Rename home loan statement PDFs with standardized filenames

You get unstandardized home loan statement PDFs in a shared folder, which slows matching and reconciliation. It renames each PDF for consistent lookup and makes statements review-ready same day.

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Overview

Inconsistent statement filenames force finance staff into manual searching and slow reconciliations. This flow standardizes filenames immediately on upload, so loan processors and billing staff can find and attach statements the same day and reduce manual triage.