Acuity Knowledge Partners offers a unique and flexible Guideline Compliance Manager solution that combines data science and natural language processing capability to digitise the creation and maintenance of investment guidelines. It is digital process that facilitates extraction of rules governing investment guideline documents, annotation of rules, multiway gap analysis, stress and risk testing and reporting. This is a one-of-a-kind one-stop shop that encompasses all the features of the investment compliance domain to make guideline coding a seamless experience.

Benefits

30-50% cost saving (lower cost of ownership)

20-30% faster turnaround

Highly accurate and automated to ensure a timely guideline coding experience

Promotes standardization and reduces manual touch points

A customisable guideline coding solution that delivers operational efficiency and enhances controls

Key Features

Digitises the investment guideline process

Extracts and maps rules to compile a detailed annotation grid

Conducts multiway gap analysis and stress tests and facilitates custom reporting

Rationalises rules

Generates customised dashboards and reports

Studies strategic processes to ensure efficiency and enhance controls

Conducts comparative analysis, highlighting anomalies

Creates STP opportunities in rule coding

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