field and press the Enter key.
    4. Note: The system is completely empty. None of the administrative tasks have been completed, so very little of the end-user interface is configured, and there are no entities in the search results.

Lesson 02


SAS® Visual Investigator: Building the Interface
Lesson 02, Section 1 Demo: Exploring the Data


This demonstration illustrates exploring the data in the Postgres database.

  1. Use the desktop shortcut to open pgAdmin 4.

  2. Use Student1 as the password.

  3. Click the arrow to expand Servers.

  4. Double-click server.demo.sas.com to connect.

  5. Expand Databases > postgres > Schemas > fsccore > Tables.
  6. Note: These are the data tables that we will import into Visual Investigator.


SAS® Visual Investigator: Building the Interface
Lesson 02, Section 2 Demo: Importing an External Entity


This demonstration illustrates importing the account table.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password, and open a second browser tab with the administrator interface.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. Check the data store.
    1. Click Properties on the menu bar.
    2. Double-click Data Stores.
    3. Review the information for the fsccore data store.
    4. Click Cancel.

  3. Import the account table.
    1. Click Import on the menu bar.
    2. Select Connect.
    3. Note: The Data store list displays the fsccore database because it is already configured.

    4. Click Show Data to view all the tables in the database.
    5. Select account and click Connect.
    6. On the preview page, review the columns and field types that have been identified.
    7. Note: The Account Key column has been identified as the primary key. The date columns have been identified as such.

    8. Click Next.
    9. On the Properties page, make changes to the icons and label section.
      Icon: PersonalAccount_violet
      Marker color: #a7447d (Violet)
      Node border color: #a7447d (Violet)
      Node shape: Diamond
      Object Label: Account Name

      1. In the Object label field, click X next to Account Key to remove the column, and click the plus sign to add a new column.
      2. Select Account Name and click OK.
      3. Click the Icon image.
      4. Select PersonalAccount_violet and click OK.
      5. Click the Marker color image, select #a7447d (Violet), and click OK.
      6. Click the Node border color image, select #a7447d (Violet) again, and click OK.
      7. Click the Node shape drop-down list, and select Diamond.
    10. Update the Detail View section.
      1. Click Edit.
      2. Select Account Type Desc and Account Registration Type Desc, and click the left arrow to remove the columns.
      3. Select the Account Status Desc and Product Name columns, and click the right arrow to add the columns.
      4. Click OK.
    11. Click Finish.

  4. View the import status.
    1. Click Jobs on the menu bar.
    2. Click Refresh on the toolbar.

  5. Perform a search.
    1. Click the browser tab with the user interface.
    2. Enter * in the search field and press Enter.
    3. Review the search results.
    4. Detail view is the default view for the search results. This displays each entity as a tile with a summary of information below the object label.

      The icon is displayed next to the object name, based on your selections during the import.

      The Filters pane displays only the account entity because this is the only that entity that we have imported.

    5. Select a tile to view the object inspector.
    6. Note: The object inspector displays more information about the entity when we select it in the search results. By default, this is all the fields for the entity on a generic page.

    7. Change the view by clicking the View drop-down list and selecting Table View.
    8. Note: By default, this view displays all the fields for the entity.


SAS® Visual Investigator: Building the Interface
Lesson 02, Section 3 Demo: Importing an Entity with a Relationship


This demonstration illustrates importing the transaction table and creating a relationship to the account table.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password, and open a second browser tab with the administrator interface.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. Import the txn table and create a relationship to the account table on the account key field.
    1. Click Import on the menu bar and select Connect.
    2. Click Show Data, select txn, and click Connect.
    3. On the preview page, create a relationship to the account table.
      1. Click the data type under the Account Key heading.
      2. In the drop-down menu, click the Field role field and select Relationship (Account).
    4. Click Next.
    5. On the properties page, make changes to the Icons and Label section:
    6. Icon: currency03_green
      Marker color: #4d9954 (Green)
      Node border color: #4d9954 (Green)
      Node shape: Circle
      Object Label: Primary Medium

      1. In the Object Label field, click the X next to Transaction Key to remove the column.
      2. Click the plus sign to add a new column.
      3. Select Primary Medium and click OK.
      4. Click the Icon image, select currency03_green, and click OK.
      5. Click the Marker color image, select #4d9954 (Green), and click OK.
      6. Click the Node border color image, select #4d9954 (Green), and click OK.
      7. Click the Node shape drop-down, and select Circle.
    7. In the Detail View section, perform these actions:
      1. Click Edit.
      2. Select Amount and then click the right arrow to add the column.
      3. Click OK.
    8. Click Finish.

  3. Perform a search to review the transaction entities.

SAS® Visual Investigator: Building the Interface
Lesson 02, Section 3 Demo: Importing an Entity without a Relationship


This demonstration illustrates how to import an entity and create a new relationship with bridge tables.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password, and open a second browser tab with the administrator interface.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. Import the customer table.
    1. Click Import on the menu bar.
    2. Click Show Data, select customer, and click Connect.
    3. On the preview page, review the fields.
    4. Note: There are no common fields, so we cannot create a relationship here.

    5. Click Next.
    6. On the Properties page, make changes to the Icons and Label section:
    7. Icon: Individual16Teal
      Marker color: #0293a0 (Teal)
      Node border color: #0293a0 (Teal)
      Node shape: Ellipse
      Object Label: Party Name

      1. In the Object label field, click the X next to Party Key to remove the column.
      2. Click the plus sign to add a new column.
      3. Select Party Name and click OK.
      4. Click the Icon image, select Individual16Teal, and click OK.
      5. Click the Marker color image, select #0293a0 (Teal), and click OK.
      6. Click the Node border color image, select #0293a0 (Teal) and click OK.
      7. Click the Node shape drop-down, and select Ellipse.
      8. Click Finish.

  3. Create a relationship between the Account and Customer entities.
    1. Click Relationships on the menu bar.
    2. On the toolbar, click New Relationship.
    3. In the Relationship section, perform these actions:
      1. Select Account for the From entity.
      2. Select Customer for the To entity.
      3. Change Cardinality to Many-to-Many.
    4. In the Relationship Condition section, perform these actions:
      1. For Bridge table type, select External.
      2. For Bridge table name, select customer_account_bridge from the fsccore data store.
    5. In the Bridge Table Fields section, perform these actions:
      1. Click the plus icon.
      2. Select all the fields and click OK.
    6. In the Relationship Condition section, change the second customer_account_bridge field to Party Key. The join condition should read that Account Key and Party Key each correspond to a similarly named field in the bridge table.
    7. Click the Save icon on the toolbar and close the page.

  4. Re-index the relationships.
    1. Click the drop-down list on the toolbar and select Re-index all relationships.
    2. Check the status on the Jobs page.

