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A-C
Activity
An audit-friendly record of an action taken in CX, such as an update to a client, plan, or workflow item.
Automation
A rules-based workflow that handles repetitive operational work, such as assignment, status updates, and notifications.
Client
The organization your team supports in CX. Clients are connected to plans, contacts, and operational workflows. Also known as Plan Sponsors.
Collections
Organized groups of Help Center articles that make it easier for teams and clients to find guidance.
Company Record
A centralized profile for a business entity, including key attributes, related plans, and associated contacts.
Compliance Workflow
A structured process in CX designed to support consistent, trackable execution for compliance-sensitive work.
Contact
A person associated with a client, plan, external advisor relationship, or internal team member.
D-F
Dashboard
A reporting view that highlights operational metrics, execution progress, and bottlenecks.
Draft
An unpublished article or workflow configuration that can be reviewed before being released to users.
File Workspace
The location in CX where teams organize, request, upload, and review operational documents.
Filter
A saved or ad hoc condition set used to narrow lists (for example, tasks, plans, or clients) to relevant records.
G-I
Inbox
The communication workspace for managing client and internal conversations tied to operational context.
Integration
A connection between CX and another platform to sync data or extend workflows.
J-L
Joinder Plan
A plan type that is specific for MEPs or PEPs. Joinders can be added to plans and have their own unique company record in the CX platform.
Library
A reusable content area for templates, SOPs, emails, forms, and other standard assets used across teams.
M-O
Operational Status
A standardized status value used to indicate current workflow state and support consistent reporting.
Owner
The person accountable for completing a task, project, or workflow step in CX.
P-R
Participant Record
A data profile tied to participant-level administration workflows and processing activities.
Plan
A retirement plan record that connects operational work, contacts, tasks, files, and reporting. Plans also contain provisions and participant information.
Project
A grouped set of tasks used to coordinate multi-step operational work across teams.
Published
An article or dashboard state indicating guidance is live and visible to its intended audience.
Queue
A prioritized list of work items, often used to manage inbox or task flow efficiently.
Recurring Workflow
A repeatable sequence of tasks or actions that runs on a defined cadence.
S-U
Source of Truth
The canonical record location teams rely on in CX for current operational data.
Task
A single actionable unit of work with ownership, timing, and status.
Team
A group in CX used for organizing permissions, ownership, and shared workflow responsibilities.
Template
A predefined structure for tasks, projects, messages, or documentation to improve consistency.
V-Z
Visibility
The ability to see progress, ownership, and blockers across operational work in real time.
Workflow
An end-to-end process in CX that combines communication, tasks, records, files, and automation.