Systems and methods for managing workflow

A method for managing workflow, comprising:

• receiving a communication from a customer, the communication being associated with a financial service account of the customer;
• storing the communication as a document in a workflow application database;
• determining one or more document types associated with the document, wherein each document type has one or more priority levels;
• comparing the one or more document types to at least one priority level hierarchy;
• determining a document identification number for the document based on the comparison;
• assigning the document identification number to at least one queue based on the document identification number;
• providing access to the document to a first agent;
• and
• denying access to the document to one or more second agents.

A non-transitory computer-readable medium having stored thereon executable instructions that, when executed by a processor, cause the processor to perform operations comprising:

• determining one or more document types associated with a document;
• comparing the one or more document types to at least one priority level hierarchy;
• determining a document identification number for the document based on the comparison;
• assigning the document identification number to at least one queue based on the document identification number;
• providing access to the document to a first agent;
• and
• denying access to the document to one or more second agents.