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Normalize contact date of birth fields for client records

Normalize contact date of birth fields for client records

Your clients' date-of-birth fields arrive in mixed formats, causing reporting errors and onboarding delays. It standardizes DOB values so records are compliance-ready and correct same day.

Normalize contact date of birth fields for client records

Overview

Inconsistent DOB formats create manual rework and slow onboarding for client services and compliance. This flow cleans and writes standardized birthdates back to contact records so advisers and compliance teams have accurate data available same day.

Normalize contact date of birth fields for client records