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Delegation of Authority
What is Delegation of Authority (DoA)? This is the ONE and only source of truth on what folks are permitting to do at Bright related to cost and liability (expenses, signatory authority, custom proposal authorization, etc). DoA is about authority but not...
Validation Guide (IDs)
WIKI OVERVIEW Wiki Purpose: Establish and implement a streamlined validation process adhering to underwriting criteria, ensuring accurate review and approval/rejection of Identification Guide revisions based on stringent verification protocols. Wiki Owner:...
Validation Guide (Property Docs)
WIKI OVERVIEW Wiki Purpose: To systematically review and approve/reject Property Docs by cross-referencing details such as address consistency with CFE Bills, verifying subscriber and co-subscriber IDs, confirming document types, names, and visible first an...
Validation guide (Diablito)
WIKI OVERVIEW Wiki Purpose: Ensure accurate determination of load requirements by cross-referencing CFE-installed and contracted load information within OPS NOTES to determine the necessity of potential load increase with CFE for eligibility and alignment w...
Validation Guide (Credit Checks of Personas Fisicas)
WIKI OVERVIEW Wiki Purpose: To efficiently review and approve/reject credit checks for individual clients by accessing the authorization sheet, cross-referencing lead data, matching it with the authorization form, rejecting or modifying as necessary, retrie...
Validation Guide (Contracts)
WIKI OVERVIEW Wiki Purpose: Streamline the Contract Validation process by systematically reviewing and either approving or rejecting the "Contrato de Suscripción" checklist on the corresponding Lead page, ensuring accurate contract information adherence to ...
Validation Guide (Proposals)
WIKI OVERVIEW Wiki Purpose: The objective is to meticulously review and either approve or reject the Validation Guide (Proposals) by verifying its alignment with the contract, ensuring adherence to the same consumptions as the CFE bill, verifying absence of...
Validation Guide (Special Approval Checklist Item)
WIKI OVERVIEW Wiki Purpose: Establish a streamlined process for Sales or CE to request activation of the 'special approval' item on the Project approval checklist, involving Approval Analysts verifying economic feasibility criteria, CEO review, and iterativ...
Validation Guide (CFE MGMT Checklist Item)
WIKI OVERVIEW Wiki Purpose: The objective of the CFE management process is to facilitate UVIE requirements, ensure proper documentation for special name and address changes, and adhere to IDB eligibility criteria, subject to variations based on CFE office r...
Validation Guide (Custom Checklist Items)
WIKI OVERVIEW Wiki Purpose: Ensuring the project's compliance by verifying the latest template usage, data accuracy in specific documents, correct project naming, subscriber and cosubscriber IDs linking to the Ops portal, RTVR consideration, Company Summary...
Locking/Unlocking of Welcome Call (Conditional Approvals)
WIKI OVERVIEW Wiki Purpose: Facilitate the unlocking of Welcome Calls by navigating through the OPS page, identifying and resolving lead-blocking attributes such as prepayment, pending approvals, or documents, and editing the attribute to 'none' only upon v...
Bright Official Underwriting Rules - Source of Truth
WIKI OVERVIEW Wiki Purpose: Establish the one source of truth on what projects we can approve and the reason why. Wiki Owner: Joseph Canaan Validity: n/a Content here!
Validation Guide (Constancia de Situacion Fiscal)
WIKI OVERVIEW Wiki Purpose: To efficiently review and either approve or reject the Constancia de Situacion Fiscal by accessing the Ops platform via the provided link, searching for the relevant Cnum, selecting or creating the checklist named “Constancia de ...