SAS® Visual Investigator: Building the Interface
Lesson 02, Section 4 Demo: Creating a Child Entity


This demonstration illustrates creating a child entity for phone number.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password, and open a second browser tab with the administrator interface.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. On the Data Objects menu, double-click Account.
    1. Under Child Entities, click the Add child entity icon.
    2. Enter Phone for the name. Notice that this name is also added to the Label field.
    3. Under Details, select Phone as the table name.
    4. Note: The join condition updates with Account Key.

    5. Click the Fields tab.
      1. Click the plus sign to add fields.
      2. Click Select All > OK.
    6. Click the Save icon and click OK in the message.
    7. Close the child page.
    8. On the Account page, click the drop-down menu on the toolbar and select Re-index this entity.
    9. Click Re-index this entity to confirm in the message.


SAS® Visual Investigator: Building the Interface
Lesson 02, Section 4 Demo: Configuring Filter Facets


This demonstration illustrates how to configure filter facets for the Txn entity.

  1. Perform a search to review the filters panel.
    1. Click the browser tab with the end-user interface.
    2. Perform a search and expand the Filters panel on the left.
    3. Note: Currently, the filters panel allows users to filter only by entity type.

  2. Configure filter facets on the Txn entity for Date Key and Amount.
    1. Return to the browser tab with the administrative interface and the Data Objects tab.
    2. Create a facet for Date Key.
      1. Double-click the Txn entity to open the entity details page.
      2. Click the Filter Facets tab.
      3. In the Facets section, click Add a New Facet.
      4. Select Date Key and click OK.
    3. Create a facet for Amount. Create an option to select all transactions under $100.
      1. Click the Add a New Facet icon again.
      2. Select Amount and click OK.
      3. Under the Custom Ranges heading, click the Add custom range icon. Enter Under $100 for the label, and configure the custom range such that the custom range will contain transactions up to but not including $100.
    4. Click Save on the toolbar and close the page.

  3. Perform a search to review the new facets.
    1. Click the browser tab with the user interface.
    2. Enter * in the search field and press Enter.
    3. In the Filters panel on the left, expand Txn.
    4. Test the filter facets applied previously in the demonstration, including the custom range.

SAS® Visual Investigator: Building the Interface
Lesson 02, Section 5 Demo: Creating a Resolved Entity


This demonstration illustrates how to create a resolved entity.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password, and open a second browser tab with the administrator interface.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. In the end-user interface, search for NANCY TREASURE. Observe the quantity and type of pertinent results.

  3. Open a second browser tab with the administrator interface and click it.

  4. Create elements.
    1. Click Data Objects on the menu bar.
    2. Click Elements on the toolbar.
    3. Click New Element.
      1. Enter SSN as the name and label.
      2. Under Field Mappings, click the Edit icon.
        1. Select the Customer entity.
        2. Click Party Identification Id and click the right arrow to add it to the list.
        3. Click OK.
      3. On the toolbar, click the Save icon and close the page.
    4. Click New Element.
      1. Enter Name as the name and label.
      2. Under Field Mappings, click the Edit icon.
        1. Select the Customer entity.
        2. Click Party Name and click the right arrow to add it to the list.
        3. Click OK.
      3. On the toolbar, click the Save icon and close the page.

  5. Create a resolved customer.
    1. Click Resolved Entities on the toolbar.
    2. Click New Resolved Entity.
    3. Enter Resolved_Customer as the name.
    4. Select the box for Do not index when there is only one contributing object.
    5. Under Contributing Elements, click the Edit icon.
      1. Select SSN and Name and click the right arrow.
      2. Click OK.
    6. Click the Views tab.
    7. Click the plus sign next to the object label.
    8. Select Name and click OK.
    9. Select individualApproved_citron for the icon.
    10. Select citron (#7e9c22) for the node border color.
    11. Select Ellipse for the node shape.
    12. On the toolbar, click the Save icon.

  6. Create a page.
    1. Click the Page tab on the Resolved_Customer page below the menu bar.
    2. Click Create Page.
    3. Drag a related object control onto the canvas. Verify that there are no traversals listed as an option in the details pane of the related objects control under Select Traversals.
    4. Create a traversal to Customer.
      1. Click Relationships on the menu bar.
      2. Click Traversals on the toolbar.
      3. Click New Traversal.
      4. Enter Customer in the Name field and click OK.
      5. Drag the Customer entity onto the canvas and click the Save icon.
      6. Close the page and return to page builder.
    5. With the Related Objects control selected, click Select Traversals in the properties pane.
    6. Select Customer and click OK.
    7. Under Fields, click the Add icon.
      1. Select the boxes for Party Key, Party Name, Party Date of Birth, and Party Identification Id.
      2. Click OK.
    8. On the toolbar, click the Save icon and close the page.

  7. Run the resolve job.
    1. Click Data Objects on the menu bar.
    2. On the toolbar, click the drop-down menu and select Re-index and resolve all entities. Click Re-index to confirm.

  8. View the resolved customer.
    1. Return to the browser tab with the user interface.
    2. Enter NANCY TREASURE in the search field and press Enter.
    3. Double-click Resolved Customer Nancy Treasure.

SAS® Visual Investigator: Building the Interface
Lesson 02, Section 6 Demo: Creating an Internal Entity


This demonstration illustrates how to create an internal entity.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password, and open a second browser tab with the administrator interface.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. Create an internal entity named Demo_Investigation.
    1. If needed, click Data Objects on the menu bar and Entities on the toolbar.
    2. On the toolbar, click New and select New Internal Entity.
    3. On the Settings tab, enter Demo_Investigation in the Name field.
    4. Note: When you use the Tab key to move out of the field, the same text is applied to the Label and Table name fields.

    5. On the Fields tab, click New Field to create the first field.
      1. Complete the fields as shown below.
      2. Name: Investigation_Name
        Column name: Investigation_Name
        Label: Investigation Name
        Length: 100
        Required: Yes

      3. Click OK to save the field.
    6. On the Fields tab, click  New Field again to create another field.
      1. Complete the fields as shown below.
      2. Name: Status
        Length: 20

      3. Click OK to save the field.
    7. On the Views tab, make the choices shown below.
    8. Icon: Case16Red
      Marker color: #9d2b12 (red)
      Object Label: Investigation Name
      Node border color: #9d2b12 (red)
      Node shape: Square
      Detail View: Date-Time Created Status
      Table View: Select all fields

    9. On the toolbar, click the Save icon.
    10. Click the drop-down menu and select Re-index this entity. Select Re-index to confirm.

  3. View the database table for internal entities.
    1. Return to pgAdmin.
    2. Click Refresh on the toolbar.
    3. Expand Demovib > Schemas > fdhdata > Tables.
    4. Note: The new table, Demo_Investigation, is listed. This is where all the internal entities will be stored.

