Decision and authorization

Step by step

1. Review Credit Reviewer

   Credit Reviewer receives the submitted application and compares the applicant, amount, purpose, revision and supporting material.

   • Compare submitted case and documents
   • Updates Applications, Record attachments

2. Decision Credit Reviewer

   Credit Reviewer approves, declines or refers the case, recording the reviewer, time and reasons against that revision.

   • Record outcome, reviewer and source revision
   • Updates Credit decisions, Applications, People
   ApprovalA person approves before the work moves on.

3. Provider instruction Operations Manager

   Operations Manager follows an authorized case and retains the provider instruction reference for later confirmation.

   • Track authorized case and provider reference
   • Updates Applications, Assessment evidence

Credit Reviewer

Owns the independent decision.

Operations Manager

Prepares and follows the case; Auditor reads the record trail.