Work on a document task to verify documents for a deposit case

Work on a document task to verify inbound documents that are needed for a deposit service case.

Before you begin

Role required:

• For a business deposit service case: sn_bom_document.b2b_agent
• For a personal deposit service case: sn_bom_document.b2c_agent

About this task

The Document Management Service determines which documents are required in a workflow. If any documents must be collected from the customer, a task is automatically generated for a document agent. The task is assigned to the document service team or a document agent based on the assignment rules.

Procedure

1. Navigate to All > Financial Services Operations > Workspace.
2. Select the lists icon ().
3. In the Lists tab, under Document Service, open the task list.
   • For your assigned tasks, click Assigned to me.
   • For all document tasks, click All.
4. In the list, select which case you want to work on.
   If you want to work on a case that isn't assigned to you yet, you can assign it to yourself by selecting Assign to me.
5. In the Inbound Documents tab, choose a document.
6. Once the document has been reviewed, click Verify.
7. Optional: In the Work notes field, enter any comments.
8. Click Close.

Result

• The document task moves to the Closed Complete state.
• In the parent deposit case, the Verify documents stage in the case playbook shows as complete and the case moves to the next stage.