  4. Create a relationship between the Demo Investigation and Alert entities.
    1. Return to the administrator Interface.
    2. Click Relationships on the menu bar.
    3. On the toolbar, click New Relationship.
    4. In the Relationship section, perform these actions:
      1. Select Demo Investigation for the From entity.
      2. Select Alert for the To entity.
      3. Change Cardinality to One-to-Many.
    5. In the Relationship Condition section, perform these actions
      1. For Bridge table type, confirm that internal is already selected.
      2. For Bridge table name, enter Investigation_Alerts.
    6. Click the Save icon on the toolbar and close the page.
    7. On the toolbar, click the drop-down menu and select Re-index all Relationships. Click Yes to confirm.

Lesson 03


SAS® Visual Investigator: Building the Interface
Lesson 03, Section 1 Demo: Creating a Page


This demonstration illustrates how to create a page.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password, and open a second browser tab with the administrator interface.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. View the pre-created pages in the environment.
    1. Click Pages on the menu bar.
    2. Observe the listed pages. There have been three pages created for each of the entities that we imported in Lesson 2: Account, Alert, Customer, and Transaction. Also observe the Homepage and the page created for the resolved customer.
    3. Note: The Demo Investigation page could also be created from the Pages tab by clicking New Page.

  3. Create a new page for the Demo Investigation entity.
    1. Click Data Objects on the menu bar.
    2. Double-click Demo Investigation to open the entity.
    3. Click the Pages and Toolbar tab.
    4. Under Pages, click New Page.
    5. Enter Demo Investigation in the Name field and click OK.

  4. Use page builder to design the page template.
    1. Drag a 2-Column layout onto the page.
    2. Click Data in the left pane to display the available entity fields.
    3. In the left column, add the Investigation Name and Date-Time Created fields.
    4. In the right column, add the Status field.
    5. Click Preview to preview the page.
    6. Click Save and close the page.

SAS® Visual Investigator: Building the Interface
Lesson 03, Section 2 Demo: Editing Pages


This demonstration illustrates how to use page builder to edit predefined pages.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password, and open a second browser tab with the administrator interface.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. View the account-Full-pane page.
    1. Click the browser tab with the user interface.
    2. In the search field, enter Todd and press the Enter key (or click the magnifying glass icon).
    3. In the Filters panel, select the box for Account.
    4. Double-click the first account for Lori Todd.
    5. Note: This is one of the default pages that were created when the entity was imported.

  3. Redesign the Account page.
    1. Click the browser tab with the administrator interface.
    2. Click Pages on the menu bar.
    3. In the list of pages, double-click account-Full-pane to open it in page builder.
    4. Delete the group box.
      1. Click the multi-dimential arrow icon to select the group box.
      2. Click Delete.
    5. Add a two-column layout to the top of the page.
      1. Under Layout in the left pane, click 2-Column and drag it onto the canvas at the top of the page.
      2. In the left column, add the fields listed below.
      3. Note: Click Data to display the data fields.

        1. Account Number
        2. Account Name
        3. Product Category Name
        4. Product Name
      4. In the right column, add these fields:
        1. Mailing Address 1
        2. Mailing Address 2
        3. Mailing City Name
        4. Mailing State Name
        5. Mailing Postal Code
        6. Mailing Country Code
    6. Add a child object viewer below the two-column layout.
      1. Click the Phone child object and drag it onto the canvas.
      2. In the properties pane, remove the Account Key and Phone Key fields.
    7. Add a network diagram.
      1. Click Controls and drag a Network Diagram control to the canvas.
      2. In the properties pane on the right, select 2 for Relationship depth.
      3. Note: This is how many nodes deep the diagram will expand to.

      4. Change Height to 500px.
    8. Add a network tab and move the network diagram to it.
      1. Click Page Properties on the toolbar.
      2. Click the New icon twice.
      3. Note: The first click creates the Account tab. The seconds adds a new tab.

      4. Name the second tab Network.
      5. Click Save.
      6. Scroll to the bottom of the Account tab. Click the scissors icon in the top right of the network diagram to cut it.
      7. On the canvas, click the Network tab.
      8. Select Clipboard in the right panel and drag the copied network diagram from the clipboard to the canvas.
      9. Click Save on the toolbar to save the page.

  4. Review the Account page.
    1. Click the browser tab with the user interface.
    2. Click the browser refresh on the opened Account page.

SAS® Visual Investigator: Building the Interface
Lesson 03, Section 2 Demo: Creating Traversals


This demonstration illustrates how to create a traversal to link entities together.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password, and open a second browser tab with the administrator interface.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. Update the Account page.
    1. Create a traversal to Transactions.
      1. Click Relationships on the menu bar.
      2. Click Traversals on the toolbar.
      3. Click the New Traversal icon.
      4. Enter Transaction in the Name field.
      5. In the Entities pane, click Txn and drag it onto the canvas.
      6. Click the Save icon and close the page.
    2. Add a Transactions tab to the Account page.
      1. Click Pages on the toolbar.
      2. Double-click account-Full-pane to open it in page builder.
      3. Click Page Properties.
      4. Create a new tab named Transactions and click Save.
      5. Click the Transactions tab.
      6. Drag the Related Objects control to the canvas.
      7. In the properties pane on the right, click Select Traversals.
        1. Select the box next to Transaction.
        2. Click OK.
      8. Under Fields, click Add.
        1. Select the boxes for Amount, Cdi, Date Key, and Primary Medium.
        2. Click OK.
        3. Move the Date Key field to the top of the list using the up and down arrows.
      9. Select Date Key for Initial sort field.
      10. Clear the boxes next to Show object summary pages and Show relationship summaries.
      11. Click the Save icon on the toolbar and close the page.
    3. Click the browser tab with the user interface and refresh the opened Account page.

  3. Update the Demo Investigation page.
    1. Create a traversal to Alert.
      1. Click Relationships on the menu bar.
      2. Click Traversals on the toolbar.
      3. Click the New Traversal icon.
      4. Enter Alert in the Name field.
      5. In the Entities pane, click Alert and drag it onto the canvas.
      6. Click the Save icon and close the page.
    2. Add an Alert grid to the Demo Investigation page.
      1. Click Pages on the toolbar.
      2. Double-click Demo Investigation to open it in page builder.
      3. Drag the Related Objects control to the bottom of the canvas.
      4. In the properties pane, click Select Traversals.
        1. Select the box next to Alert.
        2. Click OK.
      5. Under Fields, click the Add icon.
        1. Select Actionable entity label, Alert ID, Alert status, Alert-trigger text, and Score.
        2. Click OK.
        3. Move the Alert ID field to the top of the list.
      6. Select Alert ID for Initial sort field.
      7. Clear the boxes next to Show object summary pages and Show relationship summaries.
      8. Click the Save icon and close the page.

SAS® Visual Investigator: Building the Interface
Lesson 03, Section 3 Demo: Adding Toolbar Items


This demonstration illustrates how to add toolbar items to an entity page.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password, and open a second browser tab with the administrator interface.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. View the Account page toolbar.
    1. Click the browser tab with the user interface.
    2. Refresh the opened Account page.

