When an application is submitted, the worker has the facility to view, add, remove, and update the information captured on the application including:
CCI also provides an Application To Do list, which displays the outstanding tasks that the worker must complete in order to finish processing the application. The items displayed on the To Do list are determined and displayed by CER rules, running in the advisor Infrastructure. Examples of tasks that the worker may need to complete on the application include registering all of the prospect clients as persons, resolving evidence issues and capturing verifications.