Create principal and AR records from regulator data
Create principal and AR records from regulator data
Your principal and AR records go stale if regulator updates aren't captured. Keep your contact table current so outreach and reporting reflect changes within an hour.
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Overview
When regulator updates miss your workflow, outreach lists and compliance reports quickly become unreliable. This flow ingests regulator data hourly and creates contact rows for principals and ARs so marketing ops and compliance have accurate rosters to act on within an hour.