  3. Edit the Account page toolbar.
    1. Click the browser tab with the administrator interface.
    2. Navigate to Data Objects on the menu bar and double click the Account entity to open it.
    3. Under Toolbar Items, review the selections.
    4. Remove items from the toolbar.
      1. Select Edit and Save Buttons and click the trash can icon.
      2. Note: The Account entity is an external entity and cannot be modified in Visual Investigator, so this button is not needed.

      3. Select Vertical Separator and click the trash can icon.
    5. Add items to the toolbar.
      1. Click New Item and select Refresh Page.
      2. Click New Item again and select Print.
    6. Save the Account page.

  4. View the Account page toolbar.
    1. Return to the browser tab with the user interface.
    2. Refresh the opened Account page.
    3. Observe the new toolbar items. The Refresh button can now be used to update just the Account page instead of refreshing the entire browser window to review changes.

  5. Add items to the Demo Investigation toolbar.
    1. Under Toolbar Items, click New Item and add the following:
      1. Edit and Save Buttons
      2. Left-right Divider
      3. Comments
      4. Attachments
      5. Tasks
    2. Save and close the page.

SAS® Visual Investigator: Building the Interface
Lesson 03, Section 3 Demo: Adding Page Contexts


In this demo, we add page contexts to determine which pages are displayed under specified circumstances.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password, and open a second browser tab with the administrator interface.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. Redesign the Account page.
    1. Click Data Objects on the toolbar.
    2. Double-click the Account entity.
    3. Click the Pages and Toolbar tab.
    4. Double-click account-Full-pane to open the page in page designer.
    5. Drag a Related Objects control to the bottom of the page.
    6. In the properties pane, click Select Traversals.
      1. Select the box next to Customer.
      2. Click OK.
    7. Under Fields, click the Add icon.
      1. Select Party Name and Party Number.
      2. Click OK.
    8. Save the page with a new name.
      1. Click Save Page as New on the toolbar.
      2. Enter account-Full-pane-Joint in the Name field and click Save.
    9. Close the page.

  3. Add a new context.
    1. Under Page Associations, select the View context.
      1. Click New Conditional Context.
      2. In the right pane, select Account Registration Type Desc from the Conditions drop-down list.
      3. Enter JOINT in the Specify a value field.
      4. Click Select Page.
      5. Select the account-Full-pane-Joint page and click OK.
    2. Save the entity.

  4. View the new Account pages.
    1. Click the browser tab with the user interface.
    2. Refresh the opened Account page and review the new data grid.
    3. Click Search on the menu bar.
    4. In the search field, enter Bob Wolfe and press Enter (or click the magnifying glass icon).
    5. Double-click the first account for Bob Wolfe.
    6. Compare the Bob Wolfe Account page with the previous Account page, reopening the Lori Todd Account page if needed.
    7. Note: The page for Lori Todd has the signer grid because the account is a joint account. The page for Bob Wolfe does not have the signer grid because it is a single account.

    8. Review the toolbar.
    9. Note: By default, the toolbar is created with these items and is turned on for the View context.

  5. Add contexts to the Demo Investigation page.
    1. Click the browser tab with the administrator interface.
    2. On the Data Objects page, double-click the Demo Investigation entity.
    3. Click the Pages and Toolbar tab.
    4. Under Page Associations, add the Demo Investigation page to each context.
      1. Select a context in the left pane.
      2. In the right pane, click Select Page.
      3. Select the Demo Investigation page and click OK.
      4. Click the More Options icon and select Assign page to remaining contexts.
    5. Save the entity.


SAS® Visual Investigator: Building the Interface
Lesson 03, Section 4 Demo: Reconfiguring the Home Page


This demonstration illustrates how to reconfigure the Home page.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password, and open a second browser tab with the administrator interface.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. Review the Home page.
  3. Note: This is the default configuration of the Home page.

    1. The Alert Metrics control displays an overview of workable alerts in each strategy and queue. There are currently no alerts in the system.
    2. The Personal Metrics control displays a user’s performance for the current day, the previous day, the past week, or the past month.
    3. The New Object control enables users to create new predefined objects from the Home page.
    4. Search enables users to perform a search without navigating to the Search page.
    5. Recently Viewed displays a list of objects that the user has viewed during the current session.

  4. Open or navigate to a second browser tab with the administrator interface.

  5. Click Pages on the menu bar.

  6. Double-click Homepage.

  7. Restrict the Alert Metrics control to managers.
    1. Click the text Alert Summary to select the control.
    2. In the properties pane on the right, click the Group restrictions drop-down list.
    3. Select Managers.

  8. Restrict the Personal Metrics control to investigators and managers.
    1. Click the text Personal Metrics to select the control.
    2. In the properties pane, click the Group restrictions drop-down list.
    3. Select Investigators and Managers.

  9. Restrict the New Document control to investigators and managers and add an entity type.
    1. Click the text New Documents to select the control.
    2. In the properties pane, under Entity types, click the Add icon.
    3. Select Demo Investigation and click OK.
    4. Under Group restrictions, select Managers and Investigators.
    5. Click the Save icon and close the page.


SAS® Visual Investigator: Building the Interface
Lesson 03, Section 5 Demo: Creating a Page Template


In this demonstration, we create a print template and a PDF.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password, and open a second browser tab with the administrator interface.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. Create a new print template.
    1. Navigate to the Pages tab.
    2. Select Print Templates on the toolbar and click New Print Template.
    3. For the data source, select Account.
    4. For the name, enter account-summary.

  3. Design the print template.
    1. Ensure that Design mode is selected on the toolbar.
    2. Enter Account Summary Page: in bold in the body of the template.
    3. Click the Insert Value drop-down menu and select Account Number.
    4. On the next line, click Insert Component and select Current Date/Time > Date and Time.

  4. Add the account transactions to the print template.
    1. On the next line of the body, click Insert Component and select Repeating Data.
    2. For the data source, select Txn – Account under Relationships.
    3. Click the plus sign icon next to Fields to add new fields and then select the following fields:
      1. Amount
      2. Cdi
      3. Date Key
      4. Primary Medium
    4. Select Date Key for the sort field.
    5. Click OK.

  5. Save the print template and close the page.

  6. Preview the print page in the user interface.
    1. Click the browser tab with the user interface.
    2. Search for the account named Walter Hunter and select the first result.
    3. Click the Print icon in the top right of the Account page and select Attach as PDF.
    4. Review the preview before clicking Next.
    5. Click Print to PDF.
    6. Click the Attachments icon and select the Walter Hunter PDF from the list.
    7. Review the PDF in another window.

Lesson 04


SAS® Visual Investigator: Building the Interface
Lesson 04, Section 2 Demo: Creating a Workflow


This demonstration illustrates how to create a workflow for the investigation entity.

  1. Sign in to the demovib tenant administrator interface as viadmin and navigate to the administrator interface.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. Click Workflows on the menu bar.

