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

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

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

    Warum und wann dieser Vorgang ausgeführt wird

    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.

    Prozedur

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Select the lists icon (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. Wahlweise: In the Work notes field, enter any comments.
    8. Click Close.

    Ergebnisse

    • 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.