Flag accounts past their limitations period before anyone works them
Sweeps the portfolio weekly, compares each account against the limitations period configured for its jurisdiction, and flags the ones that have passed it so your team handles them under the right policy.
Trigger: A scheduled weekly limitations check.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Weekly checkTrigger
Runs on a weekly cron schedule.
- 2Find active accountsAction
Pulls every account still in active servicing.
- 3For each accountLogic
Iterates the full set.
- 4Past the period?Logic
Compares account age against your jurisdictional rules.
- 5Flag for reviewAction
Marks the account so outreach is blocked.
- 6Alert complianceMessage
Notifies the compliance team to review.
- 7Log detectionEnd
Records each flagged account.
What it does for your team
Accounts past their window are caught before a single outbound contact
Jurisdiction-specific rules applied consistently across the portfolio
Compliance gets a weekly, proactive flag list
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Questions about this template
Sweeps the portfolio weekly, compares each account against the limitations period configured for its jurisdiction, and flags the ones that have passed it so your team handles them under the right policy.
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