Expiration Date Tracking

Modified on Tue, 23 Sep at 11:40 AM

Expiration Date Tracking

Improved monitoring of document expiration dates.



1. Preconfigured document expiration date settings enable Charlie to monitor data validity automatically. The Validity Period, determined by the document type, calculates the expiration date for the document. This date is used to trigger activities and alerts as well as update statuses.



2. Automatic expiration date checks run every time a loan is opened to ensure an expired document never goes unnoticed.


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