Review Guidance for Account Assignment¶
Use this guidance to confirm the Account Assignment identifies the relevant account and assignment mechanics clearly.
Review Focus¶
- Confirm the assigned account is unambiguous.
- Confirm the assigned party and role are correct.
- Confirm scope, exclusions, and effective dates.
- Confirm relationship to any account leadership role assignment.
- Confirm assignment changes require written approval.
- Confirm applicable customer or third-party flow-down requirements are referenced, accepted, versioned, and linked to the access decision before work begins.
Value Realization Lens¶
The Account Assignment supports Value Realization by making account-related rights, responsibilities, and value claims traceable to a written instrument.