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Red Flags and Trigger Points for ODFI Review

Red Flags and Trigger Points for ODFI Review focuses on how ODFIs recognize, categorize, and respond to indicators that origination risk may be changing. Not every unusual pattern requires immediate action, but some signals demand closer review, escalation, or reassessment of earlier decisions.

This course explains how red flags emerge through monitoring activity, return patterns, file behavior, and third-party relationships. Learners examine how indicators can fall into different response categories, such as immediate escalation, closer monitoring, reevaluating underwriting assumptions, or determining that an issue is explainable and low risk. The emphasis is on judgment, not rigid thresholds.

Through applied sorting exercises and scenario-based decisions, the course reinforces that escalation is an internal governance decision, not a reaction to external pressure. Learners explore how multiple indicators taken together often matter more than a single data point and why waiting for confirmation from an Originator or third-party can delay necessary action.

Estimated learner time: 15•20 minutes, depending on pace and interaction with the activities and scenario. This course is designed for ACH operations staff, risk and compliance professionals, and others responsible for monitoring origination activity, evaluating warning signs, and determining when changes to oversight, controls, or approvals are warranted.

This course is available exclusively to members of ePayResources.

Item Number - LMSM2608

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