Case Management Solution
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The MyComplianceOffice Case Management module enables employees to maintain and manage unplanned or unexpected occurrences within the firm. Cases may be recorded and monitored through to resolution. Examples include trade errors, complaints, or any irregular item that happens on an ad hoc basis.
The module is fully integrated with the workflow engine to assign cases to selected users for resolution. Cases can then be commented on and/or closed by case owners.
Other MyComplianceOffice Case Management features include:
- Attaching documents to cases
- Filter cases based on their status
- Assign compliance categories and priorities to cases
- View and edit case details
- View full case history
- Generate case reports
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