Multiple choice technology testing

Which of the followings are true about Action Items i) CFA creates an action item for commitments made by him to customer ii) CFA creates an action item for follow ups iii) CFA creates an action items when there is some issue with customers request iv) CFA cannot assign an action item to another CFA v) Action item is assigned to the CFA who creates it

  1. (i), (ii), (iv) and (v)

  2. (i), (iii) and (iv)

  3. (ii), (iii), (iv) and (v)

  4. (i), (ii), (iii), (iv) and (v)
Reveal answer Fill a bubble to check yourself
A Correct answer
Explanation

Action Items are created by CFA for commitments to customers (i), follow-ups (ii), and cannot be assigned to another CFA (iv). Action items are automatically assigned to the creator (v). Option A correctly identifies these valid statements. Option iii is incorrect because action items are not created for request issues (that's a different workflow).

AI explanation

A CFA (Customer Financial Advisor/agent) creates action items to track commitments made to a customer and to schedule follow-ups, and any action item is owned by the CFA who created it rather than being reassignable to another CFA. Item (iii) — creating an action item specifically 'when there is an issue with a customer's request' — isn't one of the defined triggers, which is why it's excluded from the correct combination.

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