Identifi incorporates automatic document tracking to make sure you have the right documents for any business process.
Regulatory pressures are increasing in every industry. Having the correct documents on file can be the difference between a regulatory thumbs up or a hefty fine.
Identifi incorporates automatic document tracking to make sure you have the right documents for any business process. Identifi monitors data from your line of business applications and knows what documents are required. If documents aren’t received in time, Identifi can send the team exception reports to help collect the missing paperwork. But what about next year? Identifi handles that too. Documents that are required annually (or any other recurring period) automatically reappear on the exception report if they aren’t received again the following period.
Keep annual and other recurring documents up-to-date.
Identifi provides online exception reports by account owner for missing documents for each event, such as an auto loan or a new employee hire. Plus can automatically email each account owner their missing document report. But what about next year? Identifi handles that too. Documents that are required annually (or any other recurring period) automatically reappear on the exception report if they aren’t received again the following period.
Stay on top of exceptions with automated reports.
Identifi provides online exception reports by account owner for missing documents. Exceptions are monitored for each event, such as an auto loan or a new employee hire. Run exception reports manually or setup automatic notifications for account owners in your organization to be notified via email that they should follow up.
