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Create client and transfer records from new entries

Create client and transfer records from new entries

Advised transfer rows arrive without linked client profiles, causing onboarding gaps. It creates and links client and transfer records so coordinators can begin onboarding same day.

Create client and transfer records from new entries

Overview

Unlinked transfer rows force onboarding coordinators into manual lookups and slow reconciliation. This flow creates and links client and transfer records automatically so your team can begin onboarding and reconcile same day.

Create client and transfer records from new entries