4.20 Review Request

This topic provides information on the Review Request tab, which records and manages requests submitted for evaluation and feedback.

The Review Requests screen is primarily a work flow tool used to flag an Account for the attention of another Oracle Financial Services Lending and Leasing user and ask for review / feedback. It allows the system users to send and receive requests (including e-mail) commenting on a specific Account. The Review Request tab supports iterative review of selected Account and also to process the review with multiple reviewers.

Note:

User can complete the below tasks for an Account Review Request using Review Request tab in the Customer Servicing screen.

In this chapter, user will learn how to compete the following tasks:

• Filter and View Review Requests
  This topic provides information on the filter and view review requests function, which enables users to narrow results using filters and view the corresponding review request details.
• Create and Send Review Request
  This topic provides information on the create and send review request function, which enables users to prepare and dispatch requests for evaluation.
• Reviewing a Request
  This topic provides information on the reviewing a request function, which enables users to assess requests, provide comments, and finalize review decisions.
• Responding to Review Request
  This topic provides information on the responding to review request function, which enables users to reply to and record outcomes for submitted requests.
• Reassign Review Request
  This topic provides information on the reassign review request function, which enables users to redirect requests to a different reviewer for assessment.
• E-mailing Review Request
  This topic provides information on the E‑mailing review request function, which enables users to dispatch review requests through email to designated recipients.
• Closing Review Request
  This topic provides information on the closing review request function, which enables users to complete and close submitted requests.
• Complete Review Request
  This topic provides information on the complete review request function, which enables users to mark review requests as fully processed and closed.