Update COI expiring statuses on affected records daily
Update COI expiring statuses on affected records daily
Your onboarding tracker misses upcoming COI dates, leaving program coordinators unaware of renewals. Mark those records as expiring so risk teams can act before the next-week window.
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Overview
Stop last-minute COI surprises by automatically flagging records with dates in the next-week window each business morning. This provides compliance and program coordinators clear, timely visibility so renewals are prioritized before expiry.