Automated client document collection and reminder system
flowchart TB
A[Monthly schedule trigger] --> B[Fetch clients due this period]
B --> C{Any clients?}
C -- No --> Z[End]
C -- Yes --> D[Loop over each client]
D --> E[Fetch required documents]
E --> F[Create upload session & links]
F --> G[Send initial request email/WhatsApp]
G --> H[Wait X days]
H --> I[Check missing documents]
I --> J{All docs received?}
J -- Yes --> K[Set status: Completed] --> D
J -- No --> L[Send Reminder 1] --> M[Wait X days]
M --> N[Re-check missing documents]
N --> O{All docs received?}
O -- Yes --> P[Set status: Completed after reminders] --> D
O -- No --> Q[Send Reminder 2] --> R[Wait X days]
R --> S[Final check missing docs]
S --> T{Still missing?}
T -- No --> U[Set status: Completed after final reminder] --> D
T -- Yes --> V[Send escalation to partner] --> W[Set status: Escalated] --> D
Workflow Summary: This diagram illustrates an automated document collection system that
triggers monthly, sends up to 2 reminders with configurable wait periods, and escalates to partners when
documents remain missing after final follow-up.