Create annual filing subitems for new fund records

You miss steps when new fund filing items lack standardized subtasks, causing review delays. It creates annual subitems and fund-specific 497K tasks so legal operations see work assigned same day.

Overview

When annual filing items arrive without standardized subtasks, legal operations teams scramble to assign reviewers and track progress. This flow creates required annual subtasks and fund-specific 497K tasks immediately, so filings are assigned and visible to compliance reviewers same day.