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
- Mediummissing documentsFalk HouseholdTier CAt-Risk1YJordan Ellisdue 2026-05-03opened 14d agoAI recommendation: Re-send DocuSign with personal note; escalate to advisor if no response in 48h.· service expectation: Digital cadence + advisor touch on milestone events
- Mediummissing documentsBauer HouseholdTier CAt-Risk1YMarcus Trentdue 2026-05-04opened 11d agoAI recommendation: Re-send DocuSign with personal note; escalate to advisor if no response in 48h.· service expectation: Digital cadence + advisor touch on milestone events
- Mediummissing documentsGreco HouseholdTier BAt-Risk1YDiana Volkovdue 2026-05-05opened 11d agoAI recommendation: Re-send DocuSign with personal note; escalate to advisor if no response in 48h.· service expectation: Advisor touch within 60 days · review within 120 days
- Mediummissing documentsBauer HouseholdTier CAt-Risk1YMarcus Trentdue 2026-05-06opened 14d agoAI recommendation: Re-send DocuSign with personal note; escalate to advisor if no response in 48h.· service expectation: Digital cadence + advisor touch on milestone events
- Mediummissing documentsReyes TrustTier AWGAt-Risk1YMarcus Trentdue 2026-05-13opened 2d agoAI recommendation: Re-send DocuSign with personal note; escalate to advisor if no response in 48h.· service expectation: Personal advisor touch ≤14d · proactive outreach on any signal