| SF-API Team (Parnassus) |
| New Accounts and Client Delivery Managers: Genz Acebedo |
| TRANSCRIPTION GUIDELINES | ||
| DANA Fields | Interpretation | Relevance |
| Task Description | *If the recording has only one note, [FA – Firm] Example: John Doe – Merrill Lynch *If the recording has two notes from the same firm, [FA1] & [FA2] – Firm *If the recording has three or more from the same firm, [FA1] & Others – Firm If the recording has two or more notes from different firms, [FA1] & Others |
Required |
| Note: Task Description for the first note in multiple notes/split notes will reflect on all succeeding notes (within the same recording) | ||
| Task Comments | Utilize only for immediate clarification with the User Example: Hi [User], Kindly provide the missing information. Thank you! |
|
| Type | Call Log | Required |
| Existing? (Y/N) tick box |
Tick (Y): If note has an existing activity in the CRM Search Untick (N): If note has no existing activity in the CRM Search |
|
| Special Instructions | Instructions given by User to Hey DAN | |
| Internal Comments | ||
| **Blank Audio/Recording or Pocket Dial: [Blank recording 0:__:__._] [Pocket dial 0:__:__._] | ||
| **Notes for other FTEs, proofer or enterer | ||
| Note Timezone | Not currently utilized | |
| Contact | external contact/s the sales rep had a call with. | |
| Subject | as dictated. If none is provided, can default to [Meeting Type] with [Contact Name]. |
|
| Type | meeting type as specified or based on note context |
|
| Investment/ESG Team Attendees | as specified by the sales rep.
Leave blank if none was specified. |
|
| Local Meeting | (required) Check box as specified. Leave blank if not. |
Required |
| Quality Contact | (required) Check box as specified. Leave blank if not. |
Required |
| Feedback Category | only populate as EXPLICITLY mentioned |
|
| Client Feedback | only populate as EXPLICITLY mentioned |
|
| Due Date | (required) as specified by the sales rep. If none was specified, default to the recording date. |
Required |
| Comments | capture notes and products discussed in smart clean verbatim. |
|
| Status | (required) meeting type as specified or based on note context. If none was specified, default to Completed. |
Required |
| Count Cross-check | # of notes generated from the page | Required |
| Transcribing/ | Choose/Tick note for proofing/ready. | Required |
| Proofing complete | ||
Exercise Files