components
This directory contains 94 workflows.
id_attachment_create local copy
Converts data from sections_workflow_docnote.data for ZC_P1__Details__c (ie. body of Xplan File Note).
ingest_client_matching
Match to existing accounts/policies (mark as review if client name is diff). Match to client name if policy cannot be found.
ingest_policy_matching
Match to existing accounts/policies (mark as review if client name is diff). Match to client name if policy cannot be found.