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

Critical
failed funding
Tanaka Family
Tier A
WGAt-Risk1Y
Jordan Ellis
due 2026-05-04
opened 11d ago
AI recommendation: Verify funding source; confirm ABA/account #; offer wire alternative.· service expectation: Personal advisor touch ≤14d · proactive outreach on any signal
Critical
failed funding
Albrecht Family
Tier C
At-Risk1Y
Liam O'Brien
due 2026-05-05
opened 13d ago
AI recommendation: Verify funding source; confirm ABA/account #; offer wire alternative.· service expectation: Digital cadence + advisor touch on milestone events
Critical
failed funding
Falk Household
Tier C
At-Risk1Y
Jordan Ellis
due 2026-05-06
opened 10d ago
AI recommendation: Verify funding source; confirm ABA/account #; offer wire alternative.· service expectation: Digital cadence + advisor touch on milestone events
Critical
failed funding
Mendoza Family
Tier C
At-Risk1Y
Lena Park
due 2026-05-09
opened 7d ago
AI recommendation: Verify funding source; confirm ABA/account #; offer wire alternative.· service expectation: Digital cadence + advisor touch on milestone events
Critical
failed funding
Bauer-Holm Household
Tier C
At-Risk1Y
Samir Patel
due 2026-05-14
opened 2d ago
AI recommendation: Verify funding source; confirm ABA/account #; offer wire alternative.· service expectation: Digital cadence + advisor touch on milestone events
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