  3. On the toolbar, click New Workflow Template and select Demo Investigation.
  4. Note: Workflows can be created only on internal entities.

  5. Click OK.

  6. Add the Status entity field as a workflow variable.
    1. Select the Start element on the canvas.
    2. Click Actions in the properties pane on the right to expand the available actions.
    3. Click New Variable under Workflow variables to import from entity fields.
    4. Select Status and click OK.

  7. Add a user task.
    1. Click User Task in the Element pane and drag it onto the workflow editor.
    2. Connect the Start element to the user task.
    3. Select the user task and use the properties pane to complete the information.
      1. Enter Investigator Review in the Name field.
      2. For Participants, select Investigators.
      3. Change the Completed button.
        1. Click Actions in the properties pane on the right to expand the available actions.
        2. Change Button Label to Investigator Close.
        3. Click the New variable icon under Write to the workflow variable field.
        4. Select svi_Status from the Entity field drop-down list.
        5. Enter Investigator Closed in the Enter a value field and click OK.
      4. Click the New task button above the list of buttons.
        1. Rename the button label as Send to Manager.
        2. Click the New variable icon under Write to the workflow variable field.
        3. Select svi_Status from the Entity field drop-down list.
        4. Enter Manager Review in the Enter a value field and click OK.

  8. Drag an exclusive gateway onto the workflow editor.

  9. Connect the Investigator Review task to the exclusive gateway.

  10. Drag an End element onto the workflow editor.

  11. Connect the exclusive gateway to the End element, and change the properties of the sequence flow.
    1. Enter Close in the Name field.
    2. Expand the Condition section and click Edit.
    3. Create the condition svi_Status = Investigator Closed and click OK.
    4. Note: This must be the exact syntax, or the workflow fails.

  12. Drag a new user task onto the workflow editor.

  13. Connect the exclusive gateway to the new user task, and change the properties of the sequence flow.
    1. Enter Send to Manager in the Name field.
    2. For Participants, select Managers.
    3. Under Condition, click Edit.
    4. Expand Actions.
    5. Create the condition svi_Status = Manager Review and click OK.

  14. Select the new user task and use the properties pane to complete the information.
    1. Enter Manager Review in the Name field.
    2. For Participants, select Managers.
    3. Change the Completed button to Manager Close.
      1. Rename the button label to Manager Close.
      2. Click the New variable icon under Write to the workflow variable field.
      3. Select svi_Status from the Entity field drop-down list.
      4. Enter Manager Closed in the Enter a value field and click OK.
    4. Click New Task.
      1. Rename the button label as Return to Investigator.
      2. Click the New variable icon under Write to the workflow variable field.
      3. Select svi_Status from the Entity field drop-down list.
      4. Enter Returned to Investigator in the Enter a value field and click OK.

  15. Drag an exclusive gateway onto the workflow editor.

  16. Connect the Manager Review task to the exclusive gateway.

  17. Connect the new exclusive gateway to the End element, and change the properties of the sequence flow.
    1. Enter Close in the Name field.
    2. Under Condition, click Edit.
    3. Create the condition svi_Status = Manager Closed and click OK.

  18. Connect the exclusive gateway to the Investigator Review task, and change the properties of the sequence flow.
    1. Enter Return to Investigator in the Name field.
    2. Under Condition, click Edit.
    3. Create the condition svi_Status = Returned to Investigator and click OK.

  19. Configure the workflow to start automatically when an investigation is created.
    1. Click the Properties button on the toolbar.
    2. Select the check box next to Start this workflow on creation of "Demo Investigation" objects.

  20. Save the workflow and close the page.

  21. Test the workflow in the user interface.
    1. Click the browser tab with the user interface.
    2. Sign out of the viadmin account.
      1. Click the user avatar on the application bar.
      2. Select Sign out.
    3. Sign in as inv1, using Student1 as the password.
    4. On the Home page, under New Document, click Demo Investigation.
    5. Enter New Investigation in the Investigation Name field, and click the Save icon.
    6. Click the Tasks button on the toolbar to view the Workflow task.
    7. Note: The workflow automatically starts because we selected the option to start the workflow on creation.

    8. Click Claim.
    9. Click Send to Manager.
    10. Sign out of the inv1 account.
    11. Sign in as mgr1, using Student1 as the password.
    12. Click Tasks on the menu bar.
    13. Double-click the new investigation.
    14. Click Claim.
    15. Click Manager Close.
    16. Sign out.


SAS® Visual Investigator: Building the Interface
Lesson 04, Section 2 Demo: Creating a Workflow from an Existing Workflow


This demonstration illustrates how to use Save as to create an alternate version of a workflow template.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. Click Workflows on the menu bar.

  3. Double-click Demo Investigation Workflow to open the workflow editor.

  4. Save the workflow as Demo Investigation Workflow with Quality Review.
    1. Click Save as new.
    2. Remove the 1 and enter with Quality Review at the end of the workflow name.
    3. Click Save.

  5. Add a user task.
    1. Click User Task in the Element pane and drag it onto the workflow editor.
    2. Select the user task and use the properties pane to complete the information.
      1. Enter Quality Review in the Name field.
      2. For Participants, select Quality Analysts.
      3. Change the Completed button.
        1. Click Actions in the properties pane on the right to expand the available actions.
        2. Change Button Label to Quality Close.
        3. Click New variable under Write to the workflow variable field.
        4. Select svi_Status from the Entity field drop-down list.
        5. Enter Quality Closed in the Enter a value field and click OK.
      4. Click New Task above the list of buttons.
        1. Rename the button label as Return to Manager.
        2. Click the New variable icon under Write to the workflow variable field.
        3. Select svi_Status from the Entity field drop-down list.
        4. Enter Returned to Manager in the Enter a value field and click OK.

  6. Change the Manager Close flow to point to the Quality Review task.
    1. Select the Manager Review task.
      1. Under Actions, select Manager Close, and change the button label to Send to Quality Review.
      2. Under Write to the workflow variable field, click Edit Field.
      3. Enter Sent to Quality Review in the Enter a value field and click OK.
    2. Drag the sequence flow from the Close element to the Quality Review task.
    3. Change the properties of the sequence flow.
      1. Enter Send to Quality Review in the Name field.
      2. Under Condition, click Edit.
      3. Create the condition svi_Status = Sent to Quality Review and click OK.

  7. Drag an exclusive gateway onto the workflow editor.

  8. Connect the Quality Review task to the exclusive gateway.

  9. Connect the new exclusive gateway to the End element, and change the properties of the sequence flow.
    1. Enter Close in the Name field.
    2. Under Condition, click Edit.
    3. Create the condition svi_Status = Quality Closed and click OK.

  10. Connect the exclusive gateway to the Manager Review task, and change the properties of the sequence flow.
    1. Enter Return to Manager in the Name field.
    2. Under Condition, click Edit.
    3. Create the condition svi_Status = Returned to Manager and click OK.

