Limit Approval Workflow

Monitor your multi-step limit approval workflow from one centralised system and maintain an audit trail of activity. Preserve the workflow history while also identifying the responsible risk team members. Use the extensive reporting features for compliance and regulatory requirements.

Key features

Centralised access to limit approval/rejection process for all accounts

Validate the process. Create a customised workflow to ensure all limit change requests are reviewed by the appropriate risk and trading support personnel. The approval process can be configured to require multiple levels of review before a limit is updated.

Accountability in the approval process

All actions taken by each party in the limit workflow process are recorded, timestamped and preserved, including the amount of time taken by individuals to approve/reject each request.

Complete audit trail and history of the approval/rejection process

Create the historical record. Satisfy internal reporting requirements as well as regulatory filings with an end-to-end archive of limit approval/rejection activity for your entire organisation. Record keeping made simple.

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Latest features

In a rapidly changing world, it can be hard to keep up with all the new features technology delivers. We simplify this by producing regular feature updates. Contact any of our business development or support team to find out more about how our platform helps you achieve Risk as Alpha.

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