Build the IDR timeframe and content exception report
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- Extract the receipt date, complaint type, response date and response content from the complaint records into the exception table against the timeframes and content requirements the lawyer sets, and flag every record that misses a requirement or has no response recorded.
- What the lawyer must review
- The lawyer confirms the complaint type and so the applicable timeframe for each record, opens the underlying file for every flagged record, decides whether a missed timeframe is a reportable situation, and checks whether anything was wrongly kept off the register as not a complaint.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Extract the receipt date, complaint type, response date and response content from the complaint records into the exception table against the timeframes and content requirements the lawyer sets, and flag every record that misses a requirement or has no response recorded. |
| Lawyer | The lawyer confirms the complaint type and so the applicable timeframe for each record, opens the underlying file for every flagged record, decides whether a missed timeframe is a reportable situation, and checks whether anything was wrongly kept off the register as not a complaint. |
Checklist
- Confirm the instructions, the jurisdiction and the complete relevant material before starting.
- The lawyer confirms the complaint type and so the applicable timeframe for each record, opens the underlying file for every flagged record, decides whether a missed timeframe is a reportable situation, and checks whether anything was wrongly kept off the register as not a complaint.
- Check the output against the source documents named in it before it is relied on.
Sources
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.