Return advisor ID for referrer lookup in workflows

When referrer records lack a linked advisor, your coordinators can’t route cases or contact owners quickly. The workflow returns the correct advisor ID so cases are routed accurately same day.

Overview

When referrer records don't have an assigned advisor, case routing stalls and billable work can be delayed. This sub-workflow reliably resolves the correct internal advisor identifier and returns it to downstream processes so coordinators can route and resolve cases the same day.