CTO: keep funded trader review records consolidated and current

Review coordinators get fragmented trader and payout info from forms, causing reconciliation gaps and delayed decisions. The workflow updates the Reviews record on submission so coordinators have consolidated data to act fast.

Overview

Manual form handoffs fragment review data and slow payout decisions, creating reconciliation risk for operations. This workflow ensures every Funded Trader Review submission updates the Reviews record and notifies review coordinators, delivering consolidated trader and payout details so decisions happen faster and manual reconciliation tasks disappear.

Notable Features

Update existing review records
Attach payout certificates to records
Alert review coordinators on changes