Account onboarding landing page

Get real-time visibility into your onboarding cases and track your onboarding tasks.

As a onboarding agent (sn_acct_lc_agent), you can use this page to quickly scan and prioritize their onboarding cases and tasks. The following score cards with real-time data are displayed:

• My active onboarding cases: Number of active onboarding cases assigned to you.
• Not updated in >3d cases: Active cases that have not been updated in more than 3 days and are not in a Closed or Canceled state.
• Active onboarding tasks: The total number of onboarding tasks across all active onboarding cases which are not in a Closed or Canceled state.
• Overdue onboarding tasks: Number of case tasks that are currently overdue and have passed the due date.
• Active risk signals: Risk signals associated with all active or new onboarding cases.

For each of the cards, historical data trend for the last 3 months is also displayed.

Select a score card to view a list of records that match the appropriate filter condition. You can drill down to the record page of the case, task, or risk signal to view additional details.

Parent Topic:Account onboarding