For business owners: prevent accidental loan case cleanup
For business owners: prevent accidental loan case cleanup
Business owners miss loan cases flipped to approved, completed, billed, or signed, risking compliance gaps and billing errors. Mark those cases retained so operations keep billing trails intact.
Overview
Loan operations risk accidental archival of active financial records when case statuses change, creating compliance gaps and billing confusion. This workflow marks approved, completed, billed, and signed cases as retained so operations won't remove them during cleanup, preserving billing trails and auditability.
Notable Features
- Flag approved cases as retained
- Exclude flagged cases from cleanup
- Notify operations when status changes