Define Parent Case.
Case that encompass all the actions and notes involving an issue.
What case involves a single action or activity for resolving a Parent Case.
Related Case/Case Action
What is Contract Underwriting Case?
A CU case is a parent case automatically created under the system page once the customer signs the agreement.
What is the purpose of the Contract Underwriting case?
It tracks all the required tasks for a system to move to NTP and out of the Contract stage.
The Contract Underwriting Case is found on ______ page.
System
What is a Milestone?
This tracks/dictates the time sales representatives/customers must complete project blocks and move to the NTP stage.
Who is responsible for all case actions related to Title Review, Signature Review, credit and online validation.
Dealer Support
Who is responsible for completing the Validation Call and obtaining Recurring Payment.
Teir 1
Can a Manual Case Action can be created in an open or closed case?
No, only in an open case.
When creating a Contract Underwriting Case, what is the type and subtype used from the picklist?
Type: General Customer Service Sub-type: Contract Underwriting
