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Tracking Off Trial
Balance (OTB)
Products with
CU×BASE
INTRODUCTION
Critical to relationship management is a complete picture of the credit union
member relationship. Some products, such as credit
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Who needs tracking off trial?
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Anyone who is participating in a trial and needs to provide tracking information can use tracking off trial.
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This could include individuals involved in clinical trials, research studies, or any other type of trial that requires tracking of personal information and progress.
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