What the workflow needs
- holder or participant records
- distribution event details
- eligibility or allocation rules
- notice and payment context
- callback or delivery preference
The offer gives clients and agents a clear path for holder records, distribution events, notices, payment exports, exception review, closeout, callback, ledger, and attestation.
Use this workflow when a distribution, holder-servicing operation, payment-export process, or closeout package needs to move through a controlled operating trail.