---
sourceDocument: Brazil Security Management
sourceDocumentLink: https://www.servicenow.com/docs/r/security-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Security Management

ft:clusterId :

    - security

bundleId :

    - security

workflow :

    - Technology


---

# Rollup example use case implementation for a Security Case

# Rollup example use case implementation for a Security Case {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The following steps explain an example use case on how to add support to
link/propose/promote to Major Security Incident for a Security Case table.  
* [Step 1. Create linked record configuration for a Security Case](https://www.servicenow.com/docs/39uyXEWPWPlUQVaD9PbR8Q "Create a Linked Record configuration for a Security Case.")
* [Step 2. Create a view for modal window for a Security Case](https://www.servicenow.com/docs/3471YUJEimqqziPyS0CChg "Create a view for modal window for a Security Case.")
* [Step 3. Create UI actions for the Source Table for a Security Case](https://www.servicenow.com/docs/~kl8QbQT2wif6mCUCaucEQ "Create UI actions for the source table for a Security Case.")
* [Step 4. Create a view for a new Linked Record Tab for a Security Case](https://www.servicenow.com/docs/XMxT4veapP9myVeLxw3ldA "Customize the List layout for a Security Case table when it is displayed on the Link Records page with the Major Security Incident Management workspace.")
* [Step 5. Add Access Control Lists (ACLs) for Major Security Incident Management workspace users](https://www.servicenow.com/docs/i~w3_ArLI~4PX_2WoQllnw "Add Access Control Lists (ACLs) for Major Security Incident Management workspace users.")
* [Step 6. Create business rules for a Security Case](https://www.servicenow.com/docs/9ifjhlYnBebD6GBSbUOsGQ "Create required business rules for a Security Case.")
* [Step 7. Create rollup record configurations](https://www.servicenow.com/docs/4ulmIHV8BLKq7gPSiIdK8w#create-rollup-record-configurations "Create rollup record configuration to link and unlink additional records to MSI.")
{#use-case-for-a-security-case__ul_nnl_cfh_35b}
* **[Step 1. Create linked record configuration for a Security Case](https://www.servicenow.com/docs/39uyXEWPWPlUQVaD9PbR8Q)**   
  Create a Linked Record configuration for a Security Case.
* **[Step 2. Create a view for modal window for a Security Case](https://www.servicenow.com/docs/3471YUJEimqqziPyS0CChg)**   
  Create a view for modal window for a Security Case.
* **[Step 3. Create UI actions for the Source Table for a Security Case](https://www.servicenow.com/docs/~kl8QbQT2wif6mCUCaucEQ)**   
  Create UI actions for the source table for a Security Case.
* **[Step 4. Create a view for a new Linked Record Tab for a Security Case](https://www.servicenow.com/docs/XMxT4veapP9myVeLxw3ldA)**   
  Customize the List layout for a Security Case table when it is displayed on the Link Records page with the Major Security Incident Management workspace.
* **[Step 5. Add Access Control Lists (ACLs) for Major Security Incident Management workspace users](https://www.servicenow.com/docs/i~w3_ArLI~4PX_2WoQllnw)**   
  Add Access Control Lists (ACLs) for Major Security Incident Management workspace users.
* **[Step 6. Create business rules for a Security Case](https://www.servicenow.com/docs/9ifjhlYnBebD6GBSbUOsGQ)**   
  Create required business rules for a Security Case.
* **[Step 7. Create rollup record configurations](https://www.servicenow.com/docs/4ulmIHV8BLKq7gPSiIdK8w#create-rollup-record-configurations)**   
  Create rollup record configuration to link and unlink additional records to MSI.

**Related concepts**   

* [Configure Linked Records in Major Security Incident Management](https://www.servicenow.com/docs/11BpTmcUxow_w5ENLoVrBA "Use Linked Records Configuration to store the information of task tables that can be used to link/promote/propose to Major Security Incident.")
* [Configure Rollup Records in Major Security Incident Management](https://www.servicenow.com/docs/L3TWBaK3_9XZFXaTU5unMw "Configure Roll up records in Major Security Incident Management to control the information, which will be rolled up when the source record is linked/proposed/promoted as Major Security Incidents.")
* [Configure List Layout in Major Security Incident Management](https://www.servicenow.com/docs/dNP10~dUK_Dr_1A6u6QQqg "Configure list layout to customize the layout and labels used in Major Security Incident Management workspace such as Incident Impact, Linked Records, and Threat Intelligence tabs.")
* [Perform on demand atomic rollup](https://www.servicenow.com/docs/3QAKf3XYrJEAyNxhXrFYhA "Rollup framework cannot handle updates to the existing linked records. In such cases, on demand atomic rollup should happen for linked records, which can be achieved via business rules.")