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
- Mediumreview overdueJoly TrustTier AWGAt-Risk1YMarcus Trentdue 2026-05-04opened 18d agoAI recommendation: Bundle with the next service touchpoint and send a single combined invite.· service expectation: Personal advisor touch ≤14d · proactive outreach on any signal