Review an account’s limitations status by jurisdiction
Reviews an account’s limitations-period status against the jurisdictional rules and account types you configure, so servicing decisions follow your policy.
Trigger: Invoked from the AI assistant chat, a docket action, or any workflow step.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Invoke skillTrigger
Triggered from chat, a docket action, or a workflow step — with the entity context attached.
- 2Apply jurisdictional rulesAI
AI compares account age and type against the governing jurisdictional rules.
- 3Return statusEnd
Reports whether the account is inside or past its limitations period.
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Drawn from the platform’s 196 workflow node types and 72 AI skills — fully editable in the automation builder.
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Questions about this template
Reviews an account’s limitations-period status against the jurisdictional rules and account types you configure, so servicing decisions follow your policy.
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