My cases
New
Case
Type
Space
Assignee
Due
Vela: partner portal login errors
Case Management
Vela Health
Sam Ostrander
Tomorrow
TILA disclosures: CareBridge, October
Monitoring and Testing
CareBridge Finance
Priya Desai
Oct 24
In review
Case
Type
Space
Assignee
Due
HomeTab: BSA/AML Policy annual review
Document Review
HomeTab Pay
Nadia Quinn
Oct 16
Adverse action: HomeTab, October
Monitoring and Testing
HomeTab Pay
Priya Desai
Oct 21
Waiting
Case
Type
Space
Assignee
Due
Vela: email: new patient promotion
Marketing Review
Vela Health
Tom Becker
Oct 4
Meridian: Q3 program performance report
Case Management
Meridian Commercial
Grace Lin
Oct 10
Root cause: Reg E notice timing
Sub-task
CareBridge Finance
Erin Walsh
Oct 10
Request 17: complaint logs and responses, Q3
Sub-task
Old Hickory Bank
Priya Desai
Oct 11
Solstice: Complaint Management Policy v4
Document Review
Solstice Loans
Solstice Loans Board
Oct 11
Solstice: September complaint log
Case Management
Solstice Loans
Mark Ellis
Oct 11
Update TILA disclosures for battery loans
Sub-task
Solstice Loans
Mark Ellis
Oct 16
Request 15: customer counts by partner, month-end
Sub-task
Old Hickory Bank
Sam Ostrander
Oct 17
Launch marketing pieces
Sub-task
Solstice Loans
Mark Ellis
Oct 18
CareBridge: Reg E error-resolution results notices sent late
Issue Management
CareBridge Finance
Erin Walsh
Oct 30