Business owners keep match records clean and auditable

Business owners face orphaned family links and unclear statuses when matches deactivate, forcing manual cleanup. So operations have audit-ready records and streamlined follow-up.

Overview

Orphaned family links and unclear deactivation notes force manual cleanup and slow reviews. This workflow unlinks families, annotates deactivations, and records working notes so records are audit-ready and follow-up is straightforward.

Notable Features

Unlink deactivated matches from families
Annotate deactivations with working notes
Flag records for audit and follow-up