Duplicate ITR review
Repeated prospect and deliverable patterns are finance review signals, not automatic payout actions.
Salesforce ITR lineage
Review queue
| ITR | Client/prospect | Deliverable | CE owner | Risk | Linked QBO docs | Reasons |
|---|---|---|---|---|---|---|
| 03429 | Acme Prospect | PBM savings analysis | Warren Borders | high | INV-1009, SR-884 | same business deliverable, same CE owner |
| 03431 | Acme Prospect | PBM savings analysis | Warren Borders | high | INV-1013 | same business deliverable, same CE owner |
| 03450 | Acme TPA | Contract review | Warren Borders | low | None | Clear |