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

Medium
low engagement
Zhao Household
Tier C
At-Risk1Y
Lena Park
due 2026-05-06
opened 14d ago
AI recommendation: Trigger re-engagement email + advisor outreach call; consider plan refresh.· service expectation: Digital cadence + advisor touch on milestone events