1. Corporate Accounts User Guide
  2. Corporate Accounts Dashboard Widgets
  3. Referral Queue

6.2 Referral Queue

The Referral Queue widget displays the transactions that are moved to the referral queue for further review and approval. You can view the number of tasks in a referral queue and drill-down further to view the transactions and their details.

The following types of referrals display in the referral queues:
  • VIBI - Validation Internal and Balance Internal
  • VIBE - Validation Internal and Balance External
  • VEBE - Validation External and Balance External

Figure 6-5 Account Referral Queue


Description of Figure 6-5 follows
Description of "Figure 6-5 Account Referral Queue"

The Referral Queue widget provides the following information and abilities:
  • Transactions in a referral queue
  • Metrics
  • Drill-down to view transaction details
  • Customize the view

Note:

To know more about Referral Queues, see Referral Queue.

Transactions in the Referral Queue

You can monitor the items in the referral queues, and take appropriate actions to review and approve the transactions.

Metrics

A green bubble displays the number of transactions in the referral queue. The tag under the bubble provide information about the type of validation that requires a referral. In the above screen shot it is the balance check validation.

Drill-down

You can drill down a bubble to view the corresponding transactions in the Referral Queue and their details in the Referral Queue dialog that displays.

Figure 6-6 Incoming Statement Status - Repair


Description of Figure 6-6 follows
Description of "Figure 6-6 Incoming Statement Status - Repair"

Table 6-2 Referral Queue - Column Description

Field Description
Entry Reference Number The transaction entry reference number..
Entry Type Displays the type of the entry: Internal or External.
Transaction Type Whether the exception appears as part of EA / ECA is displayed.
Exception Time & Date The Date and Time stamp when the transaction processing exception occurred.
Entries & Exceptions (Button) The button displays the number of entries for the transaction and number of exceptions that occurred.
Exception Codes Displays a comma separated list of unique error codes (referable) across all transactions.
For more details, see Create Referral Queue.

Customize the view

You can create custom views filtered by different entities, for example Customer Name, Customer Number, Account Number, and Selected Periods. To create custom views for the Referral Queue widget, see Create and Load a Custom View.

Parent topic: Corporate Accounts Dashboard Widgets