This tab provides a remediation tool to users of the EFI platform. Following report generation, your financial institution may wish to start initiating reme...
Fri, 15 Apr, 2022 at 1:15 PM
Creating a ticket/action
To create an action against a particular theme, click on “Action” to the right of the theme, and a window will pop-up. Here you can set the remediation a...
Wed, 28 Oct, 2020 at 11:43 AM
Viewing your tickets/actions
Once a ticket has been created, it will be displayed under the specific theme on the Remediation main page.
Wed, 28 Oct, 2020 at 11:43 AM
Updating your tickets/actions
If you wish to update the progress of your ticket, you can click on the ticket, and the entire history of the ticket will be displayed. Here you can add add...
Wed, 28 Oct, 2020 at 11:45 AM
Share your tickets/actions
There is an option to share your tickets/actions with your counterparties. To share these, open the particular ticket/action and click on the “Share with an...
Wed, 28 Oct, 2020 at 11:46 AM
Removing a share from a ticket/action
If you have accidentally chosen the wrong counterparty, delete the counterparty by clicking on the red trash icon. You can proceed to add the correct counte...
Wed, 28 Oct, 2020 at 11:48 AM
Deleting a ticket/action
You can delete a ticket by clicking on the delete button at the top of each ticket. You will then need to confirm the action.
Wed, 28 Oct, 2020 at 11:51 AM
Extended model: Input data
In cases where data has been provided for extended reports, any transformations which were required in order to process the data are noted in the “Extended ...
Mon, 31 Aug, 2020 at 11:45 AM