Keep IT prevalidation broker and owner links accurate

IT admins see broker-partner changes leave prevalidation records inconsistent, blocking downstream validation. It keeps broker and owner links aligned in prevalidation records, so operations validate reliably.

Overview

Stale broker-owner links create validation bottlenecks and force manual fixes that slow operations and delay downstream checks. This workflow updates prevalidation records when contact broker-partner changes, ensuring operations and sales work from consistent records so validation proceeds reliably.

Notable Features

Update prevalidation records on change
Match broker entries to contacts
Notify stakeholders of mismatches