Trigger monthly client update workflow for all households

Your household records include accented names and mismatched member links that disrupt reporting. It standardizes names and fires per-client updates so advisers see clean profiles before monthly reviews.

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Overview

Monthly household data inconsistencies create extra prep work and errors for advisers; this scheduled process standardizes names and member links and triggers the downstream update workflow. The result: advisers receive clean client profiles before the monthly review, reducing last-minute fixes and meeting delays.