Case Operations Specialist

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Required training

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  1. 1

    Start Here

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    Authority rules · GREEN / YELLOW / RED · Designated Reviewer · Level 1 boundaries

  2. 2

    Basics

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    Lessons 1–6

  3. 3

    Balance / Limit Practice

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    Four practical workflows

  4. 4

    Maya AI Practice

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    Deeper case practice

  5. 5

    Case Lab

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    Elena transfer case

Before scored work

Level 1 authority crosswalk — supervised training

The Designated Reviewer is the role; Tim currently fills that role.

GREEN

Routine, evidence-supported work. A Level 1 trainee may analyze and prepare it, but the Designated Reviewer still controls any live release or send.

YELLOW

Controlled work because facts, strategy, or review are still needed. Returned Mail and every Washington medical-debt appearance are YELLOW. Investigate, preserve evidence, gather facts, prepare review materials, and route the proposed next step to the Designated Reviewer; do not independently release, send, execute a dispute route, or make a legal conclusion.

RED

A hard-stop condition. Stop routine work, preserve the evidence, and route first to the Designated Reviewer. The Designated Reviewer then controls any approved specialist path; Level 1 may not independently act, release, or send.

Level 1 escalation boundary

Outside Level 1 authority: identity theft, mixed files, bankruptcy, threatened litigation, statute-of-limitations issues, reporting-age conclusions, complex collector validation, medical-law exceptions, regulator complaints, and novel dispute routes. Do not act on these independently: preserve the evidence and route to the Designated Reviewer. All collector validation matters are YELLOW at Level 1. Every Washington medical-debt appearance remains YELLOW until Novara has an attorney-approved Washington medical-debt playbook.

Maya Thompson · NOV-001 · Foundation training engine

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Operational education using fictional records, not individualized legal advice. This is the first deep foundational block; human-assessed proficiency and blind certification are not yet implemented.

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