Workflows

Workflow

Works with

Steps

Schedules

Sessions

Impact assessment

Change Management

—

—

—

Review draft disclosures

Change Management

—

—

—

Capture page

Marketing Review

1

—

14

Check Regulation Z advertising

Marketing Review

2

—

14

Check deception standard

Marketing Review

1

—

14

Draft determination

Marketing Review

1

—

14

Pull sample

Monitoring and Testing

1

—

—

Test samples

Monitoring and Testing

2

—

—

Validate remediation

Issue Management

—

—

—

Request data

Monitoring and Testing

—

3

3

Validate population

Monitoring and Testing

—

3

3

Draft workpaper

Monitoring and Testing

—

3

3

Crawl merchant sites

Monitoring and Testing

3

1

1

Select sample

Monitoring and Testing

—

—

1

Recalculate APR

Monitoring and Testing

—

—

1

Calculate days to notice

Monitoring and Testing

—

—

1

Calculate business days

Monitoring and Testing

—

—

1

Full policy scope reviewed

Change Management

—

—

1

Regulatory applicability reviewed

Change Management

—

—

1

Regulation B deep dive completed

Change Management

—

—

1

Disposition recommendations completed

Change Management

—

—

1

Redline document completed

Change Management

—

—

1