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Subject / Title: FSC Digital Lending: How to prevent duplicate/redundant Tasks from being created during Stage transitions?

Question / Details:

Hi everyone,

We are using FSC Digital Lending (Stage Management) and noticing an issue with Task generation as a Loan Application moves through its lifecycle.

Every time the application transitions or re-enters a stage with configured Tasks, new duplicate Tasks are being created. Furthermore, previous/redundant Tasks remain in an Open state rather than being updated or closed automatically.

Questions:

  1. Is there an out-of-the-box configuration or flow setting in Stage Management to prevent Task duplication when moving between stages?
  2. What is the recommended best practice for handling open/redundant tasks when an application moves forward or steps back in the Stage pipeline?

Any insights on product behaviour or workaround patterns generally recomended by SF FSC (e.g., custom Flow checks, Task status automation) would be greatly appreciated!   

@* Financial Services Cloud * 

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