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Report Verification Error (RVE)

RVE (
Report Verification Error
) lets you report 1040SCANverify, and Outsource verification errors from SPbinder (that is, typos, incorrect value captured). When you report a verification error, a notification is automatically sent to SurePrep managers to track and analyze any mistakes. RVE helps SurePrep verification managers improve verification quality by allocating proper resources to address the issue and avoid any repeated mistakes.

Report verification error

Follow these steps to report an error:
  1. Once you have located the error, right-click the reference/T/R stamp.
  2. On the shortcut menu, select
    Report Verification Error
    . Verification error will be reported automatically. You don’t need to take any further action.
    SPbinder without Leads:
    SPbinder with Leads:
    Report Verification Error
     will be disabled under the following conditions:
    • References were added by OCR when documents were added for In-house verification.
    • Reference was added by a verifier at your firm.
    • If the error has already been corrected.
  3. On the
    Report Verification Error
     window, you can specify the reason for the reported verification error. You can select from a predefined option and/or type additional details in the text field. Once you are ready to submit the verification error, select
    Report
    .
  4. If you reported a verification error by mistake and want to cancel, right-click the reference/T/R stamp, then select
    Cancel Reported Error
     on the shortcut menu to remove/clear the check select.
  5. You may now correct the reference value.
After you have reported a verification error, an email notification will be sent to SurePrep verification managers automatically to help them improve verification quality. SurePrep won’t be contacting you. Once reported, you can correct the error immediately. You don’t need to take any further actions.

Review reported verification error

You can review all the reported verification errors for the current binder in a consolidated list. To view reported verification errors, go to
View
, then
Verification Error Report
.
When the
Verification Error Report
 window appears, you can review each reported verification error and its details. You can also view comments from SurePrep on the last column. You may need to scroll.
You can also use the Filters feature on each column header to narrow down the reported errors if necessary. Select your filter options from each field then select
Filter
. You can also select
Clear Filter
 to remove a previous filter.
To cancel the reported verification error, select the
Remove
 icon on the
Option
 column.
On the confirmation window, select
Yes
 to cancel reporting the verification error to SurePrep.
A
Confirmation
 icon will appear once the reported error is canceled. Canceled verification errors will be removed from the current list after you close the window.

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder
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