Client Request Follow Up

Content Snare tracks which items on a client information request have been submitted and which are still outstanding. A Beam agent reads the status of each request on a schedule, applies the approved rule for when a reminder is due, such as three days after the last nudge with no response, and sends the follow up through Content Snare. It updates the request log so the team can see what's been chased and when. Requests that stall well past the normal follow up window, or clients who push back on what's being asked, are routed to a human to handle directly.

Submission Completeness Check

A client request in Content Snare can come back partially filled, with some fields answered and others skipped. A Beam agent reads the submission against the checklist for that request, applies the approved rule for what counts as complete, and either marks the request done or reopens the specific missing items. It updates the request status so nothing is treated as finished when it isn't. Submissions with unusual gaps, like a required legal document left blank, are routed to a human rather than reopened automatically.

Document Type Validation

Requests in Content Snare often specify what kind of file is expected, such as a signed form or a bank statement. A Beam agent reads what the client uploaded, applies the approved rule for whether the file type and format match what was asked for, and accepts the submission or flags it back to the client for the correct version. It updates the request with the outcome so the team isn't rechecking files manually. Uploads that are ambiguous, such as a scanned document that's hard to read, are routed to a human to inspect.