Reality Tech has developed a novel Financial Compliance workflow solution with automated task generation and interactive dashboard
The solution colorizes the tasks, surfacing tasks based on approaching due dates in a wide range of filterable views; filtered by the assignee, date range, and topic/area. Tasks are visible in lists, calendars and a summary executive dashboard, and can be filtered, with drill-in capability. All user actions are audited, and securely controlled.
The automation generates recurring tasks from a task template. The easy to use task template determines whether the tasks automatically generate based on an Annual, Quarterly, Monthly, Weekly, and even Daily timeline, and are associated with one or multiple areas/topics.
If a task is assigned to several funds/topics, then a separate task is automatically generated for each of those areas/topics, with values associated with each of the topics. The multiple levels of task assignee for each generated task depends on the default assignees configured for the given topic.
For daily tasks, there are default and configurable times during the day that tasks change from green to yellow to orange based on time criticality.