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Create onboarding tracker row when account becomes client

Create onboarding tracker row when account becomes client

Your activated account records lack a central tracker, delaying onboarding and compliance checks. You get a single audit row per activation, enabling same-day validation.

Create onboarding tracker row when account becomes client

Overview

When an Account flips to Client, onboarding and risk teams need a reliable queue or validations slip and SLAs stretch. This flow captures non-partner activations into a shared tracking table so ops can validate and hand off accounts the same day.

Create onboarding tracker row when account becomes client