Set loan case type when purpose field changes
Set loan case type when purpose field changes
Loan purpose changes leave case records untyped, causing triage confusion and inconsistent reporting. Reclassifies cases automatically so operations and loan officers see correct types within minutes.
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Overview
When loan purpose updates aren't propagated, case triage and reporting break down and teams spend time on manual fixes. This workflow classifies cases and mirrors status automatically so operations and loan officers see correct types within minutes, reducing rework before daily reviews.