Blotter Processing
Blotter Processing
Laserfiche
Account representatives are assigned the Blotter Submission form monthly. The account representatives can either submit their blotter form for the month or declare there was nothing to blotter. Once submitted, compliance will check everything is in good order. If approved, the form is saved in the repository.
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Account representatives are assigned the Blotter Submission form monthly. The account representatives can either submit their blotter form for the month or declare there was nothing to blotter. Once submitted, compliance will check everything is in good order. If approved, the form is saved in the repository.
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Description
Account representatives are assigned the Blotter Submission form monthly. The account representatives can either submit their blotter form for the month or declare there was nothing to blotter. Once submitted, compliance will check everything is in good order. If approved, the form is saved in the repository.
Participants
Compliance: Reviews the account representative's form to ensure it is in good order
Account Representative: Submits the monthly Blotter Submission form
Laserfiche Repository
Approved Blotter Submission forms are saved under: \Business Process Library\Blotter Processing\[/dataset/Year]\[/dataset/Month]\[/dataset/Filing_Rep_Number].
Industries
Financial Services
Platforms
Template Content
Forms1
Repository1
Workflow1
Laserfiche is the leading global provider of intelligent content management and business process automation. The Laserfiche® platform enables organizations in more than 80 countries to transform into digital businesses. Customers in every industry—including government, education, financial services and manufacturing—use Laserfiche® to boost productivity, scale their business and deliver digital-first customer experiences.
Industries
Financial Services
Platforms
Template Content
Forms1
Repository1
Workflow1
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