MX Connect Ideas

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As an Underwriter, I would like an underwriting queue will automatically disburse merchant accounts to underwriters as the accounts come in on a rotating basis.

This would only be used in the case where the Vortex automation could not decision the account on its own and needed human intervention.

Set Tiers for each underwriter with parameters they are able to approve. based on this tier if an account comes in it can get assigned to such underwriter. Underwriters will need to be signed into vortex for them to be eligible to receive account.

Use labels to assign accounts. AB and WC to provide rules

  • Brad Morton
  • Jan 31 2017
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