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Document vs. Task Exceptions

Question: 
What is the difference between a document exception and a task exception?
Answer: 

Document exceptions usually involve a missing or expired document, such as a customer financial statement. Task exceptions remind a bank team member to take a specific action, such as following up with a customer to collect a document.

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Read more about document tracking.

Vendor: 

AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 05/08/2022

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