Re-derive an organization's flow-down and assigned members
What It Does
Organization coverage extends to eligible people through roles and assigned seats. Recalculation reads current CRM relationships and reconciles source-linked child periods.
The Flow
When Something Fails
Failed CRM delivery leaves children unchanged until retry. Reading current ancestry can miss an organization’s former parent after a move. Removed eligibility ends coverage using the handler’s business date rather than the original CRM end date.
Open Design Questions
Decide the withdrawal date policy, connect CRM subscriptions and cover old-parent reconciliation after organization moves.