Utilize organization information to incorporate in routing rules

Utilize organization information to incorporate in routing rules (e.g. organization EIN, state)

  • Sarah Marien
  • Jun 2 2022
  • Reviewed: Voting Open
Client Name AIG
  • Attach files
  • Sarah Marien commented
    July 08, 2023 01:10

    Our program requires an additional review for organizations where employees or directors are affiliated, usually through board service.

  • Admin
    Meg Radford commented
    August 22, 2022 18:21

    Thank you. Can you provide a real-life example of the data and what you want to use it for?

  • Guest commented
    July 01, 2022 13:14

    If the EIN is available for routing, this can compare against a data table within the form and assist with determining prior relationship with the organization and/or assist with routing at the workflow level or even the new program routing tool.

  • Admin
    Meg Radford commented
    June 07, 2022 18:28

    Thank you for your feedback. I have modified your request to ask for just organization EIN because state is already available. See below for screenshot. Could you please provide an example or a use case of how you might use EIN in your routing?