Give the examiner a seat
Add the examiner with the auditor role. Access is read-only and limited to what they are entitled to see.
Let them read the trail
The audit log records every action by the engine, the agent and people as it happens. Entries are added, never edited, so what they read is what occurred.
Opened a filed reportCompliance officer
PersonSupported the reportCompliance officer
PersonRaised an alert under R-114 v3Rule engine
EngineWalk one case end to end
Pick any case and follow it from the first alert to the report, with each person’s reasoning in their own words and every place a person overruled the agent.
TipChoose a case with a disagreement in it. It shows the controls working.
Export the package
One export gathers the report register, the audit trail, the signed case chains, rule versions and approvals, and the differences between people and the agent.
More guides.
Set up a rule
Write a monitoring rule in plain language, test it on your history and put it live with a second approver.
From alert to report
Follow one alert through evidence, a case and the escalation chain to a filed report.
Supervise the whole programme
Keep queues, quality, approvals and deadlines in view from one dashboard.
See it on your own cases.
We will walk through this with your team, on a scenario you choose.