Legal Investigations reference

reference australia Updated Sep 10, 2026 1 min read legal-investigations-reference.md
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Reference topics provide additional information about the lists and forms that you use in Legal Investigations.

  • Components installed with Legal Investigations
    Several types of components are installed with activation of the Legal Investigations application, including tables, user roles, and scheduled jobs.
  • Record producers for legal investigations
    A record producer helps you set up an intake form containing fields that a requester has to fill in and initiate a request.
  • Ethics complaints intake form
    Employees can use the Ethics Complaints intake form to report an ethics violation incident.
  • Ethics complaints intake form in the Anonymous Report Center portal
    Employees can use the Ethics Complaints intake form in the Anonymous Report Center (ARC) portal to report an ethics violation incident. Different sets of fields appear on the form based on the active record producers.
  • Involved Party form
    Legal fulfillers or matter owners can use the Involved Party form to add or modify an involved party in a legal request or legal matter assigned to them.
  • Legal Matter Task form for legal investigations
    Matter owners can use the Legal Matter Task form for adding task type of Documents, Recommended Actions, and Interviews as part of the legal investigation.
  • Data mapping fields
    Data mapping of tables is necessary when ethics matter is transferred by the legal fulfiller to HR and an HR Employee Relations case is transferred to the Legal department.

Parent Topic:Legal Investigations

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