Create eligibility review task and update report rows
Create eligibility review task and update report rows
When renewable-benefit forms update, case records miss eligibility dates and reviewers lack clear next steps. It creates a review task and adds the row so paralegals can act before deadlines.
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Overview
Stop eligibility updates from slipping into an uncaught spreadsheet or ignored case note. This flow turns each form edit into a tracked review task and an updated report row so paralegals have context and can act same day before client deadlines.