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All > Analytics: Your Centralized Risk Dashboard > Scatter Plot Of Book Level Exceptions

Scatter Plot Of Book Level Exceptions

1. All exceptions are outside the blue background

Scatter Plot Of Book Level Exceptions

2. You can switch to Accounts, Households or Prospects

Prospects

3. Hover on it to see a summary and then click on it.

Get a Summery

4. Go to the Compliance Notes tab

Compliance Notes tab

5. Select an action

Select an Section

6. Optionally type a note

Optionally type a note

7. Tag a team member with @Name

Tag a Team Member

8. Hit Save. If a team member is tagged in a note they will be notified of it by email.