Corporate Action & Provider Notice Handling

Automation monitors inbox and secure provider portals for new corporate action or provider notices. Trigger fires when a new message matches notice keywords or arrives in a monitored folder.

The automation reads the notice content and extracts key fields: action type, account number, deadline, required steps, and provider name. Stores extracted data in a structured format.

Create a new record with extracted notice details, including custom fields for action type, deadline, and account. Link to the original notice document.

The automation applies routing rules based on account, action type, and team assignment to identify the correct owner. Assign the record to that person.

Send a formatted message to the assigned owner with notice summary, deadline, and a link. Include action checklist if applicable.

Owner reviews the notice, executes the required action (form submission, acknowledgement, etc.), and updates the record status to completed with notes.

Automation stores the original notice and any confirmation documents in a timestamped folder, and updates the record with completion date and archive link.