Update case status from approved advisor files notify owner
Update case status from approved advisor files notify owner
Your approved advisor files landing unlinked to cases leave retiree requests unprocessed and agents searching for context. You get cases updated and owners alerted so requests progress same day.
Overview
Approved advisor documents often arrive disconnected from the corresponding CRM case, forcing agents to search files and delaying client work. This flow links the stored file to the matching case, updates status, and alerts the owner so operations can move requests forward same day.