Field

Description

Select to edit the Assigned To Field. Only editable for Credit, legal, and Pricing requests.

TASK DETAILS

Customer

The Customer Name.

Customer ID

The Customer ID as assigned in Phoenix.

Reference Number

Systemically assigned unique ID for a COA.

Request Type

Displays the type of task:

• ACH/wire
• Booking
• Funding Review
• Credit Request
• HPIB Request
• Legal Request
• Pricing Request
• Flexi Fund

Task Status

Drop down menu that allows you to filter by the task status as follows:

• Open
• Completed
• Time Out: Currently Disabled. Defines specified days a task is not completed in.

Assigned To

The User ID the task was assigned to. Editable for credit, legal, and pricing requests.

Team

The CD Team the task was assigned to.

Workflow ID

System internal identification number.

Initiated On

Displays the creation date of the task.

Comments

Comments associated with the task. See Comments.