Update review task when demat account already exists

Your fund intake tasks lack demat status, causing redundant account setups and wasted verification time. The task is marked so operations staff avoid duplicates and complete checks same day.

Overview

Incoming fund intakes without demat context slow down your operations and create duplicate account work. This flow auto-detects existing demat entries and marks the review task so fund administrators know within minutes which requests need only verification. That reduces handoffs and gets checks completed ahead of the next review cycle.