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
review overdue
Falk Household
Tier C
At-Risk1Y
Marcus Trent
due 2026-05-07
opened 10d ago
AI recommendation: Book review within 5 business days; auto-pre-populate agenda from portal.· service expectation: Digital cadence + advisor touch on milestone events