Search TipsFinThriveRoles and Responsibilities
The following table summarizes the FinThrive roles and responsibilities for moving contracts through implementation toward production.
|
Step |
Responsible Party |
Stage |
Status |
Picked Up By |
|
1 |
Inventory |
Inventory |
In Process |
|
|
1a |
Inventory |
Inventory |
Need Customer Response |
|
|
1b |
Inventory |
Inventory |
Corrected |
Analyst |
|
1c |
Inventory |
Inventory |
Complete |
Analyst |
|
|
|
|
|
|
|
2 |
Analyst |
Preliminary Analysis |
In Process |
|
|
2a |
Analyst |
Preliminary Analysis |
Rejected |
Inventory |
|
2b |
Analyst |
Preliminary Analysis |
Need Customer Response |
|
|
2c |
Analyst |
Preliminary Analysis |
Complete |
Analyst |
|
|
|
|
|
|
|
3 |
Analyst |
Contract Loading |
In Process |
|
|
3a |
Analyst |
Contract Loading |
Need Customer Response |
|
|
3b |
Analyst |
Contract Loading |
Complete |
A/R Prod. Team |
|
|
|
|
|
|
|
4 |
A/R Prod. Team |
Preliminary Reprice |
Complete |
|
|
|
|
|
|
|
|
5 |
Auditor |
FinThrive Audit |
In Process |
|
|
5a |
Auditor |
FinThrive Audit |
Complete |
A/R |
|
5b |
Auditor |
FinThrive Audit |
Rejected |
Analyst |
|
5c |
Analyst |
Contract Analysis |
In Process |
Analyst |
|
5d |
Analyst |
Contract Analysis |
Complete |
A/R Prod. Team |
|
5e |
A/R Prod. Team |
Analysis Reprice |
In Process |
|
|
5f |
A/R Prod. Team |
Analysis Reprice |
Complete |
|
|
5g |
Auditor |
Analysis Audit |
In Process |
|
|
5h |
Auditor |
Analysis Audit |
Rejected |
Analysts 5c |
|
5i |
Auditor |
Analysis Audit |
Complete |
Third Party |
|
|
|
|
|
|
|
6 |
Third Party |
3rd Prty. Approval |
In Process |
|
|
6a |
Third Party |
3rd Prty. Approval |
Complete |
A/R |
|
6b |
Third Party |
3rd Prty. Approval |
Rejected |
Analyst back to 5c |
|
|
|
|
|
|
|
7 |
A/R |
Client Audit (customer audit) |
In Process |
|
|
7a |
A/R |
Client Audit (customer audit) |
Complete |
|
|
7b |
A/R |
Client Audit (customer audit) |
Rejected |
Analyst back to 5c |
|
|
|
|
|
|
|
8 |
A/R |
Ready for Production |
In Process |
|
|
8a |
A/R |
Ready for Production |
On-Hold |
|
|
8b |
A/R |
Ready for Production |
Complete |
|
|
|
|
|
|
|
|
9 |
Triage |
|
|
|
Note: For an explanation of the implementation stages, refer to Implementation Stages. For an explanation of the implementation status codes, refer to Implementation Status Codes.