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Life BTM Ideas Portal

Bank Signature and Bank Name Should Not Be Payor's Name

Currently, when we receive EFT info from iPipeline, the payor's name populates in the Bank Signature / Bank Name on Billing Information and Case Banking. This does not caues issues w/ reporting or internal or external processing, but we do want this information to be accurate in the future.

Low Priority fix

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      Kristi Kruger
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      Nov 1, 2023

      Aligend with feature https://sfg.aha.io/features/LT-642