In this release we continue to enhance our governance model and usability in exception workflow, in order to provide enterprise-level governance model to all our customers. Features included in this release:
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Restricting user data access within a reconciliation process
- Pass an exception to previous owner or reject it
- Pass an exception to previous user within the group
- Showing additional information for cash submissions
Restricting user data access within a reconciliation process
Some reconciliation processes involve different teams in investigations and resolving exceptions, with each team specialise and focus on particular business lines or area. For proper segregation of duty, as well as reducing user distractions, you may only want them to have access to data that they need to investigate. You can now restrict the data they can see by giving them only the new Investigator role. Users who only have this role can only see the exceptions that are allocated to their teams.
Pass an exception to previous owner or reject it
Similar to the above scenarios, when there are several teams involved in the same process, the interaction between teams can be complicated. When a business user finishes his work on an exception, he may not easily know which team he should pass it back to for follow up action. He can now do that easily by allocating it to the Previous group. When this is applied to multiple exceptions, Duco will automatically look up the previous owner of each exception and allocate them accordingly.
In the scenarios where a user believes the exception is incorrectly allocated to his team, he can indicate it as a Reject. This will be recorded in workflow history as a reject action. The number of occurrences may be useful for process improvement and management purposes.
Pass an exception to previous user within the group
A similar shortcut is also available when passing exceptions between users within the same group. This is useful when different members in the same group need to work on the same exception.
Showing additional information for cash submissions
For all the files submitted to a cash process, you can now see the exact time they were submitted, when Duco started processing it and when it finished.
