Financial Services Creatio, lending edition
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Managing records displayed in the home page via regular and blind queues

The list of records displayed on the home page tabs depends on the queue type, which can be "regular" or "blind".

Regular queues display lists of records, and the verifier can select which record to process. The order of the records depends on the sorting rules of the home page records.

Blind queues display:

  • The [Next record] button which initiates the processing of the next record in the queue. The processing order depends on the sorting rules of the home page records.

  • The list of records for which the processing started, but has not been completed yet.

Use the [Maximum number of records in progress for a blind queue] system setting to limit the maximum number of records which can be displayed in the list of a blind queue. By using this system setting, you can limit the number of applications in progress shown to the agent in order to increase the application processing efficiency.

By default, the [Maximum number of records in progress for a blind queue] system setting is set to “1”. Thus, the home page working area shows either the [Next record] button or a single record if the processing of this record has not been completed.

If you increase the value of this system setting, the agent will be able to continue working with the record in progress or take the next record in the queue for processing as long as the number of displayed records is not at maximum. When the number of displayed records reaches the maximum, the [Next record] button becomes unavailable.

For example, the value of the [Maximum number of records in progress for a blind queue] system setting has been set to “3”.

The verifier who started processing one or two applications will see both the list of his applications in progress and the [Next record] button (Fig. 1). The Verifier can choose to continue processing the applications  in the list or take a new record.

If the verifier takes a third application, it will be added to the list in the working area and the [Next record] button will be unavailable. In order to be able to take another application for processing, the verifier must process at least one of the currently open applications.

Fig. 1 Blind queue example

scr_section_agent_desktop_closed_queue_home_page_lending.png 

See also

Home page overview

Sorting records on the home page

Processing applications from a regular queue in the home page.

Processing applications from a blind queue in the home page

How to process cases from incoming calls on the agent desktop home page

The [Home page] section

How to set up a regular or a blind queue on the home page

How to sort queue elements on the home page by the object columns

The [Queues] section

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