Update rejected transfer requests and log customer event
Update rejected transfer requests and log customer event
Your rejected transfers go unresolved when rejection emails aren't added to records, delaying member follow-up. Update the request and customer timeline so administrators can act same day.
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Overview
Rejection notices often sit unlogged and force manual checks, slowing member communications and risking compliance work. This workflow updates the transfer request and appends the rejection to the customer timeline so administrators see the issue and act same day.