What is Exception Handling?

Exception handling is the process of identifying cases that do not meet expected conditions and deciding how to resolve them.

Explanation

If a client statement is incomplete, a value conflicts with another record, or a required form field lacks support, the item needs investigation rather than automatic acceptance. A case manager can resolve the issue or raise it for enrolled-agent review before the work is approved.

In Rima's preparation workflow

Rima flags extraction and form-review issues for case managers to resolve, with prepared work routed to enrolled agents for review.

Explore workflows and review

Related Terms

Data Validation

Checking extracted information against sources and expected requirements.

Workflow Automation

Using software to organize repeatable steps and handoffs in a process.

Audit Trail

A record of steps, changes, and review decisions made during case preparation.

← Back to Glossary8 terms defined

Explore tax-resolution preparation

See how Rima helps prepare client information for IRS collection forms and routes the work for human review.

Document Automation Workflows & Review