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Review Generic Checks

Use this page when generic client checks or review items need triage.

Open Client Work

Generic checks appear as client work items that need review or resolution.

Client Work inbox with seeded and automation-created work items
Client Work inbox with seeded and automation-created work items

Resolve Or Route

Decide whether the item needs an answer, a document, a transaction update, or internal follow-up.

Client Work inbox with status and work item context
Client Work inbox with status and work item context

Check Before You Leave

Generic checks should not stay open without an owner and next step.

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