| Stage | Analyze |
| Node | Responses |
The Read New Corr assignment is generated when a new email is received by the system.
How to complete the Read New Corr assignment
Click the Mark as Read button.
- Review the accountholder's message.
- Determine which action should be taken by making a selection under the Review Document Option drop-down:
- Documentation Accepted - This option satisfies the document requirement.
- Pend for Additional Required Documents - This option will prompt the agent to send a new outbound email to the accountholder.
- Proceed without Documents - Completes the assignment without satisfying any document requirement on the case.
- The assignment can be transferred if needed:
Click the Other Actions button (ellipses).
- Select Transfer Assignment.
Select Work Queue from the Transfer to drop-down.
- Type the appropriate work queue per your firm in the Work Queue field
- Click the Apply button.
- Click the Process Actions button.
- Click the Apply button.
- Click the Process Actions button.