Annual Review Scheduling & Execution
Runs annual merchant reviews without the calendar chase.
Core · Merchant Lifecycle
Your agent schedules and executes annual merchant reviews automatically — triggering document refresh requests, re-running risk scores, and assembling the review package for your team's sign-off. Nothing falls through the cracks.
What your agent does
- ◆ Schedules annual reviews based on boarding date and risk tier
- ◆ Requests updated documents and compliance attestations
- ◆ Re-runs credit, MATCH, and OFAC checks automatically
- ◆ Generates review summary for underwriter sign-off
Common use cases
- Portfolio-wide annual review cycle
- High-risk merchant re-underwriting
- Compliance-driven review triggers
Usage & pricing
∞ Unlimited
Token cost only — no per-execution charge. Runs as many times as your team needs.
Available in
Merchant Lifecycle core included
annual reviewmerchant re-underwritingperiodic reviewcompliance reviewportfolio reviewrisk refresh