Manual Decisions

Overview

This guide covers processing manual review items in the Launchpad. When workflows generate Warning Facts requiring human judgment, they appear in department queues for review and decision.

Navigation: Launchpad (main menu)

The Launchpad Interface

The Launchpad is the central hub for manual review management, providing access to Warning Facts assigned to your department.

Centralized interface for managing manual review workflows

Queue Management

Three-View System

The Launchpad provides three operational views:

View	Purpose
All Items	Complete department workload visibility, priority assessment
To Be Assigned	Unassigned Warning Facts for self-assignment or supervisor assignment
Assigned to Me	Personal work queue with your assigned items

Individual reviewer's assigned work items

Assignment Process

Self-Assignment

1. Navigate to To Be Assigned view

2. Review available Subjects (ex. Participant, Gurantor) or Objects (ex. Collateral, Application) with Warning Facts

3. Select Subject/ Object to work on

4. Click Assign to Me

5. Item moves to your personal queue

Supervisor Assignment

1. Navigate to To Be Assigned or All Items view

2. Select Subjects (ex. Participant, Gurantor) or Objects (ex. Collateral, Application) with Warning Facts

3. Click Assign

4. Select team member from dropdown

5. Confirm assignment

Drop Assignement Action

If you cannot complete a Warning Fact:

1. Navigate to your personal queue

2. Select Subjects (ex. Participant, Gurantor) or Objects (ex. Collateral, Application) with Warning Facts

3. Click Drop Assignement

4. Item returns to unassigned queue for another user

Processing Warning Facts

Review Interface

Detailed review interface with full context

The review interface provides:

• Warning Fact details and context

• Application/participant information

• Associated documents

• Decision options

Making Decisions

Approval Process

Form-driven approval process

Steps:

1. Review warning details and context

2. Complete any required form fields

3. Click Approve

4. Enter required comments

5. Confirm decision

Approval characteristics:

• Allows process to continue despite the warning

• Can be reversed while other Warning Facts are pending

• Updates participant profile if forms were completed

• Creates complete audit trail

Decline Process

Structured decline with reason selection

Steps:

1. Review warning details

2. Click Decline

3. Select decline reason from catalog

4. Enter required comments

5. Confirm decision

Decline characteristics:

• Uses predefined reason catalog

• Affects the entire application

• Cannot be reversed

• Triggers adverse action processes

Form Completion

When Warning Facts include forms:

1. Form displays during resolution

2. Complete all required fields

3. Data validates according to form rules

4. Submit form as part of approval

5. Data updates participant/asset profile

Multi-Department Coordination

Parallel Processing

Multiple departments may have Warning Facts for the same application:

Cross-department warning visibility

Coordination rules:

• Each department handles their Warning Facts independently

• Any department decline results in application decline

• All Warning Facts must be resolved for approval

• Real-time status synchronization across departments

Viewing Other Department Status

Status	Meaning
Pending	Awaiting resolution
Approved	Resolved with approval
Declined	Resolved with decline (application declined)

Clear status tracking with reversal options

Work Reassignment

Reassignment Options

• Another user can self-assign dropped items

• Supervisors can reassign to different team members

• Previous decisions visible to new assignees

• Approval decisions can be reversed by new assignee

• Decline decisions remain permanent

Reversing Approvals

Approved Warning Facts can be reversed if:

• Other department Warning Facts remain unresolved

• You have appropriate permissions

• Application not yet finalized

• The Subject/ Object was not declined

Steps:

1. Navigate to the approved Warning Fact

2. Click Reverse Decision

3. Warning Fact returns to pending status

Declined Applications

Complete view of declined applications

When an application is declined:

• All Warning Facts show declined status

• Application cannot proceed

• Adverse action process triggers

• Complete audit trail maintained

Common Scenarios

Income Verification Review

1. Warning Fact: "Income Verification Required"

2. Review submitted income documents

3. Complete income verification form

4. Enter verified income amount

5. Approve or decline based on findings

Credit Exception Review

1. Warning Fact: "Credit Score Below Threshold"

2. Review credit report details

3. Assess compensating factors

4. Complete exception form with justification

5. Approve exception or decline application

Documentation Issue

1. Warning Fact: "Documentation Incomplete"

2. Review submitted documents

3. Identify missing items

4. Request additional documents or decline if unavailable

Best Practices

For Reviewers

• Process Warning Facts in priority order

• Complete all form fields accurately

• Document decision rationale clearly

• Escalate complex cases to supervisors

For Supervisors

• Monitor department queue regularly

• Balance workload across team members

• Track aging unassigned items

• Review decision quality periodically

Troubleshooting

Warning Fact Not Visible

Possible causes:

• Not assigned to correct department

• Warning Fact already resolved

• Filter settings hiding items

Resolution: Check department assignment, clear filters, verify Warning Fact status.

Cannot Complete Form

Possible causes:

• Required fields not completed

• Validation errors

• Form not properly loaded

Resolution: Complete all required fields, check validation messages, refresh page.

Cannot Decline

Possible causes:

• Decline reasons not configured

• Missing required comments

• Permission restrictions

Resolution: Verify decline reason catalog, enter required comments, check permissions.

Related Configuration

• Warning & Alert Configuration (Setup)

• Form Builder (Setup)

• Catalogs (Setup)

Related Topics

• Applications - Application management

• Participants - Participant management

• Documents - Document management

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For additional support, consult your supervisor or system administrator.