  11. Save the workflow and close the page.

  12. Remove Start on object creation from both workflows.
    1. Click Workflows on the menu bar.
    2. Select Demo Investigation Workflow.
    3. Click the drop-down menu on the toolbar and clear Start on object creation.

  13. Add a new toolbar item to the Demo Investigation page.
    1. Navigate to the Data Objects tab.
    2. Double-click Demo Investigation to open it.
    3. Click the Pages and Toolbar tab.
    4. Under Toolbar Items, click the New Item icon and select Start Workflow from the drop-down list.
      1. Leave the default of Menu.
      2. Enter Available Investigation Workflows as the menu label.
      3. Under Workflows, select both of them.
      4. Click OK.
      5. Move the Start Workflow item to be after the Edit and Save buttons.
    5. Click Save on the toolbar.

  14. Test the new toolbar item in the user interface.
    1. Click the browser tab with the user interface.
    2. Sign out of the viadmin account.
    3. Sign in as inv1, using Student1 as the password.
    4. On the Home page, click Demo Investigation.
    5. Enter New Investigation2 in the Investigation Name field and click Save.
    6. Click the Available Investigation Workflows drop-down menu.
    7. Select Demo Investigation Workflow with Quality Review to start the workflow.
    8. Click Tasks on the menu bar.
    9. Click Claim.
    10. Click Investigator Close.
    11. Sign out.

Lesson 05


SAS® Visual Investigator: Building the Interface
Lesson 05, Section 1 Demo: Controlling Permissions


This demonstration illustrates how to manage groups and capabilities.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. View the user groups.
    1. Click Permissions on the menu bar.
    2. Click the sviusrs group and review the members.
    3. Note: This group contains all the users and groups that can access Visual Investigator.

  3. Create a group for users that work on domestic customers.
  4. Note: In the next lesson, we use this group to assign alert strategies.

    1. Click New Custom Group on the toolbar.
    2. Note: If you currently have a group selected, there are two separate locations on the page where New Custom Group appears. The one that appears in a selected group’s pane will create a new custom group within that group.

    3. Enter Domestic Users in the Group ID and Group name fields.
    4. Click OK.

  5. Add users to the Domestic Users group.
  6. Note: The Domestic Users group is automatically selected.

    1. In the right pane, click Add Member.
    2. Select inv1, inv3, mgr1, qa1, and viadmin.
    3. Click OK.

  7. Create a group for users that work on international customers.
  8. Note: In the next lesson, we use this group to assign alert strategies.

    1. Click New Custom Group on the toolbar.
    2. Enter International Users in the Group ID and Group name fields.
    3. Click OK.

  9. Add users to the International Users group.
  10. Note: The International Users group is automatically selected.

    1. In the right pane, click Add Member.
    2. Select inv2, inv4, mgr2, qa2, and viadmin.
    3. Click OK.


SAS® Visual Investigator: Building the Interface
Lesson 05, Section 2 Demo: Using Entity-Level Security


This demonstration illustrates how to apply entity-level security.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. Click Data Objects on the menu bar.

  3. Double-click the Account entity.

  4. Click the Authorization tab.

  5. Select sviusrs and click Remove Group.
  6. Note: Recall that a user’s access is additive. If a user is a member of a group that has a particular capability, the user also has that capability. So the first step in restricting the access of the Account entity is removing the group that contains all Visual Investigator users.

  7. Click Add Group.
    1. Select Domestic Users.
    2. Click OK.
    3. Clear the Create, Edit, and Delete boxes.
    4. Select Domestic Users.
    5. Update the conditions to Mailing Country Code equals USA.

  8. Click Add Group.
    1. Select International Users.
    2. Click OK.
    3. Clear the Create, Edit, and Delete boxes.
    4. Select International Users.
    5. Update the conditions to Mailing Country Code not equal to USA.

  9. Click Save on the toolbar and close the page.

  10. Perform a search
    1. Click the browser tab with the user interface.
    2. Enter * in the search field and press the Enter key.
    3. View the number of account entities listed (2,141).
    4. Note: viadmin is in both groups, so this is the total number of accounts in the system.

  11. Sign out.
    1. Click the user avatar on the application bar.
    2. Select Sign out.

  12. Sign in as inv1 and view how many accounts entities are listed.
    1. Click Sign In.
    2. Enter inv1 in the User ID field and Student1 in the Password field, and click Sign in.
    3. Enter * in the search field and press Enter.
    4. Note: There are 2,015 domestic accounts.

    5. Sign out.

  13. Sign in as inv2 and view how many accounts entities are listed.
    1. Click Sign In.
    2. Enter inv2 in the User ID field and Student1 in the Password field, and click Sign in.
    3. Enter * in the search field and press Enter.
    4. Note: There are 126 international accounts.

    5. Sign out.

Lesson 06


SAS® Visual Investigator: Building the Interface
Lesson 06, Section 1 Demo: Creating a Disposition


This demonstration illustrates how to create a disposition.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. Create the disposition.
    1. Click Alerts on the menu bar.
    2. Click Dispositions on the toolbar.
    3. Click New Disposition.
    4. Enter Add_to_Investigation in the ID and Name fields.
    5. Under Actions, select the Add to object box.
    6. Note: Object Type defaults to Demo Investigation.

    7. Click Save on the toolbar and close the page.

  3. Create a relationship.
    1. Click Relationships on the menu bar.
    2. Click New Relationship.
    3. In the Relationship section, perform these actions:
      1. Select Demo Investigation for the From entity.
      2. Select Account for the To entity.
      3. Verify that cardinality is One-to-Many.
    4. In the Relationship Condition section, perform these actions:
      1. For Bridge table type, select Internal.
      2. For Bridge table name, enter Account_Investigation.
      3. Click Save on the toolbar.
      4. Close the page.


SAS® Visual Investigator: Building the Interface
Lesson 06, Section 2 Demo: Creating Strategies and Queues


This demonstration illustrates creating strategies and queues for alerts.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. Create a strategy for domestic customers.
    1. Click Alerts on the menu bar.
    2. Click Domains on the toolbar.
    3. Note: This demonstration involves creating new strategies and queues within the default SAS Visual Investigator domain. Visual Investigator Domain is already selected on this page.

    4. Click New and select Strategy from the drop-down menu.
    5. In the ID field, enter Domestic_Alert_Strategy. The Name field will automatically populate.
    6. Under Alert Recipients, select Domestic Users from the Group drop-down list.
    7. Enter 100 in the Low threshold field.
    8. Enter 200 in the High threshold field.
    9. Click the Save icon on the toolbar.

  3. Create a queue for the domestic alert strategy.
    1. Click the Associated Queues tab.
    2. Click New Queue.
    3. Verify that Domain and Strategy are Visual Investigator Domain and Domestic Alert Strategy.
    4. In the ID field, enter Domestic_Alert_Queue. The Name field will automatically populate.
    5. From the Associated Pages drop-down list, select the appropriate page.
    6. Note: These are the default Alert pages.

