The Stale Data Alert template creates a reminder when a client hasn't recorded a policy snapshot within a configurable time window. Stale snapshot data means the banking system view in Policy Stack doesn't reflect current values — this workflow helps you prompt clients to update.
What It Does
Trigger: A client's most recent policy snapshot is older than the configured threshold (default: 90 days).
Action: Creates a reminder: "[Client Name]'s snapshot data is [X] days old — suggest they record a fresh snapshot."
Configuration
| Setting | Default | Options |
|---|---|---|
| Staleness threshold | 90 days | 30, 60, 90, 120, 180 days |
| Cooldown period | 60 days | 30, 60, 90 days |
| Include in reminder | Snapshot age |