WI-598713-08DEC15 Work Manager Suspended    30 days old

This New Account Opening / Non-Retirement task in the One Day Queue was last updated by Craig WilsononJan 14, 2015 - 4:07pm. The current status is NIGO. The last event to occur on this work item wasNote Added.
View admin layout   
View admin layout   

PARTIES 2


ORIG

Neo Smith

134 East 200S. Suite A|Salt Lake City, UT 84111|(800) 569-8974
Account Number: |Customer ID: |Organization:

DGUA

David A. Johnson

134 East 200S. Suite A|Salt Lake City, UT 84111|(800) 569-8974
Account Number: |Customer ID: |Organization:

 

View Admin Layout
  

PARTIES 2


ORIG 2

 

Multi Doc Upload

 

 

Drag Files Here

or

 

 

 

 

 

 

Name Type Size Ocr Status  
image.png png 67.4 KB  
test.docx doc 56 KB  
image.jpg jpg 123 KB  

Document information

Upload Cancel  

 

profile-picture profile-picture
Director, Virtual Reality
XTRAC BG | XTRAC BU (XTR)
Wed. 6:36 PM | 8-537-4100
Trinity Smith

Sed venenatis dui non blandit semper. Proin sed ullamcorper arcu, et ullamcorper mauris. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Nullam vitae efficitur urna. Integer vitae mi commodo, porttitor nulla vitae, sollicitudin eros. Proin eu tempus tortor, vitae bibendum est. Nam placerat hendrerit rhoncus. Ut finibus, orci ut euismod gravida, felis elit lobortis purus, eget bibendum tortor sapien sit amet turpis. Integer porttitor ligula ac felis imperdiet volutpat. Praesent sit amet libero id eros convallis fringilla tempus vitae est. Quisque gravida maximus rhoncus. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec eget felis dictum, aliquam nunc vitae, pharetra dolor. Aenean sapien erat, molestie sit amet faucibus non, pharetra a dui. Aenean ut venenatis dolor, et volutpat odio. Nam ultrices gravida ligula sed porta.

Event: Linked Work Item | Wed. August 31, 2016 | 08:30 AM
profile-picture

   
Craig Wilson

Sed venenatis dui non blandit semper. Proin sed ullamcorper arcu, et ullamcorper mauris. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Nullam vitae efficitur urna. Integer vitae mi commodo, porttitor nulla vitae, sollicitudin eros. Proin eu tempus tortor, vitae bibendum est. Nam placerat hendrerit rhoncus. Ut finibus, orci ut euismod gravida, felis elit lobortis purus, eget bibendum tortor sapien sit amet turpis. Integer porttitor ligula ac felis imperdiet volutpat. Praesent sit amet libero id eros convallis fringilla tempus vitae est. Quisque gravida maximus rhoncus. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec eget felis dictum, aliquam nunc vitae, pharetra dolor. Aenean sapien erat, molestie sit amet faucibus non, pharetra a dui. Aenean ut venenatis dolor, et volutpat odio. Nam ultrices gravida ligula sed porta.

Event: Linked Work Item | Mon. September 10, 2016 | 11:30 AM

 

Export to Excel


  1. profile-picture Mar 1, 2016 12:59 PM
    Node: Value Queue: Value Event: Value Type: Value Subtype: Value
    Status: Value Status: Value Memo: Value Split: Value Suspend: Value
    Memo: This is a complete memo and has many characters long, super long...
  2. profile-picture Mar 1, 2016 08:35 AM

    Node: Value Queue: Value Event: Value Type: Value Subtype: Value
    Status: Value Status: Value Memo: Value Split: Value Suspend: Value
    Memo: This is a complete memo and has many characters long, super long...
  3. Mar 1, 2016 08:35 AM
    Node: Value Queue: Value Event: Value Type: Value Subtype: Value
    Status: Value Status: Value Memo: Value Split: Value Suspend: Value
    Memo: This is a complete memo and has many characters long, super long...

 

Search for work item to link

Search results 7

Something went wrong, work item(s) WI-123456-17JUN12 did not link
This work item cannot be linked. It is Locked by Kris Fowler
Work item number Link type Description Item type Subtype Status Delete
Account maintenance Margin agreement Response received
Retirement distribution NIGO
Retirement distribution IGO
Account maintenance Margin agreement NIGO
Account maintenance Margin agreement Archived
3 of 7 selected
Show more Link selected Cancel

Linked work items 5

Work item number Link type Description Item type Subtype Status Delete
WI-234581-01JAN16 Document Linked to beneficiary information Account maintenance Margin agreement Response received
WI-123456-07DEC18 Document Linked to related work item Retirement distribution NIGO
WI-123456-07OCT22 Document Linked to related work item Retirement distribution IGO
WI-123456-07OCT22 Document Linked to related work item Account maintenance Margin agreement NIGO
WI-123456-07OCT22 Document Linked to related work item Account maintenance Margin agreement Archived

 

Matching ACT#

Work Item # Last Name Item Type Subtype Status Relationship Description
WI-234581-01JAN16 Smith DSPLT1 TOA NIGO Split Related to WI-123456-03DEC16
WI-123456-07DEC18 Jones DSPLT1 Transferred to Operations Work Item Related to customers beneficiaries
WI-123456-07OCT22 Brown DSPLT1 Default Closed Document Related to WI-123456-07DEC18

Matching ID/SSN

Work Item # Last Name Item Type Subtype Status Relationship Description
WI-234581-01JAN16 Smith DSPLT1 TOA NIGO Split Related to WI-123456-03DEC16
WI-123456-07DEC18 Jones DSPLT1 Transferred to Operations Work Item Related to customers beneficiaries
WI-123456-07OCT22 Brown DSPLT1 Default Closed Document Related to WI-123456-07DEC18