Challenge
Reconciliation, file checks and approvals moved manually across teams, and debugging errors slowed down due to unclear ownership. Demonstrating who approved which step and when had become a project of its own during audits.
Our approach
Mapped existing reconciliation and approval steps end to end, separating the repetitive, rule-based ones.
Designed a multi-step, logged approval flow on a business rules engine; exceptions were routed automatically to the right team.
Built a reconciliation layer that automatically matches records across systems, leaving only mismatches to a person.
Worked with the audit team to design a traceability report that directly answers who did what and when.
Result
Repetitive control steps moved into automation, increasing error tracking and ownership visibility while shortening the control cycle.
Control steps
Moved into automation
Audit trail
Every step logged
Exception handling
Automatic routing
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