      1. Summary: alert-summary-default
      2. Detail: alert-detail-default
      3. Inspector: alert-inspector-default

    7. Click the Edit icon under Dispositions and add all available dispositions.
    8. Save and close the page.
    9. Close the strategy page.

  4. Create a strategy for international customers.
    1. If necessary, return to the Alerts page and click Domains.
    2. Click New on the toolbar and select Strategy from the drop-down list.
    3. In the ID field, enter International_Alert_Strategy. The Name field will automatically populate.
    4. From the Group drop-down list, select International Users.
    5. Enter 100 in the Low threshold field.
    6. Enter 200 in the High threshold field.
    7. Click Save on the toolbar.

  5. Create a queue for the international alert strategy.
    1. Click the Associated Queues tab.
    2. Click New Queue.
    3. In the ID field, enter International_Alert_Queue. The Name field will automatically populate.
    4. From the Associated Pages drop-down list, select the appropriate page.
    5. Note: These are the default alerts pages.

      1. Summary: alert-summary-default
      2. Detail: alert-detail-default
      3. Inspector: alert-inspector-default

    6. Click the Edit icon under Dispositions and add all available dispositions.
    7. Click Save on the toolbar and close the queue.
    8. Close the Strategy page.

  6. Add dispositions to the default queue.
    1. Under the default domain and strategy, double-click Default Alert Queue to open it.
    2. Add all the dispositions to the queue.
    3. Save and close the page.


SAS® Visual Investigator: Building the Interface
Lesson 06, Section 3 Demo: Creating a Primary Scenario


This demonstration illustrates how to create a new flow and included scenarios.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. Navigate to the Alerts tab and select Flows on the toolbar.

  3. Create a new flow.
    1. Click New Flow on the toolbar.
    2. Enter Monthly Flow in the Name field.
    3. Select the box next to the txn table.
    4. Click Load Data Source in the pop-up window.
    5. Click Save.

  4. Create an aggregation scenario.
    1. Click New on the toolbar and select Aggregation scenario.
    2. In the Name field, enter Cash Credits.
    3. Note: The Actionable entity and Scenario-fired entity default to Account.

    4. Click Add.
    5. Select the box for Use rolling aggregation.
    6. Select date_key from the Date and time field drop-down list.
    7. Verify that Day is the lookback unit.

  5. Create two aggregations.
    1. Click the Aggregations tab.
    2. Click New to add a new column.
      1. Click Edit name to rename the column int.
      2. In the Column to Aggregate drop-down list, select int_acct.
      3. In the Metric drop-down list, select Max.
    3. Click New to add a new column.
      1. Click the Edit icon to rename the column cash_cr.
      2. In the Column to Aggregate drop-down list, select amount.
      3. In the Metric drop-down list, select Sum.
      4. Click Add Conditions.
        1. For Include rows that match, select primary_medium in the left section and Cash in the right section.
        2. Click the plus sign to add a new AND condition.
        3. For Include rows that match, select cdi in the left section and C in the right section.

  6. Create a rule.
    1. Click the Rule tab.
    2. On the first rule:
      1. For int, select > for the condition, enter 0 in the value field, and click OK.
      2. For cash_cr, select > for the condition, enter 10000.00 in the value field, and click OK.
      3. From the Queue drop-down list, select International_Alert_Queue.
      4. Enter 100 in the Score field.
      5. Enter "Cash Credits" in the Message field.
    3. Click the Duplicate icon to add a new rule.
    4. On the second rule:
      1. For int, change the condition to = and click OK.
      2. Change Queue to Domestic_Alert_Queue
    5. Click the Save icon on the toolbar.

  7. Validate the flow
    1. Click the More Options icon and select Validate the flow from the drop-down menu.
    2. If no errors were found, click Close in the window and continue.

  8. Publish the flow.
    1. Click View Published Versions on the toolbar to view the published versions of the flow.
    2. Click New Version to publish a new version of the flow and then click Publish.

  9. Run the flow.
    1. Click the Play button to run the flow.
    2. Click Run.

  10. View the job.
    1. Close the Monthly Flow page.
    2. Click Jobs on the menu bar.
    3. Examine the currently running job and expand it to view the flow name.

  11. View the alerts.
    1. When the job has completed, return to the user interface.
    2. Click Alerts on the menu bar.
    3. Select Domestic Alerts Strategy from the Visual Investigator Domain drop-down menu. There are 43 alerts.
    4. Select International Alert Strategy from the Visual Investigator Domain drop-down menu. There is one alert.

SAS® Visual Investigator: Building the Interface
Lesson 06, Section 3 Demo: Using Summary Statistics


This demonstration illustrates how to add a summary scenario to a flow.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. Navigate to the Alerts tab and select Flows on the toolbar.

  3. Duplicate Monthly Flow and rename the flow Summary Flow.

  4. Test the aggregation scenario Cash Credits. How many account hits are there? How many input records are there? How many output record hits?

  5. Add a summary scenario to generate alerts only above a certain score threshold.
    1. Click New on the toolbar and then select Summary scenario > Account from the drop-down menu.
    2. Create a new aggregation
      1. Click the Score Aggregation tab.
      2. Click New and change the aggregation name to score_total.
      3. For column to aggregate, select Score.
      4. For the metric, select Sum.
    3. Create a rule stating that if the total score exceeds 500, an alerting event is generated with a score of 800 with the queue recommendation Default Alert Queue.
      1. Navigate to the Rules tab.
      2. Select the score_total aggregation cell in the rule definition table, and set it so that the expression reads If score_total > 500. Click OK.
      3. Set Score to 800.
      4. For the message, enter "scores exceeded 500 threshold". Click OK.
      5. Set the queue to Default Alert Queue.
    4. Review the Output tab.
      1. Navigate to the Output tab.
      2. Ensure that the box next to "Generate an alert on the "Account" object" is selected.

  6. Save and test the summary scenario. Review the input and output records. Return to the Cash Credits scenario and its Test Results tab if needed to compare.
    1. Click Save.
    2. Click the Test Scenario button on the toolbar.
    3. Click Test. Review the account hits, input records, and output records. There are 15 account hits, 44 input records, and 15 output records.
    4. Click Cash Credits scenario and its Test Results tab. Review the account hits, input records, and output records. There are 44 account hits, 89,556 input records, and 11,484 output records.

  7. Save, but do not run, the summary flow.

Lesson 08


SAS® Visual Investigator: Building the Interface
Lesson 08, Section 1 Demo: Creating Mobile Page Templates


In this demonstration, we create mobile page templates in order to use Mobile Investigator.In this demonstration, we create mobile page templates in order to use Mobile Investigator.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password. Access the administrative interface.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. Navigate to the Pages page.

