The Change of Contact Information workflow is a four task process that is designed to make sure all information for a contact is updated within firm systems, as well as alert other user to the update. It is resolved once all four tasks have been tagged as completed.

Team Roles required in Workflow: Advisor

Step 1:

First task is created, called "Verify New Information with Client", and it is assigned to the Team Role: Advisor. It is expected that the Advisor confirms the changes with the Contact.

• Task one is due 24 hours after the Change of Contact Information request is created.

Step 2:

Second task is created, called "Update Internal Systems", and it is assigned to the Team Role: Advisor. It is expected that the Advisor updates all internal systems, like Outlook, Elements, etc.

• Task two is due 24 hours after the "Update Internal Systems" task is created.

Step 3:

Third task is created, called "Update External Systems", and it is assigned to the Team Role: Advisor. It is expected that the Advisor updates all external systems, like Black Diamond, Custodian, etc.

• Task three is due 24 hours after the "Update External Systems" task is created.

Step 4:

Fourth task is created, called "Notified Relationship Team", and it is assigned to the Team Role: Advisor. It is expected that the Advisor notifies their team of the changes. It is possible to redesign this task into an automatic email or notification to the Relationship Team.

• Task four is due 24 hours after the "Notified Relationship Team" task is created.

Here is a list of the default fields that are included in the Request, as well as they type of information that is needed in each field. It is possible, as a System Administrator, to customize these fields within all Requests, including updating the existing names, removing fields, or adding different fields.