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External Fee Review

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Description

This assignment prompts the user to review and refund any applicable fees in an external system.

Details

Manual Review Fee

This action prompts the user to review and refund any applicable fees in an external system and attest that all necessary actions were completed.

SLA

None

Work QueueReviewFee
Work Group

Exception

StageAnalyze
NodeFees

The External Fee Review assignment prompts an analyst to review and refund any applicable fees in their firm's external system and attest that all necessary actions were completed.

How to complete the External Fee Review assignment

  1. Click the Manual Review Fee button.

  2. Review the fee presented in QFD. Using your firm's external system, complete the required action.

  3. Return to QFD and check the box next to "I confirm all necessary steps have been taken."

  4. Click the Apply button. 

  5. Click the Process Actions button. 


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