Stream Phase3 Workflow for ACATS
Stream Phase3 Workflow for ACATS provides
real-time, automated customer account transfer functionality. Delivered in an ASP environment, Stream Phase3 Workflow for ACATS helps
simplify operations, provides up-to-date information for reliable decision-making, and
automates the customer account transfer lifecycle.
Features
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Automatically distributes work to processors, team leads and managers
- Provides a structured work process that follows the lifecycle for ACAT transfers
- Features account transfer life cycle tracking and an audit trail
- Offers standardized correspondence and document management
- Provides a dashboard view of status of all open ACATS
Benefits
- Increases transparency, supervisory oversight, audit and control over the entire customer account transfer process
- Helps improve operational efficiency through automation and standardized business rules, which eliminate manual work, duplicate data entry, and checklists and paper-based tickler files
- Enables supervisors to manage work based on time-critical dependencies and NSCC timeframes, departmental priorities and available resources
- Simplifies and automates traditional models of communication with stakeholders