Director of Technology: Prevent duplicate feedback on transactions

Director of technology sees transaction workflows break when feedback requests remain unmarked, causing duplicate outreach and skewed reporting. It marks processed transactions so reports stay accurate.

Overview

Missed status updates create duplicate outreach and muddy transaction reports, raising reconciliation work and reporting risk. This workflow flags transactions as processed after feedback requests are sent, eliminating duplicate sends and giving operations and data science a clean, reliable transaction state for downstream reporting.

Notable Features

Mark transactions as processed
Prevent duplicate feedback requests
Update reporting and dashboards