Centralize safeguarding concerns when deal status changes to concern

Operations coordinators miss safeguarding flags when deal status changes to concern, causing investigation gaps and compliance exposure. Compliance gets complete case records.

Overview

Missed safeguarding flags create compliance exposure and slow investigations. This workflow captures every flagged deal and builds a centralized case record, giving operations and compliance a clear audit trail and consistent handoffs. Teams report faster, clearer follow-up and fewer missed cases.

Notable Features

Create centralized concern records
Include deal and contact context
Notify ops and compliance channels