I'd like to request a feature that allows assistants to input client details (e.g., date of birth, prior year account balance) into a workflow, which then uses a Python script to calculate Required Minimum Distributions (RMDs) automatically.
This would streamline RMD workflows, reduce manual error, and ensure compliance with IRS rules. Ideally, the script would run in the background and return the RMD value directly into the workflow for further use or logging.