For BI directors: create weekly dated trade folders and tapes

BI directors risk audit gaps when weekly purchase tapes are lost in shared drives. Create a dated trade folder and copy the purchase tape weekly so ops and analytics start with an auditable source.

Overview

Misplaced purchase tapes create audit exposure and slow loan processing. This workflow guarantees a consistently named, date-stamped trade folder each week so operations and analytics begin review with an auditable source file, eliminating misfiled tapes and preventing reporting gaps.

Notable Features

Create date-stamped trade folders
Copy purchase tape into folder
Notify ops and analytics teams