EverBright Compliance and Bug Holds
- Rafael Gonzalez
- Deanna Collia
Background: As EverBright grows the size of our business, Our Compliance and Deal Processing Teams requires the ability to identify, review, and render a decision on potential fraudulent jobs.
As a result; The Compliance Team would like to trigger a “flag” on jobs meeting certain fraud/risk criteria and keep them from being approved or actioned on by DP.
Therefore; this new feature will enable us to put a Hold on specific workflows to block actions by the Installer and prevent unwanted approvals and payments.
Please DO NOT redirect Reps with their Organizations or Installers since they will not be able to take any action
Avoid sharing additional information regarding the hold/block in the account with Sales Reps/installers
FAQ:
What are the Two Types of Holds that can be set?
Compliance Hold |
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Bug Hold |
Example: Incorrect metric in a contract that we need the customer to re-sign, but don't want them to get M3 approved where re-signs become very difficult |
What is the customer impact/experience?
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