Issue: The Idea of iterations within the system is unclear and difficult for clients to understand. It appears that these function more as disbursements, rather than iterations, since they are only counted if the applicant is disbursed an amount. Were the applicant to be deferred or cancelled, they do not technically count as iterations.
The suggested changes are to refer to iterations on the portfolio as "Max Awards" and to refer to the iteration column as "Award #"
Employee Name | Ian Schumann |
Client Name "shard name" | wisc |
User | Opportunity Admin |
Functional Unit | Renewal Management |