Managed Exit account handling (Oliver Esslingen, 30 May 2019)

Subject: Managed Exit account handling From: Oliver Esslingen Date: Thu, 30 May 2019 11:36:52 -0400 To: Ian Salters e, Funda Bozkurt Bill King Kimberly Hart S, Janice Franklin Maria Pedulla Term Definition PA Checks/Review Review of client account activity to establish open obligations which prevent offboard Managed Exit A process state for client entities identified for offboarding but have open obligations which prevent process completion Notification The process of sending a