Assign an "inquiry" to review with Client Alert Decisioning
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
To assign or reassign an inquiry to review to someone within your organization:
Go to > > > .
Enter search criteria to quickly locate the inquiry to be reviewed.
Select to delegate decisioning ownership to a user or group.
Select to delegate decisioning ownership to a different user or group.
From the drop-down list, choose a user or group, and select or .