We may ask you to provide us: (1) your first and last name, email address, home address, phone number, driver’s license number, credit and debit card numbers, checking account numbers, date of birth or other information that could reasonably be used to identify you personally (hereinafter...
Case and task ownership Named case workers, delegates tasks and detailed reporting. Set a named case worker for every case in your workflow, then assign manual and process-generated tasks to progress each case to conclusion. This is compliance and customer service in action – flagging up small...