Engineering: run daily refreshes for flagged firm setups

Back end developers at consumer services firms see flagged firm records drift, causing missed onboarding steps. Daily per-firm refreshes give ops and account owners correct lead docket configs.

Overview

Flagged firm configuration drift in consumer services creates onboarding gaps and extra manual work for ops. This daily per-firm refresh ensures account owners and operations begin with correct lead docket setups, eliminating configuration drift and enabling faster handoffs. Teams report fewer manual fixes and smoother onboarding.

Notable Features

Run daily flagged firm checks
Invoke per-firm setup routines
Notify ops and account owners