The system supports multiple task types across across Data, Documents, Related Party and hybrid
tasks. Logic is tailored per task type to align with operational policy and regulatory requirements.
Support for Multiple Task Types
Autocompletion Agent can be used across any journey type. It leverages validated inputs from
previous journeys, allowing repeat tasks to be completed automatically during periodic reviews
or maintenance events.
Cross-Journey Awareness
In the example above, documents have persisted from a previous journey and satisfy the
mandatory document requirements, allowing Autocompletion Agent to complete the task. All of
this is driven by specific tenant configuration.
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