Keep legal case tasks current with creditor uploads

Legal and compliance coordinators see creditor uploads miss case links, causing orphaned intake rows and audit gaps. It attaches records to the matching task and clears staging.

Overview

Unlinked creditor uploads create audit gaps and duplicate manual intake that slow case progress. This workflow ensures each creditor record is attached to the correct case task and staging rows are cleared, eliminating orphaned entries and enabling faster handoffs.

Notable Features

Attach creditor records to tasks
Remove staging entries after mapping
Notify coordinators on unmatched uploads