  3. Create a mobile version of the Home page.
    1. Select Mobile Page Templates from the toolbar.
    2. Select Homepage from the list and double-click it to open it in page builder.
    3. Notice the limited controls available for the Home page compared to the desktop Home page.
    4. Drag Create Button to the top of the canvas.
    5. Drag Search Button underneath the Create button.
    6. In the properties pane on the right, rename the button Search All.
    7. Click Save, and close the page.

  4. Edit the automatically created mobile version of the Account page.
    1. If needed, navigate to the Pages page and select Mobile Page Templates from the toolbar.
    2. Double click account-Mobile-pane to open it.
    3. Examine the automatically created page and the available controls.
    4. Delete the group box with all fields, leaving the group box titled Account. Rename it Account Information.
    5. Add the following fields to the Account group box:
      1. Account Number
      2. Account Name
      3. Account Type Desc.
      4. Account Status Desc.
    6. Click Save and close the page.

  5. Define an image category for the Demo Investigation entity.
    1. Navigate to the Data Objects page and double-click the Demo Investigation entity to open it.
    2. Under the Image Categories heading, click Add Image Category.
    3. For the name and label, enter Evidence.
    4. Under Details heading, select the checkbox next to Enable offline creation in SAS Mobile Investigator.
    5. Save and close the entity.

  6. Create a mobile version of the Investigation entity.
    1. Return to the Pages page and select Mobile Page Templates from the toolbar.
    2. Click New Page.
      1. For Data source, select Demo Investigation.
      2. Name the page investigation-mobile.
      3. Save and close the Demo Investigation entity page.
    3. Drag a group box to the canvas and retitle it Investigation Summary.
    4. Add the following fields to the Investigation Summary group box:
      1. Investigation Name
      2. Created By
      3. Date-Time Created
      4. Last Modified Date-Time
      5. Status
    5. Drag an Image control onto the canvas below the group box.
      1. Select Evidence for the Image category.
    6. Save and close the page.

  7. Create a mobile context for the Demo Investigation entity.
    1. Navigate to the Data Objects page and double-click Demo Investigation to open it.
    2. Click the Pages and Toolbar tab.
    3. Select Mobile from the slider in the top left.
    4. Under Page Associations, select the Create context. Click Select page and select investigation-mobile from the drop-down menu.
    5. Click the More options icon and select Assign page to remaining contexts from the drop-down menu.
    6. Under Actions, configure the mobile toolbar for the entity, adding the following items:
      1. Edit and Save
      2. Start Workflow
      3. Update Workflow Task
    7. Save and close the entity

  8. Add the Demo Investigation entity to the Create button on the Home page.
    1. Navigate to the Pages page and select Mobile Page Templates from the toolbar.
    2. Double-click Homepage to open the mobile Home page created earlier.
    3. Select Create Button.
    4. In the properties panel on the right, select Demo Investigation from the entity drop-down.
    5. Notice that the “Create” button is automatically renamed New Demo Investigation on the canvas. Also, the entity icon appears.
    6. Save and close the page.


SAS® Visual Investigator: Building the Interface
Lesson 08, Section 2 Demo: Using Mobile Investigator


This demonstration shows Mobile Investigator from a user perspective. It includes performing a search and creating objects in offline mode.

Note: This demonstration is performed on a mobile device using SAS Mobile Investigator, which requires a separate license. You cannot perform this demo in the practice environment.

  1. Sign into the Visual Investigator application using the following specifications:
    1. Use inv1 for the user ID.
    2. Use Student1 for the password.
    3. Use demovib.linux-server-name as the server.
    4. Leave the port blank.
    5. Clear the checkbox for Secure Connection.

  2. Explore the application.
    1. Review the Home page that we designed earlier.
    2. Tap the circled user icon in the top right and read the menu. The menu includes Home, Offline Drafts, and Reload.
    3. Tap the bell icon on the toolbar. This displays the Tasks page. There are no workflow tasks available to this user currently.

  3. Perform a search.
    1. Return to the Home page via the menu selection or the back arrow.
    2. Tap the Search All button.
    3. Review the results.
    4. Tap the three dots and then tap filter results.
    5. Select Demo Investigation and then Apply to narrow the results.

  4. Add an image to an object.
    1. Select New Investigation.
    2. Tap the Edit icon.
    3. Scroll to the bottom of the page, and tap the plus sign next to the Evidence1 image control.
    4. Select Take Photo.
    5. Take a photo. Enter any text for the image description and then tap Upload.
    6. After the photo is uploaded, tap Save.
    7. In the pop-up window that indicates that the object has been updated, tap OK.

  5. Return to the Home page.

  6. Close the Mobile Investigator app.

Lesson 09


SAS® Visual Investigator: Building the Interface
Lesson 09, Section 0 Demo: Creating and Using Reference Data


This demo illustrates creating and using reference data.

  1. Sign in to the demovib tenant as viadmin, using Student1 as the password, and open a second browser tab with the administrator interface.
    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select demovib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the Assumable Groups message, click Yes.
    5. In the top left corner of the application bar, click the application switcher.
    6. Right-click Manage SAS Visual Investigator and select Open link in a new tab.
    7. Close the applications menu and click the browser tab with the administrator interface.

  2. Create reference data.
    1. If needed, click Data Objects on the menu bar.
    2. Click Reference Data on the toolbar.
    3. Click New Reference Data.
    4. Select List from the drop-down menu.
    5. Under List Properties, enter Investigation_Type for the Name and Label fields.
    6. Under Reference Data, click New list item to add code and reference value pairs to the table.

      1. Enter the following pairs of codes and reference values:
      2. Code Reference Value
        A Accounting Fraud
        DD Demand Draft
        F Forgery
        CK Check Kiting
        ATM ATM Fraud
        WT Wire Transfer fraud

      3. Click the Save icon and close the page.

  3. Create a new field on the Demo Investigation entity.
    1. Click the Data Objects tab on the menu bar.
    2. Double-click the Demo Investigation entity.
    3. Click Fields.
    4. Click INSERT TOOLTIP HERE to create a new field. Modify the following in the Field Properties pop-up window:
      1. Name, Column name, and Label: Investigation_Type
      2. Data type: Reference Data
      3. Select Investigation Type from the Reference Data drop-down list.
      4. Click OK.
    5. Save and re-index the Demo Investigation entity.

  4. Add the new field, Demo Investigation page.
    1. Click Pages on the menu bar.
    2. Double-click the Demo Investigation page.
    3. Under Controls, locate Drop-down list and drag it to the bottom of the canvas.
    4. In the properties pane on the right, under Data Source, select Investigation Type from the drop-down menu.
    5. Save and close the page.

  5. Sign out as viadmin.
  6. Sign in as inv1 with password Student1.
  7. View the new Demo Investigation page.
    1. Click the browser tab with the user interface.
    2. On the Home page, under New, click Demo Investigation.
    3. Enter Reference Investigation and select a type.
    4. Perform a search for Reference Investigation.
    5. Open Reference Investigation to verify that the type list is editable.