For IT: keep claims records current from spreadsheets

IT engineers copying spreadsheet edits cause ops and legal to work from stale claim records. This workflow posts changed rows to the claims system so ops and legal have audit-ready records.

Overview

Manual spreadsheet updates leave operations and legal teams working from stale claim files, creating compliance gaps and slower responses. This workflow pushes changed rows into the claims system and alerts stakeholders, delivering audit-ready records and faster coordination between ops and legal.

Notable Features

Send updated rows to claims system
Flag conflicts for manual review
Maintain audit-ready change history