Capture rollover statements and log submissions to table
Capture rollover statements and log submissions to table
Your rollover statement submissions come with messy filenames and special characters, slowing retrieval and audits. Saved, cleaned files and a linked record speed audit prep same day.
Overview
Manual filenames and missing links slow audits and frustrate compliance and operations teams. This flow captures incoming rollover statement files, cleans filenames, stores them securely, and logs a linked table record so billing and compliance staff can retrieve files same day.