1. Lease Origination User Guide
  2. Underwriting
  3. Review Request
  4. Reassign Review Request

7.19.5 Reassign Review Request

While reviewing a request, system also facilitates you to reassign (i.e. forward) the review request to another user for review. In such a case, you become the Sender and the assigned user will be the reviewer of the request. The request can further move to other reviewers if required.
When the request is reassigned or forwarded to another reviewer, the actual originator can still track the status of request by selecting user ID in Query section. As a Sender, you can view the reassigned review requests by selecting the Forwarded Only check box in Query section. Also, on reassigning or forwarding a review request, system automatically posts a comment in Comment History section in the format - REVIEW REQUEST: <Request #> FORWADED FROM <first assigned user id> TO <next assigned user id> with Sub Type as SYSTEM GENERATED and Comment By as INTERNAL.

Note:

It is recommended to limit the reassignment of review request since tracking the request status becomes difficult.

To reassign review request

  1. On the Oracle Financial Services Lending and Leasing Application home page, click Origination > Simple Application Entry / Application Entry / Underwriting / Funding screen and select Review Requests tab.
  2. In the Query section, click Receiver. System displays all open review request you have received.
  3. In the Review Request section, select the record that you have reviewed and click Edit.

    Figure 7-23 Review Requests-Reassign


    Description of Figure 7-23 follows
    Description of "Figure 7-23 Review Requests-Reassign"

  4. Select the required reviewer from Receiver drop down list.
  5. (Optional) Specify the reason for reassignment in the Comment field. The same is tracked in Comment History section.
  6. Select the Send Request check box to reassign review request immediately on update. In case of any further changes, retain the check box unselected and save the details. The reassignment can later be completed by selecting the record and clicking on Send Response option from the action section.
The details are updated in Review Request tab and status of request is updated as WAITING FOR RESPONSE.

Parent topic: Review Request