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Update contact bank statement links from note text

Update contact bank statement links from note text

Notes with bank statement text leave contacts missing documentation and slow approvals. It adds parsed statement links to contact records for instant access before outreach.

Update contact bank statement links from note text

Overview

When bank statements are buried in free-text notes, reps and ops waste time hunting for documents and deals stall. This flow parses those notes and attaches cleaned statement links to the contact record so account teams have files at-hand, speeding verification ahead of customer calls.

Update contact bank statement links from note text