Case Manager

Post on 21-Jul-2015

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Transcript of Case Manager

Ragini

Compliance Memo & Notices Solution

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4 Main Modules Of

Compliance Memo & Notices Solution

Notice Scheduler E-mail Comments

File Based Notice

Screen Based Notice

Notice

Document RepositorySchedule Notice for

publishing on Site

E-mail

Send E-mail to Employees

Comments

Comments by

Employees / Compliance Officer

Scheduler

Ragini

Our Demo Compliance OfficerDemoDemo@ABCFinancials.com

Our Demo GroupRegulatory Compliance

Our Demo EmployeeLisa MattoxLISA.MATTOX@ABCFinancials.com

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Unconfirmed Notice

# of Comments Unopened Notice

# of Notice Recipients

Legend For Notices Summary

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Notice Successfully Created.

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Document Uploaded

Text Based Notice

Most Visited Notice

Comments

Preview Notice

Legend For Notice Screen

Update Notice

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Scheduler Successfully Added.Document Uploaded

Text Based Notice Show Recipients

Recipients of Notice

Legend For Scheduler

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Notice Confirmed

E-mail not sent

Notice Not Confirmed

Send E-mail Now

Notice Successfully Sent

Notice Failure

Legend for E-mailSending E-mail 1 of 9 …Sending E-mail 2 of 9 …Sending E-mail 3 of 9 …Sending E-mail 4 of 9 …Sending E-mail 5 of 9 …Sending E-mail 6 of 9 …Sending E-mail 7 of 9 …Sending E-mail 8 of 9 …Sending E-mail 9 of 9 …

E-mail Sent to Lisa Mattox

What will be the benefits by Electronic Filing?

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Unconfirmed Notice

# of Comments Unopened Notice

# of Notice Recipients

Legend For Notices Summary

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Summary• Compact & Reliable Solution for latest internal Compliance related communications, legal notices & memorandum

• Efficient way to communicate legal notices & memorandum, date specific notification

Next Steps

• Visit Ragini.com for more Information on Compliance Memo & Notices Solution• E-mail Sales@ragini.com for Sales Related Inquiries.