This feature of the MyIBFS was
created to assist you in sharing and completing draft applications. This
feature allows you to route draft 312 EZ applications from the My Drafts tab
within the My IBFS Workspace to other relevant users.
Routing of the full EZ application is only available as an option after the
application has been saved for the first time.
An EZ application can be routed by selecting Route from the Application Tools
List.
Routed applications will appear under the My Drafts tab of the My IBFS Workspace
for both the initiator and recipient. If initiator privileges on an application
have been transferred, the application will no longer be viewable in the My
Drafts tab of the initiator.
If an application has been routed, an email is sent via Microsoft Outlook to the
email address associated with the recipient's FRN. The email will be generated
by the system at 10:30 am and 2:30 pm daily. The email will provide a list of
the applications routed to the recipient's FRN that day. The email will display:
Routed From: Sender’s Name, FRN of Sender; Filing ID; Application Description:
(255 chars); and Routed Date.
The recipient also will be informed that they have newly routed applications
when they log into their account via a MyIBFS Inbox. The MyIBFS Inbox will open
in a separate window. The Inbox will display: Routed From: Name, FRN; Filing ID;
Routing Information: (255 chars); and Routed Date.
A filing can only be routed two hops from initiation. Only the initiator of a routed filing can review that filing’s Routing History. To review a Routing History, select the routed filing, choose Routing History from Application Tools, and Click "Go".
To clarify the discussion below,
an initiator is defined as an IBFS user who starts an application. A recipient
is defined as an IBFS user to whom an application has been routed.
The initiator of an application can:
Route an application and specify privileges of
the recipient. Options are:
Full Application - Update Permission: The recipient can update the
application, but cannot file the application. The application must be routed
back to initiator in order to be filed. The routed application will still be
viewable in the Drafts Tab of the initiator; however the initiator will not be
able to update the application.
Transfer Initiator Privileges: The recipient can update the application, and can also file the application. The routed application will not be viewable in the Drafts Tab of the initiator.
Submit an application, if initiator retains initiator privileges.
Retract a routed application at any time. A retracted application will no longer appear in the Drafts of the recipient. The recipient will be sent a notification in their InBox informing them that the application has been retracted. They will be required to acknowledge the retraction.
The recipient of an application must acknowledge an application upon receipt. The recipient of an application can:
Update/view/submit an application based on the routing privileges specified by the initiator (see Routing functionality below); assume initiator privileges (if specified by initiator).
Route to another user, as long as that user is only 2 hops from initiation.
Re-route application to the initiator with note.
When you click on Route, under Application Tools, the system advances to the Route a Filing screen. You must:
Enter the FRN to which the application is being routed. Note the FRN is validated against CORES. The system displays the Name, Address and Telephone number associated with the FRN.
Click on Confirm FRN to confirm the details of the recipient. You have the option to change the FRN.
Enter additional routing information in the Comment field provided. You can enter up to 255 alpha numeric characters.
Click “Route”. You will be returned to the Workspace.