components
This directory contains 94 workflows.
match_policies_w_sf
20240423: add additional match condition (assume leading zeros have been removed).%%00013%%0001020240422: remove temp fields%%00013%%0001020240406: final […]
policy_management
20250105: removal of status as a criteria - is replaced by selecting the best ranked policy where duplicates exist.
pre_sfw_data_check
Provides summary of field quality and mapping to assist with identyifying anomalies before writing SF records
regex_like
Designed to avoid issues with regex matching where column contents exceed 255 characters by isolating the actual column which needs to be matched.
revenue_policy_matching_dev
Match to existing accounts/policies (mark as review if client name is diff). Match to client name if policy cannot be found.