IT: keep connected-account CRM records updated for reviews

IT ops see connected-account records go stale after scheduled payment reports, risking outdated volumes and threshold dates. It updates CRM records after each report so reviews use current data.

Overview

Stale connected-account data forces ops and finance to hunt for current volumes and threshold dates, risking payout errors and slow reviews. This workflow keeps CRM connected-account records aligned with scheduled payment reports so reviewers always see current processing volumes and threshold dates, removing manual lookups and improving confidence in account decisions.

Notable Features

Parse scheduled payment reports
Update connected-account records with volumes
Flag accounts exceeding threshold dates