Screen an Offer
Screen an Offer tags its Reserved Acts, regulated data, and required Credentials, and holds it while any Credential is missing.
Trigger
Runs on Offer.created. Part of Screening, run by the Legal Team.
Steps
- Tag each Reserved Act the Offer performs.
- Tag each class of regulated data it touches.
- List the Credentials delivery requires.
- Keep the Offer unpublished while any Credential is missing.
Outputs
Example
A new Offer includes signed appraisal reports. Screen an Offer tags appraisal signing as a Reserved Act and holds the Offer until an appraiser Credential is on file.