Clearing Unit Queue (Booklet Audit)

Review Auditor reconciled booklet records and clear customer plan assets before Admin processes final financial disbursements.

Step 1 Auditor Booklet Reconciled
Step 2 (Current) IT Clearing Review
Step 3 Fund Clearance
Step 4 Admin Processing
Pending Clearance Queue
Plan liquidations reconciled by Auditors awaiting final clearing review
Customer Financing / Savings Plan Operational Branch Reconciled Amount Auditor Verification Status IT Clearance Status Actions
Booklet Audit & Reconciliation Record