Processor Workspace - Attach Source to Cloned transaction

[Brian_Hesse]

When cloning an item from a transaction, we currently have the option to link the newly cloned transaction to the case and bring over LOB’s but there is no option to also bring over the sources from that transaction. 

You may argue that the source is already in the case however we may not be linking this item to the case.  It may go to a different department or business unit for further processing, sending out correspondence, etc. and we don’t want to confuse the processor or spend time having to figure out what needs to be looked at.  We often link the sources directly to the transaction in this case even if it’s already link to other transactions.

Furthermore, we have instances where many sources need to be attached which is time consuming.  The case that prompted this enhancement was that 22 statements needed to be sent to a client and the processor needed to find and link all 22 manually.  I will admit that the processor didn’t know they could drag and drop the sources which is less time consuming than manually linking them so they did learn something new in the process. In either case, it’s still time spent doing something that could be automated and more streamlined. It’s not going to a huge time saving or money saving enhancement, but it is a nice to have from an associate standpoint.

Therefore, it would be nice to have a checkbox in that same area on the cloning screen to be able to include the attached sources of the transaction you are cloning to the new transaction you are creating.