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Assign an "inquiry" to review with Client Alert Decisioning

  • Environment:
  • EU
  • UAE
  • US

Client Alert Decisioning users with batch admin permissions have the ability to delegate an inquiry review to a user or groups within their organization.

Prerequisites

  • The firm must be configured for Client Alert Decisioning to view and use this workflow.

  • The user must possess Client Alert Decisioning batch admin permissions to assign or reassign inquiries to other users.

Assign or reassign an inquiry to review

  • Environment:
  • EU
  • UAE
  • US

To assign or reassign an inquiry to review to someone within your organization:

  1. Go to Grid > Review > Alert Decisioning > Assigned Reviews.

  2. Enter search criteria to quickly locate the inquiry to be reviewed.

  3. Select Assign to delegate decisioning ownership to a user or group.

  4. Select Reassign to delegate decisioning ownership to a different user or group.

  5. From the drop-down list, choose a user or group, and select Assign or Reassign.

Additional information

  • Environment:
  • EU
  • UAE
  • US