SES Consumer Complaints Resources for Agencies
Managing and processing consumer complaints in SES.
Thank you for your interest in the State Examination System (SES). SES is a one-stop-shop for financial services industry supervision that brings an agency’s entire engagement with companies onto a single platform, which in turn brings efficiencies to state supervision.
Below is a set of resources available to agencies to learn more about using SES to manage consumer complaints.
Fastpath: Check out the SES Workflows by SES Training (Exams and Complaints) to see videos explaining the full
process for conducting exams and complaints in SES from both the agency and company
perspective.
Other resources:
- SES Complaints Training: This program teaches regulator users how to use the Complaints functionality in SES.
- Getting Prepared for SES Consumer Complaints (PDF): A guide to help you understand SES capabilities and how your agency can use them.
- Job Aid: Your First Complaint in SES: A guide to help you complete your first complaint in SES.
- Enrolling a Company User for Exams or Complaints: Enroll company users to SES so you can send them complaint information requests.
- Creating and Removing Agency Users: Get people in your agency access to SES.
- SES Agency System Roles & Consumer Complaints Roles: A summary of the roles and permissions available to your agency’s SES users.
- Managing Agency User Accounts: Update your agency’s users’ profiles, update roles, reset passwords, and unlock accounts.
- State Examination System (SES) Agency FAQs: Find answers to common questions about the system.
- SES Policies: Contains all SES policies and a glossary of terms.
- A Tour of SES: A video geared toward company users that provides an overview of the system.
- Information Sharing: Instructional videos that provide information on concepts behind the system.
- SES System Releases: Information and tutorials about updates that have been made to the system.
- SES Email Notifications
- State Examination System Technology Requirements