SES Complaint e-Book

Adding Research and Communication to a Complaint Introduction The Research and Communication page is used to capture all communications related to a complaint that took place outside of SES. It is also used to document work and research that was done (e.g., capturing original complaint information found on the CFPB portal). This area is optional when processing a complaint, but is suggested as a best practice to use.

Note: All users assigned to the Complaints group in SES can add research and communication to a complaint. See Managing Users for more information.

Adding Research and Communication to a Complaint 1. Navigate to your complaint. 2. Click Research/Communication > Add Research/Communication .

3. Complete the research and communication form and upload any relevant documents.

Note: You can enter a description of communications (phone, mail, email, or in- person) for either the consumer or the subject.

4. Click Add Research/Communication .

Need more help? Contact the Regulatory User Group at 1-800-699-0911 or by email at rug@csbs.org.

Updated: 6/25/2020