Set mandatory W check on qualifying organization records
Set mandatory W check on qualifying organization records
Your org records lack enforced verification when bank or credit-union names match, leaving agents unsure. The workflow applies mandatory W-checks so agents have verified records before resolution.
Overview
When banks or credit-union customers appear in your support data, agents need clear verification status to act confidently. This flow ensures qualifying organization records receive the mandatory W-check immediately, so tickets are handled with compliance-ready context before resolution.