Decision Making: Assess, reject, request resubmission or approve counterparties within one centralized system.
Centralized Repository: Combines counterparties from internal systems into a unified data structure.
Sanctions Compliance: Counterparties are validated and cross-referenced with Marcura Compliance via MERN for sanctions and other regulatory checks.
System Integration: API connection with internal systems.
Real-Time Status Tracking: Monitors counterparty form statuses for efficient workflow management.
Recordkeeping: Automatically converts completed forms into PDFs for documentation.
Secure Storage: Uploads PDFs to SharePoint for easy access and audit purposes.
Cloud Management: Hosted, implemented, and managed in the cloud.
Versions and updates: Enables users to compare different form versions with highlighted changes for easy review.
Audit Logs: Tracks and logs all versions and historic status changes and actions.
Email Notifications: Notifies users when forms are completed, attaching forms and documents.
Email Reminders: Sends reminders for incomplete forms, with customizable frequency.
Learn more about other myOnboarding Features: