Keep operations coordinators updated on bank connection types
Keep operations coordinators updated on bank connection types
Operations coordinators miss first-linked bank types, causing onboarding prompts to be skipped. Account records reflect bank type on first link, so ops trigger onboarding and avoid setup delays.
Overview
Operations coordinators risk stalled customer setups when bank types aren't recorded, delaying onboarding and manual handoffs. This workflow writes the first-linked bank type to the account record and notifies ops so onboarding prompts fire and setup stalls are avoided. The outcome is cleaner handoffs and dramatically fewer missed onboarding prompts.
Notable Features
- Update account records on first link
- Send alert to operations inbox
- Prevent duplicate bank type overwrites