The name of the back-end system used to process a Replan

The name of the system used to add or remove Restrictions

The name of the group that handles pledges for institutional accounts

The CRAVE tool to reinitiate a merge

Where we should be sorting Client Initiated Restrictions

The additional authorization needed to release a pledged account

The number of days to suspend a Merge work object after completing all necessary checks

The only type of Restriction requests we should be getting sorted to us

The client is referred to as the Account Owner while the bank is referred to as this

The name of the screen in BETA to check if a VBA account is open in the back-end

The VAST screen function used to check if a fund has a restriction on it

The name of the system used to generate a release letter

The VAST screen function used to move all of the funds into one plan when doing a Replan

The type of restriction added to pledged accounts

In the example describing what a pledge is, Ivana is attempting to get a loan for this type of car