Skip to content

Bulk categorizing exceptions for all documents of a certain type

Question: 
What is the potential benefit of bulk categorizing exceptions for a specific type of document?
Answer: 

Bulk categorizing a financial institution’s exceptions by document type can enable enhanced exception reporting with less manual effort. For example, a financial institution might apply a category to all missing insurance documents in its exception tracking system, thereby making it easier to identify relationships requiring updated insurance documentation.

Continue reading about categorizing exceptions.

Vendor: 

Alogent provides proven, end-to-end check payment processing, digital, online, and mobile banking, and enterprise content and information management platforms to financial institutions. Our unique approach spans the complete transaction ecosystem —capturing and digitizing transaction data, exception tracking, and automating entire transaction and loan management workflows so that information is available across the enterprise.
www.alogent.com

marketing@alogent.com
+1-678-966-0844

First published on 11/03/2024

Filed under: 
Filed under lending as: 

Search Topics