Exception Triage

Operational exceptions blocking the first-year experience. Sorted by severity, then due date.

All types missing documents stalled transfer overdue contact low engagement failed funding review overdue

Triage queue analyst

Prioritize today's top exceptions, recommend owners and next steps.

Severity

Type

Household

Tier / risk

Owner

Due / age

High
failed funding
Bauer-Holm Household
Tier C
At-Risk1Y
Sarah K.
due 2026-05-02
opened 17d ago
AI recommendation: Verify funding source; confirm ABA/account #; offer wire alternative.· service expectation: Digital cadence + advisor touch on milestone events
High
failed funding
Nakamura Household
Tier B
At-Risk1Y
Samir Patel
due 2026-05-08
opened 13d ago
AI recommendation: Verify funding source; confirm ABA/account #; offer wire alternative.· service expectation: Advisor touch within 60 days · review within 120 days