Exception Triage
Operational exceptions blocking the first-year experience. Sorted by severity, then due date.
Triage queue analyst
Prioritize today's top exceptions, recommend owners and next steps.
Severity
Type
Household
Tier / risk
Owner
Due / age
- Criticalfailed fundingTanaka FamilyTier AWGAt-Risk1YJordan Ellisdue 2026-05-04opened 11d agoAI recommendation: Walk household through portal wire flow live; confirm bank cutoff times.· service expectation: Personal advisor touch ≤14d · proactive outreach on any signal
- Criticalfailed fundingAlbrecht FamilyTier CAt-Risk1YLiam O'Briendue 2026-05-05opened 13d agoAI recommendation: Verify funding source; reconfirm ABA / account number and offer wire alternative.· service expectation: Digital cadence + advisor touch on milestone events
- Criticalfailed fundingFalk HouseholdTier CAt-Risk1YJordan Ellisdue 2026-05-06opened 10d agoAI recommendation: Re-issue funding instructions with a custodian-branded packet to reduce confusion.· service expectation: Digital cadence + advisor touch on milestone events
- Criticalfailed fundingMendoza FamilyTier CAt-Risk1YLena Parkdue 2026-05-09opened 7d agoAI recommendation: Re-issue funding instructions with a custodian-branded packet to reduce confusion.· service expectation: Digital cadence + advisor touch on milestone events
- Criticalfailed fundingLarsen-Holm HouseholdTier CAt-Risk1YSamir Pateldue 2026-05-14opened 2d agoAI recommendation: Re-issue funding instructions with a custodian-branded packet to reduce confusion.· service expectation: Digital cadence + advisor touch on milestone events